Client Relationship Specialist

1 day ago


Melbourne, Victoria, Australia beBeeAccountant Full time $50,000 - $75,000
Job Overview:

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
Essential Skills and Qualifications:
  • 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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