Customer Service Manager

Customer Service Manager

We are seeking applications to work remotely from India with experienced bachelor and above qualified professionals with proven and successful experience in a similar role, ideally in a corporate accounting environment with exposure to wide range of clients.

Friendly, diligent and with great communication skills, Client Services Officer (freelancer) need to meet deadlines and deliver outstanding customer service for an Australian based accounting firm.

MUST REQUIREMENTS

• Excellent level of English communication skills in writing, and speaking
• 5-10 years customer service experience in corporate business environment
• Minimum bachelor degree or above in business related discipline ( Accounting, Commerce, Finance, Business Administration)

TASKS INCLUDE

• Handling client calls and emails, responding in a timely manner.
• Preparing Statements of Advice.
• Preparing documentation for meetings.
• Lodging applications and preparing submissions for new business.
• Liaising with internal teams and colleagues to resolve problems and find solutions.
• Creating and maintaining client files.
• Liaising with financial institutions on behalf of clients.
• Giving technical support to clients on bespoke software, if they are using it at home.
• Processing client orders, such as new company formations, trusts or self-managed superannuation funds.
• Assessing client budgets and creating financial plans.
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ROLE REQUIREMENTS

• Excellent level of English communication skills in writing, and speaking
• Must have customer service experience
• High time management and organisational skills
• Has Microsoft office experience
• Excellent telephone manner
• Preferable experience in a similar position
• Must have administration experience
• A passion for great customer service
• Reception/administration experience
• Ability to time manage a variety of tasks
• High attention to detail