
Client Relationship Specialist
1 day ago
This role offers an exciting opportunity to make a positive impact in the financial services industry.
Main Responsibilities:- Effective workflow management
- New client onboarding and database integration
- Timesheet setup, client information collation, and accurate data maintenance
- Fostering strong client relationships
- Establishing payment plans for rendered services
- Efficient debtor management
- Diary coordination for senior team members
- Handling tax office notices and enquiries
- Database accuracy and maintenance
- Tax return preparation and lodgement
- Document filing and archiving
- Tax work compilation
- Invoice generation
- Excellent communication and interpersonal skills
- Business acumen and professional expertise
- Initiative, teamwork, and adaptability
- Effective relationship building with senior staff and management
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