Join a progressive financial services firm offering tailored business advisory, tax, accounting, financial planning, and mortgage broking solutions. With a strong reputation for clarity, trust, and long-term relationships, this organisation is committed to delivering an outstanding client experience (CX) while fostering a collaborative and supportive environment for its people.

This is an exciting opportunity to join a business in strong growth mode, where you’ll not only develop within your role but also grow alongside the firm, playing a key part in shaping its success and future direction.

• Secure, permanent role in a well-regarded and growing firm

• Supportive, close-knit team culture that celebrates success

• Hybrid work options, modern office, parking and great facilities

• Exceptional career and growth development pathways

• Top market salary + bonuses for great performance

As the Client Services Coordinator, you’ll be the vital link between clients and the advisory team, ensuring projects run smoothly and clients receive a seamless experience. You’ll also play a key role in driving the firm’s refreshed workflow system, supporting efficient delivery across business advisory, tax, and accounting engagements.

• Manage client onboarding, correspondence, and service requests

• Coordinate workflow across advisory, tax, and accounting projects

• Prepare fee proposals, scope of work, and client reports

• Liaise with clients and external stakeholders to keep projects on track

• Track deadlines, compliance requirements, and deliverables

• Provide administration and invoicing support to Directors and Advisors

• Help embed and refine workflow processes across the team

• Minimum 2 years’ experience in professional services (accounting, financial planning, or legal)
• Understanding of account, BAS, taxation etc.

• Organised, proactive, and able to keep projects on track

• Friendly, people-focused, and confident communicating with clients

• Strong team orientation with a positive, collaborative mindset

• Proficiency in Microsoft Office, CRMs, workflow, and practice management systems

This is a fantastic opportunity to join a progressive firm, contribute to an outstanding client experience, and grow your career in business advisory.

Send your resume to jarrod@brookrecruitment.com.au  or click APPLY today.