Client Service Co-ordinator

About the Role

Are you an organised, proactive professional looking to make a real impact in a dynamic financial services firm? KHT Accounting and Wealth is seeking a key Client Service Co-ordinator (CSC) to serve as the operational heartbeat of our accounting team. In this pivotal role, you will streamline client workflows, maximise team capacity, and ensure our accountants have everything they need to deliver outstanding work effortlessly.

If you bring a background in bookkeeping or experience within a professional services firm, your technical understanding will be a huge advantage as you partner with our production team and drive workflow excellence.

What You'll Do

As our Client Service Coordinator, you will lead the end-to-end client journey and keep our operations running smoothly by:

Mastering the Workflow: Drive down turnaround times by championing our structured 18-step workflow process—scheduling jobs, booking kick-off and delivery meetings, drafting proposals, and issuing client checklists.

Managing Systems & Prep: Set up Xero workpapers, pre-fill key information, and log jobs in Karbon with precise assignments, target dates, and budgets.

Elevating Client Experience: Act as the friendly first point of contact for client queries, administer e-signing packages, handle NPS surveys, and ensure exceptional service at every touchpoint.

Reporting & Metrics: Report directly to the Accounting Manager, tracking key performance metrics such as AHR per job, days in production, and team utilization using Karbon.

Compliance & Capacity Support: Oversee monthly compliance lodgement programs, identify new client requirements, and manage offshore support staff to

optimise team capacity.

What We Are Looking For

Relevant Experience: Prior background in bookkeeping (Xero knowledge is highly advantageous) or support/technical experience within a professional services environment.

Organisational Excellence: Top-tier time management skills with the ability to multitask, prioritise, and manage complex workflows under minimal supervision.

Communication Skills: Exceptional verbal and written English communication skills, with a professional yet warm approach to client care.

Problem Solver: A proactive mind capable of taking initiative, exercising discretion, and identifying opportunities to expand client service.

Why Join KHT Accounting and Wealth?

Great Culture: Be part of a supportive, forward-thinking team that values efficiency and collaboration.

Growth Opportunities: Expand your operational and financial acumen while working with modern accounting tools like Xero and Karbon.

Work-Life Balance: Enjoy structured processes and visual systems designed to keep workloads predictable and manageable.

Ready to take the next step in your career? Apply today to join the KHT team!

Pay: Php78,000.00 - Php108,000.00 per month

Benefits:

• Work from home

Work Location: Remote