Client Relationship Manager

1 day ago

Caloocan City, National Capital Region, Philippines beBeeCoordinators Full time ₱1,000,000 - ₱1,500,000

We are seeking a highly organized and proactive professional to join our team as a Client Service Coordinator.

This role is central to managing client communications, compliance deadlines, and workflow tracking for Australian accounting firm clients.

  • Key Responsibilities:
  • Main Tasks:
  • Manage onboarding and compliance documentation for clients.
  • Track jobs and lodgements in practice management software.
  • Communicate proactively with clients (reminders, follow-ups, updates).
  • Liaise with Australian accountants regarding WIP and billing status.
  • Handle ASIC corporate secretarial work (annual review reminders, digital lodgements, maintaining registers).
  • Support client service activities, such as newsletters and webinar coordination.
  • Coordinate workflow across teams.

Necessary Qualifications & Experience:

  • 2-5 years' experience in an Australian accounting firm or supporting one (mandatory).
  • Strong understanding of compliance requirements and client service processes.
  • Proficiency in Australian practice management and corporate secretarial systems (XPM, CAS360, BGL, Karbon).
  • Excellent English communication skills (written and verbal).

About the Role:

This position requires strong organizational skills, effective communication, and ability to handle multiple tasks simultaneously. The ideal candidate will be able to manage client relationships, ensure compliance with regulations, and maintain accurate records.

What We Offer:

A dynamic and supportive work environment, opportunities for growth and development, and a chance to work with a diverse range of clients.

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