Customer Service Administrator
Core
Manage client inquiries, maintain records, and support administrative functions for an accountancy firm.
Role type
Customer Service Administrator
Builds
Client support and administrative operations for an accountancy firm
Domain
Accounting / Professional Services
Deliverable
dashboards & analysis
Required skills
Client communication, record management, documentation preparation, appointment coordination, data entry, complaint handling, process improvement
Preferred skills
Experience in accountancy sector, Microsoft Office Suite, CRM software
Responsibilities
Manage incoming client inquiries via phone, email, and in-person; Maintain and update client records in the database; Assist in the preparation of client documentation and reports; Coordinate appointments and meetings for the accountancy staff; Support the team in administrative tasks, including filing, data entry, and correspondence; Handle client complaints and feedback; Contribute to the continuous improvement of customer service processes and procedures