Client Service Administrator – Take control of clients and workflow

$720.00 excl. GST


Client Service Administrator – Take control of clients and workflow

Click here to download course brochure

PlatformSelf-paced online course
Number of learning modules12
Recommended pace1 module per week
CPD hours24
ContentRecorded presentations (30-45 min)
PowerPoint notes and slideshow
Assessment tasks and quizzes
Reporting Manager access to reports on registrant progress at any time

Course fee:

Earlybird feeStandard fee
25% discount to $540 + GST till 30/11/18AU$720 + GST per FIRM


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Course outline

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
2. Principles of client relationship management
3. Engagement, pricing and debtor management
4. Client segmentation and marketing strategies

Workflow and Task Management

5. Personal time and task management for CSAs
6. Effective capacity and workflow scheduling
7. Managing the throughput of work efficiently
8. Workflow reporting systems for 2020

Teamwork and Collaboration

9. Teamwork within the administrative team
10. Working effectively with the technical team
11. Collaborative systems for knowledge sharing
12. Staff key performance indicators and reporting

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.

Further information is available within the supporting brochure

For more information on HTST’s eLearning Portal, Click here

CLICK HERE TO VIEW BROCHUREClick “Add to Cart” above to register


Dale Crosby

Dale Crosby

Dale is passionate about helping the people of accounting and advisory firms use technology to really engage with their clients and their colleagues.
Dale Crosby