Customer Service Advisor and Case Manager

Function

As a client adviser and account manager, you will be assigned your own portfolio of independent professionals and management companies.

Your responsibilities will include the following, amongst other things:

• You will manage and monitor your client files from start to finish.
• You are the first point of contact for enquiries and advice.
• You monitor your clients’ tax situation and identify opportunities.
• You’ll play an active part in devising tax optimisation strategies.
• You advise clients on important financial and tax decisions.
• You will produce interim reports and analyses.
• You discuss the figures with your clients and translate them into clear insights.
• You proactively monitor cases and take action when you spot opportunities or areas for attention.
• You will work alongside in-house specialists when a case requires additional expertise.

What’s more, thanks to the firm’s digital way of working, you won’t get bogged down in administrative tasks. The focus is, as far as possible, on understanding the case, advising clients and delivering added value.

Profile

This role requires someone with a strong enough grasp of the subject matter to sit down with clients and discuss matters independently.

• You have a good knowledge of accountancy, taxation and company law.
• You have experience as a file manager, accountant or client adviser within an accountancy firm.
• Experience in the liberal professions and/or management companies is a major asset.
• You think proactively and look beyond the question the customer is asking today.
• You have a commercial and customer-focused mindset.
• You communicate fluently and explain financial matters in a way that is easy to understand.
• You will work independently and take responsibility for your own portfolio.
• You have a keen analytical mind and can quickly spot areas for improvement.
• You are digitally literate and open to a modern, largely digital way of working.
• Discretion and professionalism come naturally to you.

Organisation

You will be joining a modern accountancy firm where personal contact and quality are key. The firm supports entrepreneurs not only with their accounts and tax affairs, but also with financial analysis, optimisation, start-up support, and wealth and succession planning.

The organisation has made a conscious decision to operate digitally. Through automation and its own digital platform, administrative tasks are kept to a minimum, freeing up more time for advice and client support.

You’ll be joining a team where collaboration is key, but where you’ll also be given enough autonomy to manage your client portfolio in your own way.

Offer

• A full-time or part-time role.
• A client portfolio of your own, comprising high-quality cases.
• A robust digital working environment.
• A modern workplace in Wielsbeke.
• Flexible working hours.
• Training opportunities to further develop your expertise.
• An attractive salary package with fringe benefits.
• A close-knit team that prioritises job satisfaction.
• A role in which you’ll have the opportunity to develop further in the areas of consultancy and client support over time.

Are you the file manager we are looking for? Then apply now!