Client Relations Specialist and Admin Officer

Overview

Looking for full-time work (6 hours/day)

at $17.00/hour ($2,244.00/month)

Bachelors degree in Accounting

Last Active

September 4th, 2024 (4 days ago)

Member Since

November 16th, 2016

Profile Description

As a Client Relations Specialist, I've worked with two main industries: Tax Accounting Firm and Online Coaching Business. 

Here are the tasks I did for each industry:

Tax Accounting Firm
- Front-line point of contact of clients
- Intermediary between clients and accountants/bookkeeper of the firm
- Onboarding clients and briefing them what information they need to provide
- Requesting invoices and bank statement from clients on a timely basis
- Issuing invoices on Quickbooks
- Matching client's payments to relevant invoices on Quickbooks
- Generating Accounts Receivable, Cash Flows, and Sales Report in Quickbooks
- Sending direct debit mandate for our clients
- Chasing accounts receivables
- Filing confirmation statement with Companies House
- Processing appeals for the penalty of our clients
- Incorporation of UK companies
- Calling HM Revenue and Customs to inquire about our clients concerns on their taxes
- Processing clients request such as: adding/changing members of LLPs, adding/removing director of the LTDs, updating address in HMRC/Companies House
- Registering clients for a Unique Taxpayer Reference (UTR) with HM Revenue & Customs

Online Coaching Business
- Customer service Email Support
- Chase clients for accounts receivable- Update program materials in Kajabi & GoHighlevel
- Respond to members' inquiry regarding their membership- Facebook Group Engagements
- 1 on 1 video tech support calls with clients
- Onboarding calls with clients
- Event moderation and engagement
- Outbound call to chase payment due with clients
- Respond to members' inquiry regarding their membership
- Process requests related to members subscription
- Handle team in meetings, improvements and planning and supervised teaUpgrade to see actual infombers

Skills:
1) Customer Relations
2) Administrative
3) Onboarding
4) Invoices and Accounts Receivable / Credit Control
5) Bookkeeping

Tools Used:
1) Email Management: Outlook, Helpscout
2) Bookkeeping software: Quickbooks
3) Task Management Software: Monday, Asana, Trello
4) CRM: Infusionsoft/Keap, GoHighLevel
5) Accounting-related software: Taxcalc, Smartvault, 

Certificates:
* Blogging and Content Marketing: Shaw Academy
* Mailchimp Email Marketing: Coursenvy
*Quickbooks Pro