UBT AccountantsUBT Accountants NZ Limited | Client Services Coordinator
Are you passionate about ensuring a world-class service experience? Have you been working in the Professional Services industry and are now wanting to expand your experience and take advantage of new opportunities that breaks out of the hum-drum number crunching? Are you meticulous about ensuring processes are followed, whilst also not letting the ?square? hold you back? If so, this could be the unique opportunity you are looking for.
Due to rapid growth and the exit of our previous Champion,we are looking for an experienced and driven Client Services Co-Ordinator, who will provide the skillset we need to take our client?s experience and co-ordination to a whole new level!
UBTA is a professional Accounting firm, ranked amongst the top 30 accountants in NZ by CAANZ. Our firm incorporates more than 30 years of experience of business Accounting in NZ, and service clients from Invercargill to Kaitaia! We are more than just a compliance firm; we focus on business advisory and being the Trusted Advisor for our clients. Our clients and our staff are at the heart of our focus; we invest in our team and strive to empower them to grow and develop and take advantage of opportunities which we believe enables us to achieve our mission: ?helping our clients Set and Achieve their financial goals?.
About the role:
The team tag-line says it all; The Client Services Team works to enable Efficiency, create Accountability and drive Completion. As a Client Services Co-Ordinator you would be responsible for supporting an Account Manager and his team in delivering quality of service and quality work to his client portfolio.
Key responsibilities of the role include but are not limited to:
Creating and maintaining client relationships by addressing clients? needs, expectations, challenges and opportunities and therefore contributing to their overall success
Providing support with tax and company administration duties, including managing IRD mail and communications, and oversight of firm-wide tax reminders for clients
Assistance with the preparation of client proposals and scopes as required
Oversight of all new client onboarding experiences
Contribute to the overall company success and growth by proactively initiating process improvements that create greater efficiency gains and ensure consistency and standardisation across the firm
Co-ordinate workflow and job management for your team or the wider team as necessary
Skills & Experience
Must demonstrate our values of Respect, Personal Accountability and Integrity
Has had previous experience in a Professional Services firm, ideally working with and leading a team
Has a minimum qualification of an Accounting Diploma and is well versed in New Zealand tax legislation with practical on the job experience of preparation of returns
Highly competent with online systems, including Microsoft Office and Practice Management systems.
Is skilled in time management and prioritisation of conflicting demands
Will willingly go the extra mile to do the best for the client, putting the needs of others ahead of their own and is proactive about creating sustainable value
Takes initiative and works as a team player
For more information, and confidential enquiries, please contact us through Seek or email: **********
