**Job Title:** Client Experience Coordinator
As a Client Experience Coordinator, you will be responsible for managing workflows, providing exceptional service to clients, and assisting the team with preparing financial statements and tax returns.
Key Responsibilities:
* Workflow Management – review and prioritise tasks to balance accountants' workload, update job statuses and coordinate with team members.
* Client Interaction and Support – handle client document requests, be first point of contact for queries, ensuring excellent service and clear communication.
* Financial Statements & Tax Returns Preparation – assist the team with preparing financial statements and tax returns, review documents for accuracy.
* Administrative Duties – manage administrative tasks such as ATO requests, record updates, and initial cashbook training.
Requirements:
Qualifications:
A degree in Business Administration or relevant field is preferred but not required. However, candidates must have extensive experience in administration or financial services.
Skills:
Exceptional client service skills
Strong analytical and critical thinking skills to resolve issues
Ability to maintain customer service levels in a busy environment
Proficiency in Microsoft Office applications
Able to build relationships with clients and team members from varying backgrounds
Highly organised and efficient in managing multiple tasks accurately and timely
Demonstrated