Client Coordinator
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
About BDO
At BDO Australia our why is empowering people realising possibilities. One way we bring this to life is by hiring and developing exceptional talent to deliver on our wide array of audit tax and advisory services.
About the Role
The Client Coordinator plays a critical role in delivering a seamless onboarding experience for new clients and ensuring ongoing client maintenance processes are managed efficiently. This position combines client-facing responsibilities with internal stakeholder management and administrative tasks. The position requires professionalism attention to detail ability to establish and follow robust processes strong organizational skills and proactive communication.
Key Responsibilities
Client Onboarding
Set up new clients in the CRM and create client charge codes.
Prepare and maintain accurate client details in the CRM including managing updates.
Coordinate with the ASIC Manager to prepare and lodge forms for new clients.
Add new clients to the Tax Agents Portal and manage ATO client identification processes.
Prepare and manage the Conflict and Independence check process (CIC).
Set up new client portals on the BDO Portal.
Draft ethical clearance letters for former accountants.
Prepare Non-Assurance Services Threats forms (NASTF) where relevant.
Assist with transitioning Xero files.
Welcome new clients and provide initial onboarding support.
Draft Engagement Letters.
Client Maintenance
Manage annual Client Continuance projects.
Draft updated Engagement Letters on an annual basis.
Conduct annual client check-ins to identify changes requiring ATO or ASIC notifications.
Manage review actioning and distribution of ATO communications.
Assist with the administrative components of monthend billing
Skills & Qualifications
Essential
Strong organizational and time management skills.
Excellent communication and interpersonal skills for client-facing interactions.
Proficiency in CRM systems and Microsoft Office Suite.
Ability to manage multiple priorities and work proactively.
Ability to regularly and proactively communicate with partners managers and other administrative team members
Preferred
Experience in professional services or accounting firms.
Familiarity with ASIC and ATO processes.
Knowledge of Xero and client portal systems.
Experience Level
Mid-level administrative or client service experience preferred.
Why BDO
Working for BDO you will be part of a growing and market leading professional services firm.
Our national and global footprint provides our people with opportunities to work on interesting client engagements across diverse industry sectors and services.
Our open and collaborative culture ensures access to Partners and professional mentors to guide and accelerate your professional career across a wide array of career pathways.
We provide our people with various health and wellbeing social financial and professional development benefits to help realise whats possible.
Participate in fitness challenges or take advantage of exclusive discounts to corporate health insurance gym memberships and wellness facilities via our BWell program. Access benefits such as travel perks retail discounts free breakfast employee referral rewards study and professional development support.
Our leave options cater to the unique needs of our people; and include enhanced family support cultural and religious leave and options to purchase additional leave. You can also give back and get involved in community initiatives via our BCaring program.
With a strong focus on learning and growth we provide on the job training and formal development programs to help you succeed in your role and develop your skills and experience.
Our culture is underpinned by our core values (One Bold Human Heart and Strive). We are proud to be recognised as an Inclusive Employer by the Diversity Council of Australia and an Employer of Choice by the Workplace Gender Equality Agency (WGEA).
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Zodra je start werk je samen met het team om gegevensanalyse en -verwerking te automatiseren en optimaliseren. Je ondersteunt bij het ontwerpen en implementeren van informatiesystemen en draagt bij aan projecten die de klanttevredenheid verhogen. Jouw doorzettingsvermogen valt op tijd ... View more
