Client Services Consultant, Fordham

• More time off for the things that matter - up to 6 weeks’ leave annually 

• Work where we work best - hybrid office/work-from-home environment  

• Work in a collaborative and supportive team environment 

About Fordham 

At Fordham, we specialise in helping Australia’s leading business owners and Managers with all facets of their business. 

We’re one of the country’s fast growing Chartered Accounting firms, with a national footprint comprising 20+ Partners and over 150 staff working in top-grade CBD offices in Melbourne, Sydney, Brisbane, and Perth.  

Our industry leading Business Advisors enjoy a varied breadth of work, helping clients build both their business value and personal wealth. 

We think our unique business model, coupled with our drive for our people’s growth and diversity, makes us a great place for ambitious people to realise their potential and thrive. 

About the role 

Fordham specialises in delivering member benefits programs and consulting services to Aboriginal communities around Australia. This Perth based role will provide support to the Executive Office Team. Reporting to the Client Services Manager the Client Services Consultant will be required to liaise with members of the Community, Trust Managers, Community Services Consultants, the Payments Team and various other stakeholders. You will deliver professional and responsive services to members, ensuring that they receive accurate information and that payments are made in accordance with Trust guidelines. 

Key responsibilities will include: 

• Operating phone and email systems to communicate effectively with members (training will be provided). 

• Maintaining a strong understanding of Trust guidelines to provide timely and accurate information to members, and communicating details and updates regarding Trust programs to members. 

• Following established processes and maintaining accurate records, registers, documentation, and processing applications and payments within agreed timeframes. 

• Preparing and processing member payments (training will be provided), reconciling payments in Xero and coding transactions as . 

• Maintaining a high degree of confidentiality and delivering exceptional customer service. 

About you 

• Completion of secondary education – Year 12 or equivalent. 

• Previous experience in a customer service and/or office administration role. 

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint and Outlook. 

• Good knowledge of Xero. 

• Strong written and verbal communication skills, as well as a high level of attention to detail and accuracy. 

• Experience of working with indigenous communities is desirable.