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Customer Service
Operations Associate
@ConnectOS
[Hiring] Operations Associate @ConnectOS
Apr 11, 2025 - ConnectOS is hiring a remote Operations Associate. 💸 Salary: p300 - p400. 📍Location: USA, UK, Canada, Australia, New Zealand.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
This role involves providing support to a professional services firm offering accounting, tax, and advisory services.
- Monitor multiple team email inboxes to ensure all incoming messages are read, tracked, and responded to promptly
- Flag urgent emails, organize follow-ups, and draft replies for team review when necessary
- Send client-facing emails and ensure clear, timely communication throughout the engagement process
- Track and follow up on open client items or pending tasks via email
- Prepare and update engagement letters using Knuula
- Maintain and organize master client lists, contact information, statuses, and folders across platforms
- Set up and manage folders in Google Drive, ShareFile, and other storage platforms
- Create, organize, and update client records in platforms such as KarbonHQ, QuickBooks, and CCH
- Assist in collecting, uploading, and organizing client documents during onboarding and throughout engagements
- Keep team workflows and tasks updated in KarbonHQ
- Assign or follow up on tasks as directed by leadership to ensure nothing falls through the cracks
- Maintain naming conventions and documentation standards across all platforms
- Help document standard operating procedures (SOPs) as tasks are completed
- Assist in research, data entry, or spreadsheet maintenance
- Support special projects as assigned
- General interest or familiarity with AI tools like ChatGPT, Zapier, or simple automation platforms is a plus, but not required
Qualifications
- Strong command of written and spoken English
- Highly organized, detail-oriented, and efficient
- Proactive and takes initiative without needing constant direction
- Dependable and responsive during agreed-upon working hours (U.S. time zone overlap required)
- Comfortable using Google Workspace, Excel/Google Sheets, and project management tools
- Experience working remotely and handling sensitive data with discretion
- Must be comfortable on camera as we have constant team meetings
Requirements
- Experience with accounting firms or financial services (nice to have)
- Familiarity with any of the following tools: KarbonHQ, ShareFile, QuickBooks, Knuula, CCH (nice to have)
- Prior experience in client support or executive assistance (nice to have)
- AI familiarity (nice to have)
- Candidates with Executive Assistant background are encouraged to apply
Benefits
- Salary: P300 - P400
- Schedule: 9:00 PM - 6:00 AM PHT (4 hours a day; anytime between client hours)
Company Description
ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada, and the UK. For over a decade, we’ve been supporting our global clients with premium resourcing and productivity solutions.
- One of the fastest-growing offshoring companies in the world
- Founded by our Australian CEO
- Helps companies across a range of industries activate their capability strategies and optimise their business operations
- Vibrant, modern work environments achieving high levels of employee engagement
- Team HQ located at Mega Tower, EDSA in the heart of Manila, Philippines
- Client Support HQ based in Melbourne, Australia
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| 📍 | Be aware of the location restriction for this remote position: USA, UK, Canada, Australia, New Zealand |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Customer Service
Customer Service
|
Salary
💸
p300 - p400
|
Remote
Location
USA, UK, Canada, Australia, New Zealand
|
|
Job Type
part-time
|
Posted
Apr 11, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA, UK, Canada, Australia, New Zealand |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
