Client Success Associate

YMCA; Owen Sound; On-site; CAD 60,000 - 80,000; Full time

Job summary

A local accounting firm in Owen Sound is seeking a Client Success Associate to maintain strong relationships with clients and ensure their accounting needs are met. The role involves regular client communication, scheduling meetings, and supporting technical teams. Ideal candidates will have 2-5 years of relevant experience, strong communication skills, and a positive personality. This full-time position offers a starting wage of $24 to $28 per hour, with a focus on work-life balance and team collaboration.

Benefits

Great work/life balance

Small team with great company culture

Qualifications

• 2-5 years of experience in client service, administration, or accounting office roles.
• Accounting or financial background is preferred.
• Comfortable learning bookkeeping software & CRM systems.

Responsibilities

• Main point of contact for clients; help them stay connected and informed.
• Contact clients regularly to request required documents.
• Follow up on any missing information for timely processes.
• Schedule and attend client meetings for financial reviews.
• Arrange meetings for senior accountants with clients.

Skills

Strong Communication & Organization Skills

Attention to Detail

Ability to Manage Multiple Client Relationships

Positive, Professional, & Approachable Personality

Job description

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
• 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

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.

How to Apply

By Email: [e-mail]