Responsibilities
- Support new clients in adopting the firm's digital tools: client portal, invoicing software, document uploads, etc.
- Guide them in implementing their electronic invoicing processes: connecting to the dematerialization platform, uploading invoices, and setting up approval workflows.
- Create clear, tailored educational materials (how-to sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external.
- Act as the liaison between clients and internal teams to ensure smooth communication from the outset of the relationship.
- Identify issues, propose improvements, and contribute to optimizing our client onboarding process.
- Detect additional client needs and escalate them to the designated chartered accountant.
- You will be assigned an appropriate client portfolio to maintain hands-on operational involvement in the role.
Requirements
- You are reliable and committed; you follow through on your commitments.
- You have a strong client-service and commercial mindset.
- You are proactive and do not wait to be told what to do.
- You are able to self-reflect and challenge your own ideas.
- You are organized, autonomous, and see tasks through to completion.
- You find solutions and do not get stuck on problems.
- You have a good understanding of how an accounting firm operates.
- You have a solid foundation in accounting and tax principles.
- You are very comfortable with digital tools and able to learn independently.
- You have knowledge of (or an active interest in) the electronic invoicing reform.
- You are capable of creating clear educational materials and delivering training.
- You can manage multiple client files simultaneously.
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Accounting Associate, Digital in Soyaux employeur : Exco
Chez Exco Socodec, nous sommes fiers d'être un employeur de choix, offrant un environnement stimulant et convivial où l'humain est au cœur de nos préoccupations. En tant que Responsable de Missions Audit, vous bénéficierez d'un accompagnement personnalisé, de formations régulières et de réelles perspectives d'évolution au sein d'une équipe jeune et bienveillante. Avec des avantages attractifs tels que des tickets restaurant, une mutuelle et une charte de télétravail, nous veillons à l'équilibre entre vie professionnelle et personnelle tout en favorisant l'épanouissement de chacun de nos collaborateurs.