In-Demand Senior client services Jobs in Bankstown, Nsw

Client Services & Practice Administrator (Accounting & Financial Planning)
Simaco Partners Pty Ltd —Bankstown NSW
- $78,000 - $90,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
8d
Senior Project Manager
Universal Granite —Prestons NSW
- Full-time
- Management
- Customer service
- Office
Quick Apply
11d
Assistant Operations Manager
Sports Clean —Castle Hill NSW
- $80,000 - $90,000 a year
- Full-time
- Management
- Customer service
- Maintenance
- Travel reimbursement
- Professional development assistance
Quick Apply
4d
Senior Client Service & Escalations Manager
Cushman & Wakefield —Sydney NSW
- Full-time
- Construction experience
- Leadership
- Communication skills
Quick Apply
12d
National Account Manager - Independent Grocery
Creative Activation —Sydney NSW
- Full-time
- Hybrid work
- Management
- Sales
- Negotiation
- Free food
Quick Apply
EXECUTIVE OPERATION ASSISTANT TO THE MANAGING DIRECTOR
Kandealprojects —Parramatta NSW
- $60,000 - $75,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick Apply
Community Services Assistant Coordinator/Coordinator (Mandarin and Cantonese Speaking)
CASS Care Ltd —Campsie NSW
- $72,800 - $81,200 a year
- Part-time
- First Aid Certification
- Organisational skills
- In-person
Quick Apply
6d
Assistant Building Manager | Strata (North West Portfolio/Parramatta Region)
Synergy —Parramatta NSW
- $75,000 - $85,000 a year
- Full-time
- Google Suite
- Management
- In-person
- Professional development assistance
- Referral program
Quick Apply
Audit Senior/ Experienced Intermediate
Bell Partners Accountants Advisors and Auditors —Sydney NSW
- Communication skills
Senior Client Coordinator - Sydney Region
Prestige Inhome Care —Bondi Junction NSW
- $75,000 - $82,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance program
Quick Apply
12d
SVP Client Delivery & Regional Lead APAC
Accommodations Plus International —Mascot NSW
- Full-time
- Bilingual
- Sales
- Marketing
Quick Apply
Contract Administrator
DM Group Services Pty Ltd —Roselands NSW
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Bachelor's degree
- Work from home
Quick Apply
2d
Client Account Manager
Hustle —Sydney NSW
- $100,000 - $120,000 a year
- Hybrid work
- Annual leave
- Parental leave
Senior Client Delivery Manager
Optus —Macquarie Park NSW
- Organisational skills
- Leadership
- Parental leave
- Employee discount
5d
Quality Assurance Manager – Production & Continuous Improvement
ALIFEPLUS PTY LTD —Botany NSW
- $80,000 - $85,000 a year
- Full-time
- Management
- In-person
- Leadership
Quick Apply
Intermediate Accountant - Business Services and Tax
Rendall Kelly Pty Ltd —Parramatta NSW
- $80,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Education
- Bachelor's degree
Quick Apply
Home Care Compliance Manager – Quality, Risk & Client Oversight
Elderly Home Care Solutions —Randwick NSW
- $120,000.00 - $167,111.60 a year
- Full-time
- Hybrid work
- Care plans
- Communication skills
- Work from home
Quick Apply
Senior Rostering Coordinator (NDIS)
Lumiere Foundation —Seven Hills NSW
- $92,286 - $105,570 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance program
Quick Apply
Senior Client Services Manager - Financial Services (Technology Consulting)
NCS Australia —Sydney NSW
- Full-time
- Parental leave
Quick Apply
11d
Executive Support Officer
NSW Department of Communities and Justice —Parramatta NSW
- $102,936 - $113,579 a year
- Full-time
- Hybrid work
- Administrative experience
- Employee assistance program
5d

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senior client services jobs near bankstown, nsw

Client Services & Practice Administrator (Accounting & Financial Planning)

Simaco Partners Pty Ltd
Bankstown NSW

Quick Apply

Job Details

Full-time
$78,000 - $90,000 a year
8 days ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Management
Administrative experience
Communication skills
Office experience

Full Job Description

About the role

Working closely with the Directors and professional staff, you will provide administrative and client service support across our accounting, financial planning and mortgage broking divisions. You will play an important role in ensuring clients receive an exceptional experience while helping the practice operate efficiently and remain compliant with its regulatory obligations.

Key responsibilities

Prepare and manage client engagement letters and engagement renewals, including invoices.
Coordinate onboarding of new clients across the business.
Support compliance processes, including AUSTRAC and AML record-keeping requirements where required.
Assist in coordinating the notice of assessment, e sign and lodgement program with staff.
Manage workflow and records relating to outstanding forms, engagement acceptances and client documentation, including billings and lodgments.
Assist in coordinating client appointments, review meetings and diary management for senior staff.
Organise follow-up actions arising from client meetings.
Assist with completion of client fact finds, individual tax return input and collection of preliminary information as required by senior staff.
Prepare advisers for meetings by ensuring documentation is complete and organized for quick turnaround (along with relevant file notes).
Coordinate implementation paperwork and provider follow-up under manager direction after advice / lending has been approved.
Assist Senior Staff in review, management and follow up of debtors, WIP and associated invoicing.
Assist with ASIC annual reviews and changes for clients.
Ensure the office remains organised and presentable.
Identify improved processes and implement them in the office environment.

About you:

Demonstrated initiative and a drive to deliver key outcomes and follow up for results.
The ability to follow items up without prompting.
Previous administration, client services or professional office experience.
Excellent organisational and time-management skills.
Strong written and verbal communication skills.
High attention to detail and accuracy.
Ability to manage multiple priorities and deadlines.
Proficiency in Microsoft Outlook, Word, Excel and Teams.
A positive, proactive and client-focused approach.

About us

Simaco Partners is a growing professional services firm providing accounting, tax and financial services, including mortgage broking and financial planning, to individuals, families and business owners throughout Sydney. Given the nature of the role, it will be office based in the first instance and require Australia work rights.

Pay: $78,000.00 – $90,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

senior client services jobs in bankstown, nsw

Client Services & Practice Administrator (Accounting & Financial Planning)

Senior Project Manager

Assistant Operations Manager

Senior Client Service & Escalations Manager

National Account Manager - Independent Grocery

EXECUTIVE OPERATION ASSISTANT TO THE MANAGING DIRECTOR

Community Services Assistant Coordinator/Coordinator (Mandarin and Cantonese Speaking)

Assistant Building Manager | Strata (North West Portfolio/Parramatta Region)

Audit Senior/ Experienced Intermediate

Senior Client Coordinator - Sydney Region

SVP Client Delivery & Regional Lead APAC

Contract Administrator

Client Account Manager

Senior Client Delivery Manager

Quality Assurance Manager – Production & Continuous Improvement

Intermediate Accountant - Business Services and Tax

Home Care Compliance Manager – Quality, Risk & Client Oversight

Senior Rostering Coordinator (NDIS)

Senior Client Services Manager - Financial Services (Technology Consulting)

Executive Support Officer

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