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Lead Client Services Executive
2 months ago
We are seeking a professional with at least 3 years of post-qualification experience or a total of 5 years in a relevant field. The ideal candidate should be client-oriented and a collaborative team member. A passion for contributing to a dynamic and expanding organization is essential.
Location: Flexible remote work with occasional travel required.
Reporting to: Practice Head
Key Responsibilities:
Client Engagement
- Serve as the primary liaison for client communications.
- Facilitate meetings with clients to assess account performance.
- Work closely with the India team to propose financial strategies derived from accounting insights.
- Deliver advisory services aimed at enhancing client business operations.
- Maintain confidentiality of financial data to uphold client trust.
- Detect and mitigate financial irregularities such as money laundering.
Account Oversight
- Guarantee precise and prompt invoicing and payment collection.
- Collaborate with the India team to manage billing timelines and client payments, engaging directly with clients as needed.
- Standardize and refresh client engagement documentation.
Operational Leadership
- Provide updates during monthly meetings as necessary.
- Refine processes by adopting industry best practices.
- Oversee UK-based accounting and administrative personnel when required.
- Stay updated on industry trends through professional development opportunities.
Business Development
- Assist the Business Development Director in securing new clients. Engage with potential clients to understand their requirements and develop proposals with the Director's assistance.
- Broaden service offerings to current clients through various engagement points.
The organization boasts experienced directors who offer technical support for executing the responsibilities outlined.
Benefits: Health coverage, Discount programs, Electric Vehicle Scheme, and additional attractive perks.
Employment Type: Full-time.
