Employment OS for your Business

Client Services Support

Business Services • Camberwell, Victoria 3124, Australia • Full-time
AI Job Summary
  • 2–5 years' experience in client services, administration or professional services.
  • Coordinate onboarding: engagement letters, document workflows, and obtain signed documentation.
  • Manage ATO and ASIC administration and liaise with clients on required information.

Role Type

Permanent • Full-time • Associate

Description

Be the engine room behind exceptional client service.

At Alexander Spencer, we believe great client experiences don’t just happen they’re built behind the scenes by talented people who keep everything running seamlessly.

We’re looking for an organised, proactive and customer-focused Client Services Support professional to join our growing team. This is a role for someone who loves bringing order to complexity, enjoys working with people, and takes genuine satisfaction in keeping projects moving.

You’ll work alongside our accountants, managers and support teams to coordinate client engagements from onboarding through to completion, ensuring every client receives an exceptional experience.

If you thrive on organisation, enjoy variety and take pride in getting the details right, we’d love to meet you.

Why Alexander Spencer?

Alexander Spencer is one of Melbourne’s leading accounting and advisory firms with a proud 70-year history of helping businesses and individuals achieve financial success.

Our people are the reason clients stay with us, and we are a workplace where talented professionals can grow their careers while enjoying coming to work.

What you’ll enjoy

  • Modern office in Camberwell
  • Supportive and collaborative team culture
  • Ongoing learning and professional development
  • Employee recognition programs
  • Social events and team celebrations
  • Casual Fridays

About the Role

This is more than a traditional administration position. As our Client Services Support, you’ll become the operational hub connecting our clients, accountants and support teams.

You’ll oversee the administration and coordination that keeps engagements progressing, ensuring documentation is complete, clients remain informed and our internal processes run efficiently.

You’ll play a critical role in delivering the exceptional client service Alexander Spencer is known for.

Your Day Will Include…

  • Coordinating new client onboarding from start to finish
  • Preparing engagement letters and client documentation
  • Managing electronic document workflows and obtaining signed documentation
  • Liaising with clients regarding information requests and outstanding documents
  • Supporting Managers and Accountants throughout client engagements
  • Managing ATO and ASIC administration
  • Preparing invoices and supporting billing processes
  • Creating and maintaining client records across our practice management systems
  • Preparing corporate secretarial documentation
  • Monitoring workflow, timesheets and reporting
  • Supporting the preparation of client correspondence, reports and presentations
  • Ensuring every engagement progresses smoothly and on time

No two days are ever the same, making this an ideal role for someone who enjoys variety and taking ownership.

About You

You’ll be someone who naturally stays one step ahead.

You’re highly organised, love a good checklist and rarely let things slip through the cracks. You enjoy supporting others, communicate professionally and genuinely care about providing outstanding service.

You’ll ideally have:

  • 2-5 years’ experience in client services, administration or professional services
  • Experience within an accounting or financial services practice (highly regarded)
  • Strong organisational and time management skills
  • Excellent written and verbal communication
  • High attention to detail
  • Confidence managing multiple priorities simultaneously
  • A proactive approach and willingness to take ownership
  • Strong relationship-building skills
  • Proficiency with Microsoft Office

Experience with any of the following would be advantageous:

  • Xero Practice Manager (XPM)
  • FYI Docs
  • FeeSynergy
  • Content Snare
  • FuseSign
  • ATOmate
  • ASIC administration

Why You’ll Love This Role

This is a fantastic opportunity for someone looking to build a long-term career in professional services.

You’ll become an integral part of a respected accounting firm where your contribution genuinely matters. You’ll work with experienced professionals, develop new skills, and play an important role in delivering exceptional outcomes for our clients every day.

If you’re someone who enjoys creating structure, solving problems and making life easier for both clients and colleagues, we’d love to hear from you.

Apply now and become part of a team that’s committed to Elevating Every Connection.

Please note:

As part of our recruitment process, all preferred candidates will be required to undergo a National Police Check. Employment is subject to the satisfactory completion of this background check.

Company Overview

From our beginnings in Boronia in 1952, we’ve been proud to provide accounting and financial solutions to Melburnians for almost 70 years, growing to become an AFR Top 100 Accounting Firm. We are committed to providing quality business solutions and outstanding advice to all of our clients. At Alexander Spencer, we’re more than just a tax and accounting firm. We pride ourselves on the breadth of our financial knowledge, our outstanding level of service and our unwavering commitment to creating productive and lasting relationships with all of our clients. We believe in fostering success through playing an active role in developing and implementing business strategies for our clients no matter what stage of their business life they are in. We empower through education and provide services that help businesses run operationally whilst achieving business goals. At Alexander Spencer, we are dedicated to supporting our clients at every stage of their journey. Our firm has evolved from its roots in Tax and Accounting to offer a full range of comprehensive business services, ensuring that we meet the diverse and dynamic needs of our clients. Our offerings include, but are not limited to: + Business Structuring + Strategic Advisory, Reporting and Forecasting + Succession Planning/Mergers & Acquisitions + Purchase of Business + Self-Managed Super Fund (SMSF) Services + Estate Planning + Tax Advisory + Live Analytics Reporting + Bookkeeping – The Outsourced Office + Finance & Debt Advisory – AS Mortgage Partners + Business Insurance – Wilson White Insurance Brokers