Job Description
Our client, Black Box Consultancy Services Inc., an accounting & taxation services firm located in Owen Sound, ON, is currently seeking a Client Success Associate to play a key role in maintaining strong client relationships and ensuring their accounting and tax needs are met. This position is a Full-time Monday to Friday in office role. Wages starting at $24.00 to $28.00 per hour based on experience.
Why Should I Apply?
- Great Starting Wage – $24.00 to $28.00 Per Hour
- Shift – Monday to Friday
- Great Work/Life Balance
- Small Team with Great Company Culture
About The Role
The Client Success Associate will be the main point of contact for clients, helping them stay connected and informed throughout their accounting and booking processes. Other duties may include:
Client Communication & Coordination
- Contacting Clients Regularly to Request Required Documents & Ensure Timely Submissions
- Following Up for Any Missing Information to Keep Bookkeeping, Payroll, & Year-end Processes on Track
- Scheduling & Attending Client Meetings to Review Monthly or Quarterly Financial Statements Prepared by Our Technical Team
- Arranging Meetings for Our Senior Accountants with Our Clients
Collaboration & Support
- Acting as The Bridge Between Clients & Our Technical Bookkeeping & Accounting teams, Ensuring Questions & clarifications are Handled Promptly
- Maintaining Accurate Communication Records & Task Updates in Our Client Management System
Client Experience & Growth
- Collecting Regular Client Feedback & Satisfaction Ratings to Help Us Continuously Improve Service Quality
- Attending at Least Two Local Networking Events Each Month to Build Community Connections & Generate Potential Client Referrals.
- Seeking Referrals from Existing Clients & Professional Contacts
Qualifications
- 2-5 Years of Experience in Client Service, Administration, or Accounting Office Roles
- Accounting or Financial Background
- Strong Communication & Organization Skills with Attention to Detail
- Ability to Manage Multiple Client Relationships & Meet Deadlines Independently
- Positive, Professional, & Approachable Personality Who Enjoys Helping Others.
- Comfortable Learning Bookkeeping Software & CRM Systems (training provided)
You may be a great fit for this position if you have previous experience as an Office Assistant, Accounting Assistant, or Payroll Administrator.
To apply, send your resume via this posting only. While we thank you for your interest, only selected candidates will be contacted for an interview.
Company Description
The Agency is a local employment services company that helps people find permanent and temporary labour opportunities throughout Grey & Bruce County. Our process involves working directly with you to gain a better understanding of your background and to develop an outline of the type of work you’re looking for. We then reach out to our network of local employers to try and find qualified opportunities that meet your needs. And the best part: there is no cost to use our services and we don’t take money off your pay. To find out how The Agency can help you, send your resume to info@theagencyhelps.com or call 519.376.4357 today!