Job Description:

Virtual Dream Team is looking for a proactive, organized, and client-focused Client Excellence Coordinator to support the daily operations of a growing accounting business. You'll be responsible for delivering excellent client service, coordinating team workflows, managing administrative processes, and keeping operations running smoothly.
You'll work closely with the Fulfillment Manager and professional team to ensure clients feel supported, deadlines are met, and daily priorities stay on track.

Key Responsibilities:
• Manage client inquiries, phone calls, appointments, invoicing questions, payment follow-ups, complaints, and service requests with professionalism and care.
• Coordinate daily workflows, team schedules, project deadlines, and administrative priorities to ensure timely completion of tasks.
• Support the Fulfillment Manager and professional team with documentation, spreadsheets, reports, scheduling, and operational requirements.
• Maintain accurate client records, contact databases, electronic activity logs, filing systems, and confidential business information.
• Build positive client relationships by providing timely updates, resolving concerns, gathering feedback, and identifying opportunities for additional services.
• Improve internal processes, workflow procedures, and administrative systems to increase efficiency and team productivity.
• Organize internal communications, team meetings, appointments, and events while coordinating with relevant departments and external contacts.
• Track daily, weekly, and monthly responsibilities, service targets, and outstanding tasks, escalating complex matters to the Fulfillment Manager when necessary.

We sometimes ask for flexible support on related tasks, but nothing outside your skill set and always with clear communication.

Required Tools:
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Microsoft Teams
• Workflow and project management software
• CRM and client database systems
• Email, calendar, and digital filing tools

What We're Looking For:
• Proven experience in administration, client service, office coordination, or business operations, preferably within accounting or professional services.
• Excellent written and verbal English communication skills, including active listening, professional client engagement, and conflict resolution.
• Strong organizational, analytical, and time management skills, with the ability to manage competing priorities and meet strict deadlines.
• Confidence using Microsoft Office, CRM systems, and workflow management tools. Experience improving internal processes and maintaining accurate records is an advantage.
• A proactive, adaptable, and solutions-focused approach, with strong interpersonal skills, sound judgment, and the ability to work independently or collaboratively.
• Professional discretion when handling confidential information, commitment to workplace safety and equal opportunity principles, and willingness to support accounting, tax, or audit-related coordination.

Benefits:
• Paid 30 Business Days of Training + Completion Bonus
• Work-from-Home Opportunity
• Yearly Anniversary Bonus
• 9th-Month and Performance Bonuses
• Emergency Support Program
• Birthday Vacation Bonus
• Access to Continuous Training Resources
• Supportive and High-Performing VA Community
• Weekly Payments
• PhilHealth Reimbursement or HMO Option

Why Join us?

Join Phyllis Song Virtual Dream Team as an Executive Assistant and Client Relations Specialist, where you can strengthen your leadership, communication, and client management skills while making a meaningful impact. Be part of a supportive, family-oriented team that values your contributions, encourages professional growth, and promotes a healthy work-life balance.