Client Services Administrator

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, and contribute to a thriving Australian accounting firm. This role involves onboarding new clients, managing client information, and collaborating with various teams. You will utilize Xero and other software to support client needs and maintain accurate records. The position offers a competitive salary, comprehensive benefits, and opportunities for career growth. Work from home is a key benefit, along with medical, dental, and life insurance. Enjoy paid vacation and sick leave, plus regular company events and a supportive work-life balance.

Requirements

• Prior experience in AU Accounting Firms
• At least 4 years relevant experience
• Must have client facing experience
• Prior experience in setting up companies' trust, ASIC
• XERO (green and blue)

Responsibilities

• Onboarding of new clients in the accounting and bookkeeping teams
• Collating and entering information received from clients and the sales team into our systems
• Communicating with clients, the sales team and the accounting/bookkeeping teams in relation to the onboarding process
• Regular reporting to the Practice Manager on the status of client onboarding
• Assisting with setup and maintenance of companies and trusts
• Attending to client offboarding
• Working with the Xero suite, Karbon, Content Snare. Microsoft 365 and other software as directed
• Ensure all policies and procedures are followed at all times to the best of your ability
• Ensure our client database is updated to the best of your knowledge
• Ensure all correspondence, internally and externally, is professional and in a way that best represents the organization
• Use of professional judgement to seek assistance from team members where necessary
• Learning about company's other businesses and identifying referral opportunities for those businesses in your client dealings
• Contribution to the company's best practice
• Collaboration with the greater LINK team as required
• Assisting the Practice Manager as required
• Phone answering
• Scheduling of internal and external meetings

Preferred Qualifications

• Karbon
• Content Snare

Benefits

• Work from Home
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities