AddressCompany Description
Stirling Partners is a Chartered Accounting Firm located in Claremont, Western Australia. We specialise in providing tax and business advisory to small business, family groups and individuals. Within the group, Stirling Auditors provides auditing services to small associations, legal trust accounts and SMSFS. 4Sight Bookkeeping provides bookkeeping and payroll services.
Role Description
This is a part-time on-site role as a Client Services Officer. As a Client Services Officer, your day-to-day tasks will include:
- Creating the best experience possible for our clients, ensuring their service expectations are met.
- Improving the efficiency of our Workflow and client communication process by building a strong rapport/relationship with the client and supporting them across our Ecosystem.
Position Description
- Responsible for updating and maintaining CRM across our software platforms
- Responsible for new entity setups/changes and application/cancellation of tax registrations.
- Responsible for client communication including reception duties, daily mail, newsletters and social media posts.
- Responsible for maintaining our workflow system
- Liaison with practice administrator on invoicing/debtors
- Responsible for Client Services like ATO liaison, interest remission, and gate title search, business name registrations, renewals, transfers, cancellations on ASIC Connect
- Responsible for updating and creating procedures/templates relating to the Client Services role
- Assist with detailed reporting and statistical analysis, including updating dashboard weekly/ monthly fitness, reporting on practice management system
- Event management like Christmas lunch, team building and other social events.
Qualifications
- Strong interpersonal and communication skills
- Experience in Client Services or customer support
- Demonstrated ability to ensure customer satisfaction
- Excellent problem-solving skills
- Ability to work well in a team
- Proficiency in Microsoft Office Suite
- Attention to detail
- Knowledge of accounting services is a plus
- Experience of accounting software (Xero/SF360/ChangeGPS/ATOMate/etc) is a plus
