Client Partner

• Assist the Senior Client Manager in managing and nurturing client relationships, addressing client inquiries, and providing timely and accurate information
• Support the planning, execution, and monitoring of client projects, ensuring they are delivered on time and within scope
• Assist in preparing financial statements, reports, and analyses for clients, ensuring accuracy and compliance with accounting standards
• Help maintain accurate and up-to-date client records, including financial data, correspondence, and project documentation
• Ensure compliance with local, state, and federal regulations, and stay updated on changes in accounting standards and practices
• Coordinate and communicate effectively with clients, internal teams, and external stakeholders to ensure smooth project delivery and client satisfaction
• Assist in the onboarding process for new clients, including gathering necessary documentation and setting up client accounts

Accountant / Assistant Client Manager

• Building and maintaining Client engagement to maximize client and user satisfaction including developing a strong understanding of their needs
• Reporting on key performance indicators (KPI) and client CSM reporting
• Account Management plans and processes to be setup and managed for each ERP client.
• Gain a good level of understanding of ERP processes, including Oracle NetSuite and Microsoft Dynamics Business Central.
• Lead client engagement through various initiatives and communication channels
• Work with several key vendors and third party vendors to align any license requirements for clients, and drive license sales.
• Vendor and contract management with software suppliers
• Demonstrated experience in driving continuous improvement for innovation, best practice, process improvement
• Manage upsells through prospecting, marketing, forecasting, account strategy, and planning.
• Proactive in the research and evaluation of new technologies and solutions for clients.
• Develop industry knowledge, and create and manage thought leadership content for RSM
• Excellent written and verbal skills with demonstrated ability to work autonomously and produce very high-quality output
• To work outside normal hours where necessary to ensure the provision of critical services where required
• Travel to other RSM offices and client sites as necessary
• Run marketing campaigns and other client engagements to educate clients and build a pipeline of opportunities.
• Maintain current systems, and provide feedback and innovative ideas on business process changes and new technology innovation to drive efficiency within CSM processes

Client Success Manager

• Be the voice of the customer, ensuring feedback and insights are turned into practical improvements across the business.
• Map the customer journey, identify where customers experience unnecessary effort or frustration, and improve those interactions.
• Drive customer experience initiatives by partnering with delivery teams to improve products, processes and service delivery.
• Champion a customer-first culture by influencing leaders and teams to consider customer impact in everyday decisions, anchored in our Super-Green standard of easy, fast, consistent and informed.
• Develop customer experience capability by delivering training, coaching and practical guidance that helps delivery teams create better customer outcomes.
• Provide customer experience insights and reporting, identifying trends, measuring outcomes and recommending priorities for improvement.

Client Experience Manager

• Act as the primary point of contact for a portfolio of clients, building strong relationships and addressing inquiries with financial insights and practical recommendations.
• Oversee and review the maintenance of accurate financial records across the client portfolio, including transactions, reconciliations, and ledgers.
• Review and manage the preparation of monthly, quarterly, and annual financial statements and reports, ensuring accuracy and compliance with accounting standards.
• Oversee reconciliation processes for bank statements, credit cards, and other accounts, identifying and resolving discrepancies.
• Manage payroll oversight, ensuring compliance with relevant laws and regulations across client accounts.
• Oversee accounts payable and receivable processes, including invoicing, payments, and collections, across the client portfolio.
• Support the preparation of tax returns and liaise with clients and advisors during tax audits.
• Train, mentor, and support junior bookkeeping staff, reviewing their work and guiding their professional development.
• Utilize accounting software (e.g., QuickBooks, Xero, MYOB) to oversee financial data management and reporting across clients.
• Monitor compliance with local, state, and federal regulations, keeping clients and the team informed of changes to accounting standards and practices.
• Identify opportunities to improve client processes and proactively flag issues or risks to senior management.

Client Partner jobs in Australia

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Accountant / Assistant Client Manager

Client Success Manager

Client Experience Manager

Senior Bookkeeper / Client Manager