Position: Client Excellence Coordinator
Number of hours: 40 hours/week
Schedule: US Time Zone
Tasks required:
- Serve as the primary point of contact for clients, maintaining professional and positive relationships
- Coordinate client onboarding and account setup processes, as well as offboarding processes, ensuring all necessary documentation is collected and accurately recorded
- Schedule and coordinate client meetings, conference calls, and appointments for accounting professionals, as needed
- Facilitate effective communication between clients and internal teams, ensuring timely and accurate responses to client inquiries or concerns
- Collaborate with accounting professionals to gather necessary information and documentation for client projects, obtain client progress billing approvals, and monitor lagging projects ensuring smooth workflow and project deadlines
- Assist in the preparation and distribution of client reports, financial statements, and other deliverables as requested
- Maintain client databases and files, ensuring accurate and up-to-date client information and documentation
- Monitor and track client work items, deliverables, and deadlines while ensuring software data is updated per project to ensure timely completion and client satisfaction
- Assist in the resolution of client issues and escalations, working closely with internal teams to ensure timely and satisfactory resolutions
- Identify opportunities for process improvements and collaborate with internal teams to enhance client service and satisfaction
- Other ad hoc tasks that would be assigned
Requirements:
- High school diploma or equivalent; bachelor's degree in business, accounting, or related field preferred
- Proven experience in a client services or customer support role, preferably within an accounting firm or professional services environment
- Excellent interpersonal and English communication skills, with the ability to build strong relationships with clients and colleagues
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
- Attention to detail and a high level of accuracy in managing client information and documentation
- Proficiency in using customer relationship management (CRM) software and Microsoft Office suite
- Ability to work independently and as part of a team, demonstrating flexibility and adaptability in a fast-paced environment
- Problem-solving skills and the ability to address client concerns or issues in a proactive and timely manner
- Knowledge of basic accounting principles and an understanding of financial statements is desirable
- Professionalism, discretion, and respect for client confidentiality
Job Type: Full-time
Salary: From Php221.00 per hour
Benefits:
- Work from home
Schedule:
- Fixed shift
Experience:
- CRM software: 1 year (Required)
- Client services or Customer support: 1 year (Required)
