Client Services Specialist - Team Operations

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Description:
William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'Goldilocks' model – a top ten performing business that's just the right size to ensure every employee has a tangible impact.

William Buck is the perfect place to start, grow or take your career to the next level. Be part of a dynamic team that prides itself on delivering advice that makes a difference.

Description of the role: We’re seeking a Client Services Specialist (Team Operations) to join our Business Advisory team. You will be a key person in the Property & Construction team at William Buck. We are a close-knit group with a great culture who work hard but also have a lot of fun. Led by two young partners, this is not the traditional PA or EA role (we know how to book a meeting room!), instead we’re looking for someone who’s not afraid to challenge the status quo, bring fresh ideas, and help shape an integral operational role within the team.

This is a newly created, in-office role with real scope to grow. You will be a key enabler of team success — not just by supporting day-to-day operations, but by helping us rethink how we work. You will take ownership of non-billable activities, streamline processes, and work closely with senior leaders to improve team efficiency and effectiveness.

This role is supported by an admin assistant based in the Philippines who will be your arms and legs to really hit the ground running.

What makes you ‘just right’:
5+ years of experience in a coordination, operations, or executive support role, ideally within professional services.

Excellent written and verbal communication skills.

Strong organisational and project management skills.

Good understanding of accounting processes and client service requirements.

Ability to build and maintain effective client relationships.

Proficiency in accounting software and CRM platforms.

Tech-savvy and confident using digital tools to improve workflows.

A proactive, solutions-focused mindset with a high level of initiative.

Comfortable working with ambiguity and shaping new ways of working.

Professional, approachable, and team-oriented.

Experience with MS office suite.

Willing and able to work full-time from our Sydney CBD office.

What your day might look like:
Partner with senior leaders to manage team operations and priorities.

Deal directly with our major clients on all non-technical matters (our expectation is this is a key role in delivering an exceptional client experience).

Lead the charge on our monthly WIP management and invoicing process, including motivating the team to achieve targets.

Work directly with the partners and senior team members to map out what the year ahead looks like, including workflow management, capacity planning, team leave etc.

Take responsibility for our admin assistant who is based in the Philippines (including her career development).

Tracking and oversight of our tax lodgement list.

Be the main contact for onboarding of new clients to ensure they have a great experience with us from Day 1.

Maintain and improve team systems, databases, and workflows.

Quality control and compliance oversight.

Coordinate meetings, calendars, and internal communications.

Prepare and format client proposals, presentations, and reports.

Support internal reporting, timesheet compliance, and expense management.

Assist with onboarding of new team members, training coordination, and team development activities.

Organise team events, client functions, and stakeholder engagement.

Lead or contribute to process improvement initiatives, including tech-enabled solutions.

Help define and evolve the scope of your role with potential firm-wide impact.

What makes us ‘just right’:
Be part of a respected mid-tier firm with a strong reputation in the property and construction sector.

Join a young, energetic team that values innovation, collaboration, and continuous improvement.

Work in brand new, impressive offices in the heart of Sydney (coming at the end of 2026!)

Access ongoing professional development and career growth opportunities.

Flexible working to help you balance work and personal responsibilities.

Career enhancement and development opportunities.

Free company provided Salary Continuance insurance.

In-House Psychologist.

Extended EAP to support you and your eligible family members.

Bi-Monthly Colleague Lunch.

Dress for your day.

Social Club events.

Run Club.

Working in a vibrant and collegiate culture where your contribution is valued.

More about us:
William Buck is a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients’ needs and tailoring solutions that go beyond traditional accounting and advisory services.

If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.

Diversity, equity and inclusion statement:
William Buck is committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.

Prior to the next step in the recruitment process, we welcome you to inform us confidentially if you may require any special accommodations in order to participate fully in our recruitment process