Client Services Representative
4 weeks ago
We are seeking a highly organized and detail-oriented Client Services Officer to join our team at people2people. As the first point of contact for clients, you will play a pivotal role in delivering exceptional service and upholding our reputation for excellence.
Key Responsibilities:- Greet clients and visitors in a professional and friendly manner
- Assist with basic accounting tasks such as invoicing and billing
- Liaise with ATO and ASIC
- Answer and direct phone calls to the appropriate staff members
- Manage the firm's main email inbox and forward messages as required
- Schedule appointments and manage conference room bookings
- Assist clients with inquiries regarding services, appointments, and general information
- Process client intake forms and update client databases
- Maintain the reception area, ensuring it is clean, organized, and presentable
- Coordinate incoming and outgoing mail and packages
- Provide administrative support as needed
- Maintain confidentiality of sensitive client information
The ideal candidate will be a proactive and detail-oriented individual, capable of handling a variety of tasks with efficiency and enthusiasm. You will also have:
- Previous experience working within an accounting firm with ASIC and ATO experience is a crucial requirement for this role
- Experience in a customer-facing role where providing exceptional service and support to clients is paramount
- Strong verbal and written communication skills to interact confidently and professionally with clients, colleagues, and other stakeholders
- Ability to multitask and prioritize tasks effectively, managing various responsibilities such as scheduling appointments, managing inquiries, and handling administrative duties
- Ability to handle client inquiries and resolve issues efficiently, demonstrating resourcefulness and professionalism in finding solutions
- Familiarity with basic accounting terminology and processes
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