Client Service Administrator – Take Control Today
24 CPD Hours
AUD $840+GST Per location
TAKE CONTROL OF CLIENTS AND WORKFLOW
How is the CSA role evolving in your firm? What can you do to develop the skills and capabilities of your administrative staff?
The modern accounting and advisory practice requires a high level of administrative support to free up the capacity and expertise of specialist advisors. No-where is this seen more than in the role that Client Service Administrators are taking in managing both client relationships and workflow at an administrative level.
The Client Service Administrator is an essential role that is evolving in almost every progressive professional firm. This person uses both technology and soft skills to provide an essential link between clients and the firm’s technical staff. In addition, they often add valuable support in relation to internal people management, systems development and marketing functions.
What’s the course all about?
The CLIENT SERVICE ADMINISTRATOR self-paced eLearning course is designed to help accounting and advisory firms develop the core capabilities of their administrative staff. The course has 3 key areas of focus – (1) Client service and support, (2) Workflow and task management and (3) Teamwork and collaboration.
How does it work?
The course is designed to be presented to the administrative team of your firm in a group or individual format. Assessment tasks will encourage and challenge your team to consider what they can do to improve the way the firm manages clients and workflow. Support material will include workbooks, procedures and scripts relevant to the topics being discussed.
This course is available anytime, anywhere for your administrators through our eLearning portal.
Who’s it for?
This course provides Administrators with an update on the evolving role of CSAs in managing clients, workflow and staff at an administrative support level. They are encouraged to involve their team in this course, to consider what changes the firm can make at an administrative level to help with the transition from compliance to advice.
Administrative team members are encouraged to participate in this course as a group, to look more deeply at their own roles and responsibilities in helping the firm to achieve its strategic objectives. Core principles of effective communication and engagement with the people around them will be discussed throughout the course.
A. Client Service Excellence and Support
B. Workflow and Task Management
C. Teamwork and Collaboration
CPD – Each module is worth 2 CPD hours.
Our self-paced eLearning courses follow a 4-step process in relation to learning objectives:
All modules are structured with specific learning objectives and assessment tasks. Learners are expected to demonstrate that they understand learning objectives and can apply concepts through completion of the assessment tasks. A SMART action planning template is used to consolidate specific actions and to ensure that a timeframe for completion is established and followed. Regular review of progress is ensured through commitment to completing the course.
This course provided everything we were looking to get out of it, not only for our administration team. but also for our technical team. It was very eye-opening as to what we needed to improve as a firm. I will highly recommend this course to anyone thinking of participating.
I have really enjoyed this course. It has enabled me to think about my role within the firm in a different way, as someone who is capable of implementing changes instead of just processing tasks. I have become more proactive in my thinking and now able to challenge myself in my role. I'm also able to challenge my manager and the firm.
This course has given our firm the opportunity to really revisit the role of administration in managing workflow and clients. It's also given us the opportunity to critically review our administrative capacity and make some decisions about allocation of roles and responsibilities. The SMART action planning process is a great way to ensure that we walk away from the course with clear outcomes. A great course for any progressive firm.
This course has equipped me with the tools and knowledge i need to take on the Client Service Administrator role within my firm.
This course has given us a lot of discussion points. It allowed us all to see what we are doing differently and become a more cohesive team. It had many different ideas we hadn't thought about and allowed us to think outside of the box. We also were able to spend the time together and it enhanced our team relationship. Thank you.
Feedback from the Course participants indicated that it was informative, well structured and confirmed that the company had already implemented many of the course recommendations. The Course was a great way of bringing the Admin team together to brainstorm and problem solve.