We are a remote team with team members in America, India, Philippines, and Ukraine. Our small business is rapidly growing and we need a Client Service Coordinator to support our accounting clients. We would like a person who is eager to develop and refine their skills. Someone who takes pride in systematic and seamless work. Most important someone who pays attention to details and goes above and beyond what is expected to satisfy our clientele. If you want to work with a team of hardworking individuals and you feel your expertise can add value to our company apply now!
TITLE: Client Services Coordinator
REPORTING TO: Business Manager
POSITION PURPOSE
To meet the business’ needs by attending to client service and administrative requirements.
KEY ACCOUNTABILITY
Provide support and administrative assistance to Directors/Partners/Managers/Accountants including:
Maintaining client database including additions, deletions, and changes as needed
Scheduling annual work to meet client needs and achieve efficient resource management
Following up with clients on scope sign off and payment of any agreed upfront amount
Returning client records
Typing of letters and simple reports to clients
Filing of paper or electronic documents
Fee preparation
Preparing checklists of information
Reviewing and checking client documents
Contacting clients for any missing information
Monitoring workflow
Monitoring tax due dates
Reviewing and chasing accounts receivable
Systems writing and updating
POSITION COMPETENCIES
Displays a reasonable knowledge and understanding of a professional office environment
Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities
Displays each of the following attributes – excellent work ethic / dedication / punctual / initiative / personality / pro-active / attention to detail / organized / self-motivated
Confident enough to develop client relationships and build rapport with staff, business partners and clients
POSITION QUALIFICATIONS
No formal qualifications are required for this position. However, studies in Business Administration would be highly regarded.
POSITION EXPERIENCE REQUIRED
Experience in a virtual environment
Proven experience with office software such as Microsoft Office
Maturity and responsibility
Posted On: November 22, 2018 04:07 UTC
ID: 214778748
Category: Accounting & Consulting > Management Consulting
Skills: Communications, Determine, Google Apps, Google Docs, Microsoft Excel, Organizer
Country: United States
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