Alexander Spencer CPA

Client Services Support

Alexander Spencer CPA  •  Camberwell, AU (Onsite)  •  1 month ago
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Job 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 boutique 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're committed to creating 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 May 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
  • Coordinating work between our Melbourne and Phillippines teams
  • 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.

Alexander Spencer CPA

About Alexander Spencer CPA

Founded in 1952 as Alexander and Spencer, the firm has a long, proud history built with solid client relationships.

In 2020, the firm shifted into new premises, and with that change came a fresh new name, Alexander Spencer.

At Alexander Spencer, we are committed to servicing clients promptly to meet their accounting, taxation, and financial needs by listening, communicating and caring.

We are one of Melbourne’s leading accountancy firms offering accounting services to business and personal clients. We specialise in taxation, superannuation, business management, financial services, bookkeeping, and administration.

Our clients frequently compliment us for providing consistently high-quality personal service, strategic advice, and sound technical support, which assists clients and their businesses to prosper.

The directors believe in fostering success by playing an active role in developing, implementing, and monitoring their client's business strategies. The Alexander Spencer team recognizes that advice must be more than tax or technically driven. Our clients receive sound and practical commercial advice based on a close understanding of each business's long-term objectives.

Our customer-driven philosophy sets the tone for everything we do, with our services specifically tailored to add value to the financial management of your business and personal objectives.

Visit our website https://alexanderspencer.com.au/ or email us at Info@alexanderspencer.com.au.

Industry
Accounting & Tax
Company Size
11-50 employees
Headquarters
Camberwell, AU
Year Founded
1952
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