Our client, an accounting & taxation services firm located in Owen Sound, ON, is currently seeking a Client Services Representative 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 $20.00 to $22.00 per hour based on experience.
Why Should I Apply?
- Great Starting Wage - $20.00 to $22.00 Per Hour
- Day Shift Only – Monday to Friday – No Weekends
- Great Work/Life Balance
- Small Team with Great Company Culture
About The Role
The Client Services Representative 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
Collaboration & Support
- Acting as Bridge Between Clients & Bookkeeping & Accounting Teams, Ensuring Questions & Clarifications are Handled Promptly
- Maintaining Accurate Communication Records & Task Updates in Client Management System
Client Experience & Growth
- Collecting Regular Client Feedback & Satisfaction Ratings to Help Continuously Improve Service Quality
- Attending at Local Networking Events to Build Community Connections & Generate Potential Client Referrals
- Seeking Referrals from Existing Clients & Professional Contacts
Qualifications
- At Least 1 Year of Experience in Client Service, Administration, or Accounting Office Roles
- 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 Administrative Associate, Customer Service Representative, 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.
The Agency is an equal opportunity employer and confirms that the posting above is for an existing vacancy. The Agency also confirms that they do not use AI in their candidate screening, assessment, or selection process.
Pay: $20.00-$22.00 per hour
Ability to commute/relocate:
- Owen Sound, ON: reliably commute or plan to relocate before starting work (required)
Experience:
- Client Service, Administration, or Accounting Office Roles : 1 year (required)
Work Location: In person
