Client Success Coordinator, Accounting & Compliance

HR Partner; Makati; On-site; PHP 335,000 - 469,000; Full time

Job summary

HR Partner is seeking a Customer Service Officer / Client Services Officer in Makati, Philippines to support business services teams with administrative tasks, accounting and tax workflows, and client communications. The role involves setting up new clients, handling compliance tasks, and coordinating with managers on client matters.

The position focuses on administering client records, facilitating document workflows, and ensuring timely communication with clients and internal teams.

Responsibilities

• Administrative functions: Adding new clients to XPM; Preparing client engagement letters and fee agreements; Setting up new client structures; Handling annual company statements and ASIC changes; Managing 'No Longer Client' matters; Client workflow support and follow-up; Scanning documents and filing in Virtual Cabinet; Assisting with team billing.

Job description

HR Partner is seeking a Customer Service Officer / Client Services Officer in Makati, Philippines to support business services teams with administrative tasks, accounting and tax workflows, and client communications. The role involves setting up new clients, handling compliance tasks, and coordinating with managers on client matters.

The position focuses on administering client records, facilitating document workflows, and ensuring timely communication with clients and internal teams.