|Platform||Self-paced online course|
|Number of learning modules||12|
|Recommended pace||1 module per week|
|Content||Recorded presentations (30-45 min)|
PowerPoint notes and slideshow
Assessment tasks and quizzes
|Reporting||Manager access to reports on registrant progress at any time|
|Earlybird fee||Standard fee|
|Not currently available||AU$720 + GST per FIRM|
|CLICK HERE TO VIEW BROCHURE||Click Add to Cart to register|
|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.
How is the CSA role evolving in your firm? What can you do to develop the skills and capabilities of your administrative staff?
This 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.
Course modules – View brochure for further information
|Client Service Excellence and Support|
1. Structure and responsibilities for a CSA role
Workflow and Task Management
5. Personal time and task management for CSAs
Teamwork and Collaboration
9. Teamwork within the administrative team
Who should attend?
|This course is suitable for any accounting or advisory firm looking for its administrative staff take a more proactive role in the management of clients and workflow.|
For more information on HTST’s eLearning Portal, Click here
|CLICK HERE TO VIEW BROCHURE||Click “Add to Cart” above to register|