[ref. p598704] Junior Client Service Specialist (AU)

Job Title: Junior Client Service Specialist (AU)

Work Setup & Schedule:

• Hybrid (8AM to 5PM)

What you’ll be doing:

• Utilising the CRM systems, undertake data entry for the service line ensuring that records are created / updated in a timely manner with all clients, matters, opportunities, and engagements captured correctly (including clean up and maintenance as required)
• Compile correct paperwork for client administration (ie. registration, lodgement and deeds) in a timely and accurate manner
• Complete standard written documentation and correspondence including forms, letters, mail outs, and team reports ensuring accuracy and compliance with client's corporate visual identity standards
• Perform data entry (e.g. timesheets) accurately and within required timeframes
• Conversion of new client subscription files to Xero subscription file as required

• Complete ASIC Annual Company Statements or other requested changes within the Compliance system in a timely and accurate manner
• Accurately raise fee for ASIC Annual Company Statements processed by service line
• Lodge ASIC forms in the Compliance system, ensuring that forms are correctly signed and within the required due date
• Complete Registered Agent compliance activities (e.g. debt reminders, document reminders) in the Compliance system
• Maintain the service line corporate volumes in line with ASIC Registered Agent T&Cs

• Accurately complete disbursement process and month end billing process for Partner/s and service line in a timely and accurate manner
• Undertake weekly corporate credit card / account reconciliation and coding for Partner/s
• Provide support to Managers and above with expense claims
• Accurately prepares information in a timely manner for billing and provides support to the broader team to complete as required

• Daily input of time into client's practice management system
• Daily communication with client engagement team on priorities and actions
• Highly responsive to emails and communication from client relationship team
• Awareness to time, budget and KPI expectations
• Filing of relevant client information in the relevant internal databases
• Keeps client up to date in a timely manner using preferred communication channel
• Respects and addresses unique needs and concerns of client
• Delivers what was promised
• Communicates in a way that is appropriate for the situation, and that promotes trust, respect, and integrity
• Accurately completes all incoming service line requests received via ServiceNow in a timely manner
• Respond to general service line queries accurately and on time, undertaking independent research when necessary
• Complete tax return lodgments on behalf of the service line
• Comply with independence procedures for the firm by conducting CIC checks and providing other support as requested
• Book (through travel portal) all local, domestic and international travel for Partners and staff within service line, including flights, visa, airport transfers, and accommodation

What will make you a great fit:

• 'Graduate of any business course
• Minimum 1 year experience in administration role
• Solid proficiency in Outlook and Microsoft office products (including Excel, Word and Powerpoint)
• Proficiency in Xero
• Maintains high levels of quality even in very detailed work
• Displays professionalism

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You’ll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States, and the United Kingdom.

You’ll also get to enjoy these perks on top of the essential employee benefits:

• Competitive salary with non-taxable allowances
• Health and wellness benefits
• Vacation and sick leave credits
• Yearly company and employee performance bonuses
• Free meal during office days
• Parent-friendly office
• Training and certifications
• CPD Training Assistance and PRC license renewal reimbursement
• Year-round employee engagement activities