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🔍 Finance
- Bachelor's degree in Business, Communications, or a relevant field preferred.
- Previous experience in customer service or a related role is highly desirable.
- Excellent verbal and written communication skills, with the ability to articulate information clearly.
- Strong problem-solving skills and the ability to remain calm under pressure.
- Proficient in using CRM software and Microsoft Office Suite.
- Ability to work effectively in a team-oriented environment.
- Flexibility to adapt to changing priorities and client needs.
- Assist clients with inquiries regarding tax and accounting services via phone, email, and online platforms.
- Resolve client issues promptly and effectively, ensuring a high level of satisfaction.
- Educate clients on our services and how they can best utilize them for their needs.
- Document client interactions and maintain accurate records in our CRM system.
- Collaborate with other departments to enhance service delivery and address complex issues.
- Stay informed about our services, processes, and industry updates to provide accurate information to clients.
- Participate in training and development programs to improve service skills and product knowledge.
Customer serviceWritten communicationDocumentationMicrosoft Office SuiteProblem-solving skillsVerbal communicationCRM
Posted about 13 hours ago
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