Client Services Coordinator

At FMA Partners, we help business owners make better decisions, grow successful businesses, and achieve goals that can genuinely change their lives.

As we continue through an exciting period of growth, we’re expanding our Business Support Team and we're looking for a Client Services Coordinator who thrives in a fast-paced environment and enjoys being at the centre of the action. You’ll play a key role in delivering exceptional client experiences, ensuring our clients feel supported while helping keep our people, processes, and operations running smoothly.

FMA Partners is a modern, forward-thinking firm that values exceptional service, strong relationships and continuous improvement. Based in our modern office overlooking Cronulla Beach and directly opposite Cronulla train station, you'll join a collaborative, supportive team where your ideas are valued and your contribution genuinely makes a difference.

Providing exceptional support to clients and assisting with day-to-day client enquiries and communication.
Preparing and coordinating client documentation, including engagement letters, proposals, quotations, correspondence and other administrative documentation.
Manage incoming and outgoing client documentation, including scanning, filing, document registers and maintaining accurate records.
Support the monthly billing cycle, prepare invoices, and assist with debtor management
Coordinate team and partner meetings and calls, ensuring smooth diary management and scheduling across allocated team members.
Oversee the end-to-end onboarding and offboarding process for clients, creating a smooth, professional and seamless experience.
Coordinate client job creation, workflow administration and ongoing maintenance of client information and records.
Regulatory liaison for all correspondence, including checking and forwarding of ATO correspondence and coordination of lodgments on a daily basis.
Maintaining and updating client information across various systems, including Xero, ABR and ATO records.
Assisting professional staff with administrative and operational tasks to ensure work is completed efficiently and on time together with organising internal training, meetings and events
Supporting internal projects, process improvements and business initiatives as required.

About the Role

About You?

We’re looking for someone who enjoys helping others, takes ownership of their work, and takes pride in delivering a high standard of service. To succeed in this role, you’ll have:

Previous experience in administration, client services, practice support, office coordination or a similar support role.
Strong organisational skills and exceptional attention to detail.
Excellent communication skills, both written and verbal.
The ability to manage multiple priorities while maintaining accuracy and professionalism.
A proactive mindset with the confidence to identify issues and find solutions.
Strong Microsoft Office skills, particularly Word, Outlook and Excel.
Confidence learning and using technology and business systems.
The ability to build positive relationships with clients and colleagues alike.
Thrive in a fast-paced, deadline-driven environment, while managing different priorities.
Experience in an accounting, legal, financial services or professional services environment (highly regarded).
Exposure to systems such as XPM, FYI, Xero, Annature, and Microsoft products or similar platforms (advantageous).

Stability and security with a respected firm that has been operating successfully for more than 45 years.
A supportive team culture where your contribution is recognised and valued.
Opportunities to contribute ideas and help shape how we work and serve our clients.
A modern office with water views, located directly opposite Cronulla train station.
Team retreats, strategy days and social events through our Vibe & Thrive program.
Participation in our team bonus program.
Opportunities to broaden your skills, take on additional responsibility and grow your career alongside the business.
A workplace that embraces technology, innovation and continuous improvement.

Why Join Us?

If this role sounds like the right next step for you, we'd love to hear from you.

Please submit your CV and cover letter to our hiring manager, Clark, and we'll be in touch with suitable candidates for a confidential discussion.

Working at FMA is genuinely exciting. You are encouraged to think differently, challenge the usual way things are done, and decisions get made quickly with very little red tape. It feels like being part of a team that is actively shaping what will become the most innovative accounting and advisory firm in Australia.

Clark Mak - Business Manager