Lead Client Services Partner

7 months ago


Sydney, Australia Retinue Full time

**About Retinue**

Retinue Accounting was founded on the belief that small business accounting support should be customer service focused, proactive and forward-looking, and upfront about fees and charges. Our fixed fee subscription model ensures our clients have peace of mind that we'll give them the right advice, at the right time, at the right price with no hidden additional costs.

We're more than a business - we're a team driven by our values and actions. Adaptability, commitment, and humility fuel our client-centered approach. We honour our promises, promote transparency, and move swiftly with purpose. We embrace new challenges, and proactively raise issues with a solutions mindset, knowing it takes a team effort to build a successful business.

Due to our quickly expanding client base, we're looking for a Lead Client Service Partner to join our growing team. You will be responsible for providing effective mentorship and coaching to a team of Client Service Partners ( Accountants), ensuring they consistently deliver top-tier service to our clients.

**Key Responsibilities**:

- Lead a team of Client Services Partners, developing their skills in dealing with clients and ensuring consistency in product delivery.
- Recruit and retain talent that has a client-first attitude and the capacity to grow with the business.
- Set the standards of customer service and train the team to match those standards
- Become your team's primary contact for customer complaints, ensuring timely resolution
- Deliver insightful and commercial advice to your own group of diverse small business clients
- Facilitate with the Head of Learning & Development adequate training for the team to meet CPD requirements.
- Ensure the operating model of service delivery remains compliant with all regulatory and licensing requirements.

**Requirements**:

- Bachelor's degree or higher in accounting
- Minimum of 3 years operating in a senior accounting capacity with experience coaching and mentoring juniors
- Must meet the requirements for, and be able to obtain, a practicing certificate in Australia with CA ANZ.
- Experience working with small business clients advantageous
- Experience using accounting software, Xero is highly advantageous
- Exceptional written and verbal communication skills
- Dynamic and energetic mindset, comfortable working in a fast-paced environment to deliver to challenging growth targets.
- Commercially focused with a genuine passion for helping clients succeed.

**Benefits**
- Flexible working options available, ability to work from home following probation.
- Great location close to public transport, with beautiful, serviced offices and first-class amenities
- Financial support with any formal studies and institute membership fees
- Training and professional development relevant to your role, provided by our dedicated in-house training and development team.
- Exceptional professional growth opportunities in a fast-growing business, including (but not limited to) management opportunities or lateral opportunities.
- Become a part of our growth story, work in a high performance and dynamic organisation that recognises success with career progression and further opportunities.

**Our Commitment**:
We believe that diversity, equity, and inclusion are crucial to our success. We recognise that diversity goes beyond race and ethnicity, and includes differences in gender, orientation, age, religion, ability, and more. We strive to create a workplace where everyone feels comfortable being themselves and can fully contribute their talents and skills. We are dedicated to building a workplace that values and respects individuals from all backgrounds and experiences. We welcome and encourage all qualified applicants to apply.

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