Client Services

at  people2people

Are you a dynamic, customer-oriented individual seeking an exciting opportunity to use your talents in a professional environment?
Our clients boutique accounting firm in South Yarra is currently seeking a dedicated Receptionist/Client Services Representative to become an integral part of the team on a part t
As the first point of contact for clients, you will play a pivotal role in delivering exceptional service and upholding the firm’s reputation for excellence.

RESPONSIBILITIES:

• Greeting clients and visitors in a professional and friendly manner
• Answering and directing phone calls to the appropriate staff members
• Managing the firm’s main email inbox and forwarding messages as required
• Scheduling appointments and managing conference room bookings
• Assisting clients with inquiries regarding services, appointments, and general information
• Processing client intake forms and updating client databases
• Maintaining the reception area, ensuring it is clean, organised, and presentable
• Coordinating incoming and outgoing mail and packages
• Providing administrative support as needed
• Assisting with basic accounting tasks such as invoicing and billing
• Maintaining confidentiality of sensitive client information
• Continuously seeking opportunities to improve processes and enhance the client experience

The ideal candidate will be a proactive and detail-oriented individual, capable of handling a variety of tasks with efficiency and enthusiasm. You will also have:

• Previous experience working within an accounting or financial firm is crucial requirement for this role
• Experience in a customer-facing role where providing exceptional service and support to clients is paramount
• Strong verbal and written communication skills to interact confidently and professionally with clients, colleagues, and other stakeholders
• Ability to multitask and prioritise tasks effectively, managing various responsibilities such as scheduling appointments, managing inquiries, and handling administrative duties
• Ability to handle client inquiries and resolve issues efficiently, demonstrating resourcefulness and professionalism in finding solutions
• Familiarity with basic accounting terminology and processe