Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
About the role
- Senior Associate in Client Accounting Services at Aprio, a leading CPA firm. Maximize opportunities for clients through dynamic teamwork and innovative solutions.
Responsibilities
- Automation - Check/fix and ensure that all automated items are working properly, sales, payroll, inventory, payables, etc.
- Fixed Assets - Ensure that all fixed assets are included in program, correct term, save invoices, and update recurring depreciation/amortization on a go forward basis.
- Delivery Recs - Get, record, chargebacks, delivery fees, marketing, sales tax. All items for delivery rec.
- Investment Reconciliation - Ensure all investment accounts tie in and are properly accounted for.
- Transmittal - Transmit to McDonalds by the 25, validate and ensure all points are taken care of.
- Ratios - Make sure client understand ratios and that we share trends.
- Cash Projections - Depending on Client - Looking Out 5-20 days to ensure cash needs are met.
- E-Sales - By 12:00pm Central must give sales to McDonalds - ensure that all add back deductions are also correct.
- Delivery - Ensure that all reports are pulled for Chargebacks and correct accounting and template upload for automation.
Requirements
- Bachelor's degree in accounting.
- At least 3-4 years of working experience in the BPO industry.
- Experience using accounting software. Preferably with experience using Sage Intacct
- Experience handling Retail, Franchise and Hospitality clients preferred.
- A licensed CPA is an advantage.
- Can communicate clearly and effectively.
- Amenable to work on a hybrid work setup either in Makati or Clark (note that initially, this requires to work onsite for the 1st 2 months)
- Dayshift work schedule from 6:30am to 3:30pm PHT
Benefits
- Wellness program
- HMO coverage
- Rewards and Recognition program
- Free shuttle service (provided by CDC | for onsite employees)
- Free lunch meal (For onsite employees)
- On-demand learning classes
- Discretionary time off and Holidays
- Performance-based salary increase
- Discretionary incentive compensation based on client or individual performance
- Hybrid set up to selected roles/location, terms and conditions may apply
- CPA & Certification Assistance and Bonus Program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior client service role at BNY fostering world - class client service across multiple products. Collaborating with clients and internal teams to enhance satisfaction and address complex issues.
Client Services Associate responsible for accurate onboarding documentation and client interactions at financial services firm. Includes handling pension and investment analysis on behalf of the company.
Manager in Finance Transformation focusing on Japanese companies in Southeast Asia. Advising on purpose - led growth, operational foundations, and management strategies.
Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
Customer Service Representative providing support to Employee Benefit Consultants, clients, and insurers. Handling queries over phone and email in a hybrid work environment.
Client Service Excellence Center associate providing exceptional service via inbound calls to assist clients with financial inquiries at Vanguard. Requires strong client service experience and licensing.
Cyber Client Service Technician ensuring device cybersecurity at GE HealthCare's medical technology. Servicing customer IT and security for enhanced satisfaction with biomedical equipment security.
Client Services Specialist supporting clients on a leading trading platform with advanced communication skills. Handling KYC procedures and providing comprehensive client support and training.
Client Service Specialist supporting clients through live chat, emails, and calls for a leading trading platform. Assisting with KYC procedures and enhancing client satisfaction.