We are seeking a highly motivated and experienced Client Relationship Specialist to join our team. In this role, you will be the conduit between our managers and clients, building and managing relationships with our client book.
Job Description
You will work closely with various departments to deliver outstanding results and exceed client expectations. Key responsibilities include:
* Overseeing the entire client journey
* Having a great understanding of client needs to provide unique and tailored solutions
* Collaborating across internal teams to deliver excellent client service
* Staying ahead of the curve by identifying and solving problems before they arise
* Preparing and generating reports for internal parties
* Managing the workflows and performance of on and offshore team members
* Owning the liaison and management of ATO dealings for clients
* Monitoring all client deadlines and ensuring prompt service
* Keeping in regular contact with clients through all mediums, addressing any client concerns or issues
* Maintaining all physical and digital records
* Assisting with managing the firm's Governance, Risk and Compliance strategy
Requirements
We are looking for someone with:
* Experience as a Client Relationship Specialist or similar role in areas of accounting and business services
* Excellent communication and interpersonal skills
* A proven track record and experience with BAS preparation
* Strong problem-solving abilities
* A results-driven work ethic who values getting things right
* The ability to manage multiple clients and projects simultaneously
* Proficiency in ATO portal, CRM software, and Microsoft Office Suite
* Solid knowledge in administrative processes and regulations in the accounting industry
* Experience using cloud accounting software packages such as Xero
Benefits
Our people love to work for us, and here's why:
* We believe in work-life integration, allowing our people to find the balance that works best for them
* Free weekly lunches and awesome social events
* Access to 24/7 wellbeing, medical, and safety support
* Mentoring and coaching from industry leaders
* A fantastic Leadership team that focuses on your career goals and work expectations