Requirements
Bachelor’s degree in accounting, finance, business, or a related field.
1 year experience in accounting services, financial operations, or consultative support.
reconciliations, and accounting processes.
Excellent verbal and written communication skills in professional client-facing environments.
Ability to analyze client needs and recommend practical, value-driven service solutions.
Familiarity with accounting software and customer relationship management platforms.
Strong organizational skills with the ability to manage multiple priorities effectively.
Attention to detail and commitment to accuracy, confidentiality, and service quality.
Responsibilities
Consult with prospective and existing clients to assess accounting and financial service needs.
Recommend tailored accounting solutions based on client goals, workflows, and compliance requirements.
Explain service offerings, implementation steps, timelines, and expected outcomes clearly to clients.
Collaborate with accounting and operations teams to ensure smooth onboarding and service delivery.
Maintain accurate records of client interactions, proposals, and follow-up activities in CRM systems.
Identify opportunities to expand services and improve client satisfaction through proactive support.
Monitor client accounts and address concerns related to reporting, reconciliations, or process gaps.
Prepare presentations, proposals, and solution summaries for client meetings and internal review.
