Client Associate

About TopSource Worldwide and our company culture

We’re a professional, dedicated team operating in every major market across the globe, with a knack for helping businesses thrive and expand. We offer our payroll, employer of record (EOR) and accounting services to businesses of all sizes in a growing number of over 100 countries — and counting! TopSource Worldwide brings a level of service and business value to midsize companies that was previously only available to the largest global corporations. Our services are easy to deploy, affordable and scalable — from basic payroll and accounting functions to complete employer of record (EOR) solutions. We champion and invest in our people and provide a supportive environment with a no-blame culture. For our clients, we are a trusted partner and operate in a consultative and collaborative way to drive win-win outcomes at every opportunity. We are looking to share our success with a passionate, committed and self-driven candidate looking to be part of an exciting and challenging journey ahead. Sound like you? Then carry-on reading…

Type of role

Permanent, Full time

Hours of work

As per client time zone (Flexibility will be required to reflect the global nature of the business and need to support clients across multiple time zones). For Ref : UK Summer time : 12.30 PM IST to 09.00 PM IST, UK Winter time : 01.30 PM IST to 10.00 PM IST, India time : 10.30 PM IST to 07.00 PM IST

Working Pattern

5 ½ days a week (Saturday working is optional at the discretion of Manager). Sunday is a weekly holiday.

Reports to

Manager

Typical Connects

Client/Operations Teams/Client Success Manager/Client Associate/Client Partner/Finance/Sales/HR & Recruitment/I.T/Service Line Leader

The Client Associate is responsible for managing client(s) and Service delivery of Accounts payable processes & reporting. The other responsibilities of Client Associate are – Project Management, New process\Client Transition, Managing quality, System testing.

Core job duties

The roles and responsibilities include the following

• Handle book-keeping/accounting activities, finalization, Reconciliations & Reporting of Accounts Payable activities.
• Help coach and train other colleagues to achieve the required levels of performance and productivity.
• Develop and maintain effective client relationship.
• Ensure all work meets with the SLA/Compliance requirements of the business and client.
• Support with the creation and updates of standard operating procedures and processes.
• Hold weekly\monthly\quarterly service calls with clients with the defined business minimum standards.
• Ensure Service failures are reported immediately and that the appropriate investigation and corrective actions are applied.
• To immediately respond to any client escalations, supporting the resolution of the problem and implementing the necessary preventative actions.
• Identify opportunities to up or UP/cross sell to existing clients.
• Complete Transition with assistance of new processes from existing and new clients.
• Follow the defined processes to ensure all revenue is billed as per the contract and implement actions to mitigate any revenue leakage.
• To support in the collection of receivables from clients.
• Support in Pre-Sales & Sales activities.
• Support process improvements and ensure processing systems are fully utilised to achieve margin and productivity targets.
• Complete training of colleagues, share knowledge and support colleagues as required, particularly on complex work matters.
• Ensure any compliance incidents are reported and resolved correctly.
• To implement changes effectively and mitigate any impact on clients and ensure colleagues are adequately trained and briefed on the new ways of working.
• working. · To Provide inputs on opportunities for service, system and efficiency improvements.
• Communication – Managing day to day communication with Internal teams/Client/Client’s consultants and Auditors/External via emails/Calls.

• 4-5 years of experience (including 2+ years of experience in handling above job duties)
• B. Com, Inter CA/CMA/CWA/M. Com · Experience in core Accounts Payable processes (P2P).
• Accounting Software Proficiency · Advance Excel skills
• Candidates who have worked in BPO/KPO/ITES/ Accounting Industry, subsidiaries of foreign holding companies would be added advantage.

Key attributes and skills

• Self-motivated · Strong coordination
• Ability to work equally well either independently or as part of a team
• Plan, monitor and manage activities for self
• Must be enthusiastic and self-initiator
• Excellent in numbers with good attention to detail
• Excellent written and verbal communication skill
• Able to handle pressure, and good at multi-tasking
• Passion, energy, and enthusiasm to produce results
• High degree of integrity and commitment
• Disciplined process-oriented work style