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.
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

About Premier Tax and Bookkeeping
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Key Deliverables (Essential functions & Responsibilities of the Job):
Maintains MDs appointment schedule by planning and scheduling meetings, conferences,
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meetings based on Calendar information.
Single Point of contact from MD’s office for all business and administrative tasks/queries.
Interactions with external agencies on behalf of the MD.
Responsible for Data Management, MIS reporting, Dashboard Analysis, Presentations, Planning,
Strategizing, Monthly / Quarterly analysis and reviews and other business management
Assist MD in data analysis and in key business parameters correlation for taking vital business decisions.
Hands on experience in preparing analytical reports & undertaking comparative studies. Coordination
with other department heads for business key parameters movement.
Preparation of Business presentation for Board.
Manage and ensure execution of specific assignments / projects initiated by the MD. Ensuring that
strategic initiatives are driven across the organization and key projects are tracked and monitored.
Competition Scanning & Analysis of Industry Peers/New business
Key relationships and stakeholders
Leadership Team
All Functional Teams – India & UK
mail updated resume with current ctc, expected ctc, notice period
email: jobs[at]glansolutions[dot]com
satish: 88 O2 74 97 43
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If you have a passion for leading a team of developers to build cutting-edge web applications using the MERN stack, we encourage you to apply for this exciting opportunity.
Job brief
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About us
Job Description
- Liaise with clients and other stakeholders involved to determine and document the Scope of the project.
- Create project plans from the scope.
- Define the objectives, goals, timelines, and milestones.
- Track project plans to ensure milestones are met on a consistent basis.
- Work closely with the client POC / Project Manager, clients and the internal project team ensuring effective exchange of information so that the project is delivered on time and within budget.
- Draft proposals for existing clients (addendum or additional scope) and new clients (RFP’s).
- Work closely with the management team to improve existing processes. Provide support to Business Development efforts and build long term relationships with both new and existing clients.
- Communicate project status with management, team members and other stakeholders on an ongoing basis. Manage changes to the scope, schedule, costs, and timelines for the project.
- Be responsible for reporting to the management of the health and profitability of the project.
Requirements
- Being able to comprehend project financials, profit and loss, and the ability to create and adhere to a project budget.
- Furthermore, learning to lead is essential. Communicating clearly (face-to-face and in writing) and resolving conflicts are just some of the particularly useful leadership skills.
- Finally, team-building skills are great to have, since a project manager qualifications doesn’t only guide a project—they’re responsible for their team. Motivating the team to communicate and collaborate, and boosting their morale, are tasks a project manager will likely find themselves doing.
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