Client Services Coordinator

2 weeks ago

Ortigas Center, Philippines NAIS CORP Full time

Role Overview:
Client Services Coordinator will be the first point of contact for our clients, providing professional, friendly, and efficient support to both our team and the people we serve. You’ll manage the day-to-day administration of the practice, assist with client onboarding, support workflow management, and ensure our office systems are organized and effective.

Qualifications:
- Previous experience in an administrative role (accounting or professional services preferred).
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Experience with Xero Practice Manager and/or Suite Files (highly regarded, but not essential – training provided).
- Understanding of ASIC (Now Infinity) and ATO compliance processes will be advantageous.
- Has strong attention to detail and prides themselves on accuracy.
- Communicates clearly and confidently (both written and verbal).
- Is proactive, organized, and able to manage competing priorities.
- Brings a warm, approachable, and professional demeanor.
- Is comfortable learning and using cloud-based software.

Client Service Responsiblities:
- Manage client enquiries and direct them to the right team member.
- Assist with client onboarding, documentation, and compliance requirements.
- Maintain client records and files using Xero Practice Manager, SuiteFiles, and other cloud-based systems.
- Prepare and format correspondence, reports, and documents.
- Coordinate appointment scheduling and manage the practice calendar.
- Support the team with lodgement deadlines and ASIC compliance administration.
- Assist with accounts payable/receivable administration and invoice preparation.
- Preparing and following up client documentation (e.g. tax returns, BAS, declarations)
- Liaise with banks, insurance providers, brokers, and super funds to request client information, as well as other accountants and financial advisers.
- Drafting of official letters
- Australian Taxation Office: general correspondence, deferral requests, lodgements lists, Division 293, ECC, remission requests etc.

Location: 11/F One Corporate Center, J. Vargas, San Antonio, Ortigas Center, Pasig City, Metro Manila, Philippines 1605
Work Set Up : Onsite
Work Schedule : Fixed Day Shift | Rotating Shift Schedules
Job Types: Full-time, Permanent
Pay: 24,000 to 26,000

Benefits:
HMO
Paid training

  • Client Services Coordinator

    6 days ago

    Ortigas, Philippines NAIS CORP Full time

    Role Overview: Client Services Coordinator will be the first point of contact for our clients, providing professional, friendly, and efficient support to both our team and the people we serve. You’ll manage the day-to-day administration of the practice, assist with client onboarding, support workflow management, and ensure our office systems are organized...

  • Client Services Coordinator

    2 weeks ago

    Ortigas, Metro Manila, Philippines Satellite Office Full time

    CLIENTS SERVICES COORDINATORWork for our global clients and immerse in our rich and diverse company culture where you can thrive, grow and just be aweSOme Apply now and discover the Satellite Office Candidate Experience – recognized as one of BEST among BPO companies worldwide.WHAT IS A/AN CLIENTS SERVICES COORDINATOR?The Client Services Coordinator (CSC)...

  • Client Service Associate

    1 week ago

    Ortigas, Philippines Sapient Global Services Full time

    Easy and Fast One-day Hiring Process Earn up to 31k monthly plus more benefits We are looking for a Travel Agent Representative in our Metro Manila Sites This is for urgent hiring, don't miss this opportunity and Apply NowResponsibilities:Answer inquiries from clients about travel products and services.Assist clients with booking travel arrangements and...

  • Work From Home

    3 weeks ago

    Ortigas Center, Philippines Cyberbacker Careers Full time

    100% Work From Home | Available for FULL TIME & PART TIME PERKS AND BENEFITS: Permanent Work from Home Earn in Dollars Training Included (Paid) No Experience needed, but a plus Health Care Retirement Plan Responsibilities: Oversee all aspects of buyer and seller transactions from executed purchase agreement to closing. Coordinate title/escrow, mortgage...

  • Sales Operations Coordinator

    7 days ago

    Ortigas, Philippines Tahche Outsourcing Services Inc. Full time

    Our Partner Client connects iconic brands with exceptional talent. Headquartered in NYC and trusted nationwide, we specialize in premium staffing for events, hospitality, fashion, and retail, temp-to-perm, and beyond. Fast. Polished. People-first.As a Sales Operations Coordinator, you're the engine behind the sales team, keeping deals moving, details...

  • Client Services Associate

    2 weeks ago

    Ortigas, Philippines COL Investment Management, Inc. Full time

    Lead Generation & Promotion:Facilitate campaigns and initiatives to generate new leads, improve sales conversion, and enhance the customer experiencePromote and offer COL products and services— including the COL Strategic Growth Fund (CSG), COL Equity Index Fund (CEIF), and other key offerings— to prospective and existing clientsSupport the organization...

  • Service Delivery Coordinator

    2 weeks ago

    Ortigas, Metro Manila, Philippines iSupport Worldwide Full time

    Be a part of our fast-growing team and unchain all the possibilitiesWhat is your mission?We are looking for a Service Delivery Coordinator to help deliver exceptional client service and operational efficiency. You will manage communications, coordinate tasks, and ensure timely execution of processes to support account management goals. If you have strong...

  • CSR - Finance Associate - Credit and Collection Specialist - Week

    3 weeks ago

    Ortigas Center, Philippines Sapient Global Services Full time

    We are urgently hiring for a Credit and Collection Agent at Metro Manila Sites! One-day Hiring Process! Earn up to 25k monthly! Plus more benefits! This is a limited slot. Apply now! Responsibilities: • Manage financial transactions and handle inquiries with accuracy and efficiency. • Provide financial advice and guidance based on client needs. •...

  • Corporate Banking Customer Service

    1 week ago

    Ortigas Center, Philippines J-K Network Full time

    Client Profile: One of the largest IT Company for over 49 years in the industry providing technology and electronics consultant. Position: Corporate Banking Relationship Agent (CSR) Industry: IT Company Location: Ortigas, Pasig City Salary: Php18,000 – Php25,000 Schedule: Graveyard Schedule Work Set up: Work on site Benefits: ✨ Government mandated...

  • Credit Officer

    3 weeks ago

    Ortigas Center, Philippines J-K Network Services Full time

    COMPANY PROFILE: This Company main Branch is in Japan and also have four partnership both in domestic and overseas, it is also established in June 1954. their company industry is focused on financial services such as bill collection and leases services. Position: Credit Officer Company Industry: Finance Company Work Location: Ortigas, Pasig City Work...