Client Excellence Coordinator
At RippedBoxStation · Manila, NCR, Philippines
- Full-time
Where you can work from
Open to the Philippines
“Manila, NCR, Philippines”
From the location.
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- First seen by us
- 9 October 2026
- Last checked
- 3 hours ago
Job description
From RippedBoxStation’s job post, as they wrote it.
Position: Client Excellence Coordinator
Number of hours: 40 hours/week
Schedule: US Time Zone
Tasks required:
* Serve as the primary point of contact for clients, maintaining professional and positive relationships
* Coordinate client onboarding and account setup processes, as well as offboarding processes, ensuring all necessary documentation is collected and accurately recorded
* Schedule and coordinate client meetings, conference calls, and appointments for accounting professionals, as needed
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* Facilitate effective communication between clients and internal teams, ensuring timely and accurate responses to client inquiries or concerns
* Collaborate with accounting professionals to gather necessary information and documentation for client projects, obtain client progress billing approvals, and monitor lagging projects ensuring smooth workflow and project deadlines
* Assist in the preparation and distribution of client reports, financial statements, and other deliverables as requested
* Maintain client databases and files, ensuring accurate and up-to-date client information and documentation
* Monitor and track client work items, deliverables, and deadlines while ensuring software data is updated per project to ensure timely completion and client satisfaction
* Assist in the resolution of client issues and escalations, working closely with internal teams to ensure timely and satisfactory resolutions
* Identify opportunities for process improvements and collaborate with internal teams to enhance client service and satisfaction
* Other ad hoc tasks that would be assigned
Requirements:
* High school diploma or equivalent; bachelor's degree in business, accounting, or related field preferred
* Proven experience in a client services or customer support role, preferably within an accounting firm or professional services environment
* Working knowledge/experience with accounting tasks, specifically billing
* Excellent interpersonal and English communication skills, with the ability to build strong relationships with clients and colleagues
* Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
* Attention to detail and a high level of accuracy in managing client information and documentation
* Proficiency in using customer relationship management (CRM) software and Microsoft Office suite
* Ability to work independently and as part of a team, demonstrating flexibility and adaptability in a fast-paced environment
* Problem-solving skills and the ability to address client concerns or issues in a proactive and timely manner
* Knowledge of basic accounting principles and an understanding of financial statements is desirable
* Professionalism, discretion, and respect for client confidentiality
* High sense of professional and interpersonal communication, especially when communicating with clients and team members
* Strong attention to detail and work ethic
* Highly organized and able to efficiently prioritize multiple tasks
*
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