Role & responsibilities
Handle client servicing and work coordination only; this is strictly a non-sales position with NO sales targets
Manage client communication and coordination as the primary point of contact for assigned clients.
Communicate with clients professionally through phone calls, emails and other channels.
Coordinate with clients to collect documents and required information.
Follow up with clients and accountants to ensure timely completion of assigned work.
Track pending requirements, deliverables and client requests.
Coordinate with the accounting team to address client queries and resolve routine issues.
Maintain clear records of client communication, follow-ups and pending tasks.
Identify delays or communication gaps and escalate them to the concerned team.
Manage multiple client requirements while ensuring a professional client experience.
Preferred candidate profile
Excellent verbal and written communication skills are mandatory.
Strong English communication skills; knowledge of additional languages is an advantage.
Confident, qualified and courteous approach to client interactions.
Robust follow-up, coordination and organizational skills.
Ability to manage multiple clients, track pending work and take ownership of deliverables.
Ability to coordinate effectively with accountants and internal team members.
Good problem-solving skills and attention to detail.
Basic computer knowledge and proficiency in email and MS Office.
Prior experience in client servicing, customer support, operations or coordination is an advantage.
Experience in a CA firm or professional services setting is an added advantage.
Perks and perks
Opportunity to learn and grow professionally.
Practical exposure to client servicing and professional services.
Stable work environment within an established firm.
Opportunity to work closely with a small team and take meaningful responsibility.