Client Services Coordinator

DRAFT FROM EH – UPDATED WHEN NEW JD RECEIVED

Summary:

The Client Services Coordinator plays a vital role in ensuring exceptional service delivery to our clients within the accountancy sector. Based in Mount Lawley, Western Australia, this permanent full-time position is integral to maintaining client relationships and supporting the operational needs of the business. The successful candidate will be responsible for coordinating client interactions and ensuring that all services meet the highest standards of quality and efficiency.

Responsibilities:

• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Coordinate and manage client appointments, ensuring efficient scheduling and follow-up.
• Assist in the preparation of client documentation and reports, ensuring accuracy and compliance.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Maintain and update client records in the database, ensuring all information is current and accurate.
• Support the team in identifying opportunities for service improvement and client engagement.

Qualifications:

• Associate degree or equivalent qualification in business administration or a related field.
• Proven experience in a client services or administrative role, preferably within the accountancy sector.
• Strong organisational skills with the ability to manage multiple tasks and priorities effectively.
• Excellent communication skills, both written and verbal, with a focus on client interaction.
• Proficiency in Microsoft Office Suite and experience with client management software.