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Client Success Specialist — In‑Office

YMCA

Owen Sound

On-site

CAD 60,000 - 80,000

Full time

Today
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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
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.
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