Client Experience Coordinator

23 hours ago

Wagga Wagga New South Wales, Australia Boyce Chartered Accountants Full time $45,000 - $65,000 per year

The Opportunity:

We're looking for a Client Experience Coordinator to join our Wagga Wagga team.

As a Client Experience Coordinator, you will manage workflow to ensure our accountants' workload is balanced, provide exceptional service to clients by handling a variety of requests, and assist the team with preparing financial statements and tax returns as needed.

What Your Day-to-Day Will Look Like:

Your day will be varied and engaging, offering the opportunity to manage workflows, provide client service, and support our team. Your day may look something like this…

  • Workflow Management: Start your day by reviewing and prioritising tasks to ensure our accountants' workload is balanced. You'll update job statuses and coordinate with team members to keep everything on track.
  • Client Interaction and Support: Handle client document requests promptly and professionally. You'll be the first point of contact for client queries, ensuring excellent service and clear communication.
  • Financial Statements and Tax Returns Preparation: Assist the team with preparing financial statements and tax returns as needed. You'll review and save necessary documents, ensuring accuracy and compliance.
  • Administrative Duties: Throughout the day, you'll manage various administrative tasks, such as handling ATO requests, updating records, and providing initial cashbook training to clients. Your organisational skills will help keep everything running smoothly.

About You:

We're looking for a dedicated professional with a strong background in administration or financial services and a passion for delivering exceptional client service. You might be a customer service professional looking to develop, a bookkeeper wanting more variety, or an admin professional eager to advance your career. You'll excel in managing tasks, communicating effectively with clients, and supporting the team with a positive and proactive attitude.

If you have some of the following skills, experience, or qualities, we would like to hear from you:

  • Qualifications in Business Administration, Bookkeeping, or experience in administration, bookkeeping, or financial services.
  • An ability to maintain customer service levels in a busy environment.
  • Proficiency in Microsoft Office applications.
  • A demonstrated "can-do" attitude.
  • Strong analytical and critical thinking skills to resolve issues.
  • Commitment to ongoing learning and development.
  • Ability to build relationships with clients and team members from varying backgrounds.
  • Highly organised and efficient in managing multiple tasks accurately and timely.

About Boyce:

Founded over 50 years ago, Boyce provides a range of advisory services to businesses and investors across NSW and beyond. We have offices in Wagga Wagga, Goulburn, Orange, Tamworth, Dubbo, Cooma, Moree, Canberra, and Sydney, with team members working remotely across Australia.

Boyce has ranked as the #1 Regional Accounting Firm in Australia in the AFR's Top 100 Accounting Firms list for every year since 2018. We are connected to our communities, and we cultivate lasting relationships built on trust.

Interested? How to Apply:

If this sounds like an opportunity for you, please submit your application today.

Boyce is committed to building a diverse and inclusive culture. We are proud to be an equal opportunity employer that values an innovative and diverse workplace where all colleagues can be their authentic selves.

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