Client Service Professional

1 week ago

Newcastle, New South Wales, Australia beBeeClientService Full time $45,000 - $75,000
About the Role

This is a dynamic and challenging position that will keep you engaged and interested.

  • Undertake a full function CSA role to support a team of Accountants, ensuring seamless collaboration and efficient workflow.
  • Assist clients with queries, providing exceptional customer service and building strong professional relationships.
  • Update database and liaise with regulatory bodies such as ATO and ASIC, maintaining compliance and accuracy.
  • Support the Office Manager with general office duties, including mail in and out, and contribute to the development of systems and processes.
  • Provide reception support two days a week, ensuring a warm and welcoming environment for clients and visitors.

Responsibilities:

  • Full function CSA role to support a team of Accountants.
  • Assist clients with queries and provide exceptional customer service.
  • Update database and liaise with regulatory bodies.
  • Support the Office Manager with general office duties.
  • Provide reception support two days a week.

Requirements:

  • Minimum 3 years of experience in the public practice accounting sector or financial planning industry.
  • Exceptional communication skills and ability to build strong professional relationships.
  • Excellent organisational skills and time management abilities.
  • Able to self-motivate and work independently.

What We Offer:

  • A supportive and collaborative work environment.
  • Flexible working hours and a healthy work-life balance.
  • Opportunities for career growth and professional development.

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