This role involves providing exceptional client service by managing both inbound and outbound communications to ensure timely, courteous, and effective interactions. The candidate will engage with prospective and existing clients through various channels, including email and phone, to address inquiries, share information about the firm’s services, and schedule meetings. Coordination with the accounting team is essential to assign client-related tasks and ensure their timely completion. Maintaining accurate records of client interactions and generating reports related to client activities will also be a key part of the role. The position requires diligent follow-up with clients and internal teams to resolve queries efficiently and uphold high service standards.
Key Responsibilities
- Manage professional client handling by responding to inbound and outbound calls, ensuring effective communication.
- Reach out to prospective clients via email and other channels to understand their needs and provide relevant information.
- Handle new client leads by explaining services, sharing information, and scheduling introductory meetings.
- Coordinate meeting requests from existing clients with accountants, scheduling appointments based on availability and client requirements.
- Assign client-related tasks to the accounting team and monitor progress to ensure timely completion.
- Generate and maintain reports on client inquiries, new leads, meeting schedules, task assignments, and communication activities.
- Keep detailed and up-to-date records of client interactions, follow-ups, and meeting outcomes.
- Collaborate with accounting teams to communicate client requests clearly and ensure timely responses.
- Follow up on pending matters with clients and internal teams to facilitate prompt resolution of queries.
Required Qualifications
- Bachelor’s, Master’s, or MBA degree in a relevant field.
- Excellent verbal and written English communication skills.
- Proficiency in MS Office applications.
- Strong communication and interpersonal skills for effective client interaction.
- Minimum of 1–2 years of experience in a similar client-facing or coordination role.
Preferred Qualifications and Additional Information
- Candidates based in Lahore will be given preference.
- Female candidates are encouraged to apply.
- Office hours are from 4:00 PM to 1:00 AM, Monday through Friday.
Interested candidates are encouraged to apply by submitting their resumes before the application deadline.