Client Services Administrator
Sign up free to see how well your resume matches this role.
What you'll do
- Provide reception and office support when required.
- Manage incoming client enquiries via phone, email, and in person, ensuring timely responses and escalation where required.
- Prepare client correspondence, engagement documentation, proposals, and service agreements.
- Coordinate client communications regarding document requests, signatures, lodgements, invoices, deadlines, and compliance requirements.
- Assist with onboarding new clients and offboarding departing clients, ensuring a seamless experience.
- Maintain accurate client records across all firm systems.
- Ensure client information, contact details, and compliance documentation remain current and complete.
- Manage electronic and physical client files in accordance with firm policies.
- Prepare and collate client deliverables including financial statements, tax returns, advisory reports, and supporting documentation.
- Coordinate document execution processes including electronic signatures and client approvals.
- Assist with ASIC and company secretarial administration activities.
- Support archiving and records management processes.
What they're looking for
- Previous experience in an administration, client service, customer service, or professional services environment.
- Exceptional verbal and written communication skills.
- Strong client relationship and stakeholder management skills.
- Excellent organisational and time management abilities.
- High attention to detail and accuracy.
- Ability to manage competing priorities and deadlines.
- Strong Microsoft Office skills, particularly Outlook, Word, Excel, and Teams.
- Ability to work independently and collaboratively within a team environment.
- Completion of Year 12.
Nice to have
- Experience within accounting, professional services, legal, or financial services.
- Experience with client onboarding and compliance processes.
- Familiarity with ASIC administration and company secretarial requirements.
- Experience with practice management and CRM systems.
- Certificate IV in Business Administration, Business Services, or a related discipline.
- Further studies in administration, customer service, accounting, or business.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
OUR VALUE PROPOSITION
At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.
RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.
Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.
Who we are:
RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.
About the role:
The Client Services Administrator plays a critical role in delivering an exceptional client experience within the Business Advisory division. Acting as a key point of contact for clients, this role is responsible for managing client communications, coordinating administrative processes, maintaining accurate client records, and supporting the efficient delivery of accounting and advisory services.
The successful candidate will be highly organised, proactive, and client-focused, with excellent communication skills and a genuine passion for building strong professional relationships. This role is ideal for someone who enjoys being the central connection between clients and advisors while ensuring all client interactions are handled professionally, accurately, and promptly.
Key Responsibilities
Client Communication & Relationship Management
- Provide reception and office support when required.
- Manage incoming client enquiries via phone, email, and in person, ensuring timely responses and escalation where required.
- Prepare client correspondence, engagement documentation, proposals, and service agreements.
- Coordinate client communications regarding document requests, signatures, lodgements, invoices, deadlines, and compliance requirements.
- Assist with onboarding new clients and offboarding departing clients, ensuring a seamless experience.
Client Administration
- Maintain accurate client records across all firm systems.
- Ensure client information, contact details, and compliance documentation remain current and complete.
- Manage electronic and physical client files in accordance with firm policies.
- Prepare and collate client deliverables including financial statements, tax returns, advisory reports, and supporting documentation.
- Coordinate document execution processes including electronic signatures and client approvals.
- Assist with ASIC and company secretarial administration activities.
- Support archiving and records management processes.
Team & Operational Support
- Provide administrative support to Partners, Directors, Managers, and Business Advisory teams.
- Support marketing initiatives, client events, and networking activities.
About you:
Experience & Attributes
Essential
- Previous experience in an administration, client service, customer service, or professional services environment.
- Exceptional verbal and written communication skills.
- Strong client relationship and stakeholder management skills.
- Excellent organisational and time management abilities.
- High attention to detail and accuracy.
- Ability to manage competing priorities and deadlines.
- Strong Microsoft Office skills, particularly Outlook, Word, Excel, and Teams.
- Ability to work independently and collaboratively within a team environment.
Desirable
- Experience within accounting, professional services, legal, or financial services.
- Experience with client onboarding and compliance processes.
- Familiarity with ASIC administration and company secretarial requirements.
- Experience with practice management and CRM systems.
.
Education Requirements
Essential
- Completion of Year 12.
Desirable
- Certificate IV in Business Administration, Business Services, or a related discipline.
- Further studies in administration, customer service, accounting, or business.
Life at RSM:
RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!
Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.
How to apply:
Please click on the “apply” button and complete our online application form.
Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.