Client Excellence Co-Ordinator

Client Excellence Co-Ordinator
Company:

Velocite


Details of the offer

Administrative Assistants (Administration & Office Support)
Full time
Are you highly organised and thrive on driving processes and structure?
Would you love to improve the experiences of clients and colleagues?
Are you personable and enjoy working in a team environment dealing with multiple people each day?
Come and join the team at Velocite!  We are business growth and performance specialists, providing business advisory and accounting services to our clients. We are looking for a Client Excellence Co-ordinator (CEC) to come on board.
At Velocite we are values led, and have four key values that we live and breathe every day:
Change the outcome - we pride ourselves on focussing on practical business advice that can tangibly change the outcome for our clients and their businesses
Empower others – we are passionate about creating opportunities for our team that enable them to realise their potential
Flexibility - we have recently been featured in the national media for our innovative and successful flexible working practices
Lifelong Learning - our team are committed to continually learning and expanding their knowledge to meet our clients' needs and their career aspirations
Purpose of the role:
The Client Excellence Co-ordinator is a key role centred around creating an exceptional experience for Velocite's clients and team through focusing on efficient and effective workflow and processes.
The CEC will empower the team to deliver high quality, timely work to our clients by taking ownership of administrative tasks associated with advisory and accounting work. This includes ensuring consistency of approach and methodology across the business and our team.
Here's a glimpse into your typical day as a Client Excellence Co-ordinator:
Conduct three separate stand up meetings with key team members on their workload priorities and upcoming deadlines
Attend a planning meeting with the client team for an upcoming job, ensuring all pre meeting reports are available, delivery deadlines are captured and client meetings are booked in
Triage some client records that have been sent in, record any missing information and contact the client to arrange receipt
Onboard a new client, taking ownership of all procedures to ensure the client receives a smooth and welcoming experience and the client team have everything they need to begin the work
Forward plan the office workflow for next month, contact clients to request all information required
Hold accountability catch ups with some of the senior team, keeping them on track to deliver their work by the agreed deadline
Provide quality control over a selection of internal files to ensure consistent methodology and process has been followed
Prepare some KPI reporting for the leadership team
An ideal candidate for this position would:
Be highly organised, proactive and a quick learner
Maintain a high standard of work with strong attention to detail
Excel in a team environment but can also work independently
Have amazing communication skills – both written and verbal – to interact with clients and team members
Have the confidence to hold all levels of the team accountable for KPIs
Experience in a similar role or within a professional services firm environment would be an advantage, though not essential. Experience with Asana, Xero Practice Manager and Microsoft products would also be advantageous.
This is a full-time position, Monday – Friday. We can accommodate a minimum of 30 hours across the 5 days.
In return we can offer you:
A fun and progressive team environment
Diversity in work, engaging with a wide range of the team and clients
The opportunity to create your own path
A range of added benefits including insurance, gym reimbursement, volunteer leave and mental health days
If you'd like to be part of our success story:
Your application will include the following questions:
Which of the following statements best describes your right to work in New Zealand?

#J-18808-Ljbffr


Source: Whatjobs_Ppc

Job Function:

Requirements

Client Excellence Co-Ordinator
Company:

Velocite


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