Client Services Coordinator | South Yarra, Melbourne

Client Services Coordinator

At HTA, our purpose is simple: to help our clients, team members and community achieve their goals. As a Partner in Growth, we provide accounting, wealth and finance solutions that make a genuine difference.

We're currently looking for an organised, people-focused and proactive Client Services Coordinator to join our Advisory team in South Yarra.

This role is perfect for someone who enjoys variety, takes pride in delivering exceptional client service and loves being the person who keeps a team running efficiently behind the scenes.

You'll become an important part of our client experience, working closely with accountants and clients while supporting key administrative, compliance and workflow processes across the business.

At HTA, we invest in our people because we know they are the foundation of our success.

When you join our team, you'll enjoy:

• A modern South Yarra office

• A supportive and collaborative team environment

• Ongoing learning and development opportunities

• Access to experienced leaders who genuinely care about your growth

• Exposure to a diverse client base across a range of industries

• Regular team events and social activities

• A culture built on teamwork, trust and continuous improvement

• The opportunity to make a real impact every day

As a Client Services Coordinator, you'll provide administrative and client support to our Advisory team, helping to ensure a seamless experience for both clients and accountants.

Your responsibilities will include:

• Acting as a key point of contact for clients and incoming enquiries

• Coordinating communication between clients and accountants

• Managing engagements, renewals and expiries through Ignition

• Preparing documents for signing and managing electronic signature workflows

• Gathering and coordinating client source documentation

• Assisting with invoicing, debtor follow-ups and work in progress management

• Maintaining accurate client records and documentation

• Supporting ASIC and corporate administration processes

• Coordinating meetings, diaries and team administration

• Assisting with ATO and client information requests

• Supporting workflow management to ensure deadlines are achieved

You are someone who enjoys helping others succeed and takes pride in being highly organised and dependable.

To be successful in this role, you'll bring:

• Previous experience in an administration, client services or office support role

• Outstanding organisational and time management skills

• Excellent written and verbal communication skills

• Strong attention to detail and accuracy

• A proactive and solutions-focused mindset

• Confidence communicating with clients and team members

• Strong Microsoft Office skills including Outlook, Word and Excel

• Experience within an accounting or professional services environment (highly regarded but not essential)

• Loves creating exceptional client experiences

• Enjoys working in a fast-paced and collaborative environment

• Is highly organised and process driven

• Takes initiative and ownership of their work

• Wants to be part of a growing and supportive business

• Thrives on variety and building strong working relationships

HTA is a dynamic advisory firm providing Accounting, Wealth and Finance services from offices in South Yarra and the Sunshine Coast.

Our team is united by a shared commitment to helping clients achieve their goals while creating an environment where our people can grow, learn and build rewarding careers.

If you're looking for a role where your organisational skills, client focus and positive attitude will be valued, we'd love to hear from you.

Apply now and become part of the HTA team.

View our other current opportunities on our careers page: Job Vacancies - HTA South Yarra and Sunshine Coast