
Senior Customer Liaison
2 weeks ago
Our mission is to provide exceptional client experiences by simplifying financial management and alleviating stress.
We utilize advanced tools and strategies to protect assets, handle financial complexities, and secure the future. Our services include tax preparation, business activity statements (BAS), financial planning, and accounting.
About This Role:
This full-time, on-site Client Services Manager position will manage client relationships, provide outstanding customer service, and ensure the successful delivery of our accounting services.
- Key Responsibilities:
- Communicate with clients to address inquiries and concerns
- Oversee project timelines and collaborate with internal teams
- Supervise client accounts and ensure compliance with relevant regulations and standards
Requirements:
- Experience in client relationship management and customer service
- Proficiency in financial management, accounting, and tax preparation
- Excellent communication and interpersonal skills
- Strong problem-solving and organizational skills
- Ability to work effectively both independently and as part of a team
- Knowledge of financial regulations and compliance standards
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Previous experience in the accounting or financial services industry is a plus
- Proficiency in using accounting software and tools
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