Responsibilities The candidate will be responsible for managing client communication and supporting the smooth delivery of finance and accounting-related services. The role requires qualified communication, regular follow-ups, coordination with internal teams, and maintaining accurate records of client interactions.
- Manage inbound and outbound calls with existing clients, prospective clients, and business associates.
- Handle client queries professionally and provide clear information regarding the company’s finance and accounting services.
- Coordinate with clients to collect required financial documents, information, and confirmations within agreed timelines.
- Maintain regular follow-ups with clients regarding pending documents, payments, service requests, and other requirements.
- Coordinate effectively with the accounts, finance, taxation, and management teams to resolve client requirements.
- Ensure all calls and client interactions are handled in a polite, professional, and service-oriented manner.
- Maintain proper records of client calls, follow-ups, queries,
and status updates.
- Assist in scheduling client meetings and coordinating discussions between clients and the concerned finance professionals.
- Follow up with clients on assigned tasks and ensure timely communication of updates.
- Identify client concerns and escalate complex or technical finance-related queries to the appropriate senior team member.
- Support the team in maintaining strong and long-term client relationships.
- Ensure confidentiality and proper handling of client financial information and documents.
- Maintain a professional approach while dealing with clients and represent the company positively.
- Support other administrative and coordination activities related to finance service delivery as required by the management.
The candidate should demonstrate good communication skills, professional call-handling ability, coordination skills, attention to detail, and a customer-focused approach.