Client Service Coordinator
About Us
We are a progressive accounting and business advisory firm supporting small to medium New Zealand businesses. We focus on proactive advice, strong systems, and great client relationships. As we continue to grow, we are looking for a Client Service Coordinator to help keep the office running smoothly and ensure our clients receive a consistently high level of service.
Purpose of the Role
The Client Service Coordinator plays a key role in supporting both clients and the internal team. You will be the first point of contact for many client interactions, help manage workflow and deadlines, and provide general office and accounting support to ensure jobs are completed efficiently and on time.
This role is ideal for someone who enjoys organisation, communication, and being the “glue” that holds an office together.
Key Responsibilities: Client Service & Communication
+ Act as the first point of contact for client phone calls, emails, and walk-ins+ Respond to general client enquiries or allocate them to the appropriate team member
+ Follow up with clients for outstanding information (e.g. GST data, tax records, payroll details)
+ Keep clients informed of job progress and next steps
+ Assist with onboarding new clients and maintaining positive ongoing relationships
Workflow & Job Coordination+ Track jobs and deadlines using our workflow system
+ Ensure work is progressing smoothly and escalate issues where required
+ Assist with scheduling client meetings and managing calendars
+ Prepare and send engagement letters, proposals, and standard client correspondence
Accounting & Administration Support+ Assist with preparation of GST, tax, or compliance jobs (data collation, checklists, reconciliations)
+ Run standard reports from Xero and other cloud accounting/ reporting systems
+ Upload, organise, and file documents in our document management system
+ Support the team with general administrative tasks during peak periods
Office Support+ General office administration and coordination
+ Maintain client records and CRM information
+ Assist with invoicing, billing queries, and follow-ups
+ Help improve internal systems, templates, and processes over time
Skills & Experience+ Strong written and verbal communication skills
+ Excellent organisation and attention to detail
+ Confidence dealing with clients professionally and courteously
+ Comfortable using technology and cloud-based systems
+ Experience in an accounting firm, professional services, or office administration role is highly desirable
+ Experience with Xero (or similar) is an advantage, but not essential
What We Offer+ A supportive, friendly team environment
+ Flexible hours and hybrid working options once established
+ Exposure to accounting and business advisory work
+ Opportunity to grow the role over time as the firm grows
+ A stable, long-term position with variety and responsibility
What You'll Bring+ Organised, reliable, and great with people
+ Strong communication and attention to detail
+ Comfortable using technology and learning new systems
+ Experience in an accounting firm or professional office is a plus