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Job Responsibilities

- Managing email of prospective clients, sending relevant information, uploading applications & completion and completing internal documentation process

- Respond to existing consumer inquiries by email and phone.

- Advise clients on preparing their documents, collecting documents from the clients and forwarding them to the concerned department.

- Act as point of contact for complaints and escalate issues as appropriate.

- Maintaining positive communication to retain clients.

- Updating credit control information and due clearance.

- Collaborate with internal teams like senior management to address client’s needs.

Requirements

- Good command of the English language.
- Standard leadership, communication, and presentation skills.
- Must have a flexible attitude.
- Able to work with multiple portfolios and timely reporting.

Education

Graduate.

Experience

 

  • Software Mastery: Expert proficiency in QuickBooks, Xero, and Engager for financial tracking and workflow management.

  • Tech-Savvy: Highly adaptable to modern cloud-based technologies and digital communication tools.

  • Administrative Lead: 3+ years in a senior role managing the end-to-end client lifecycle and documentation.

  • Financial Admin: Experienced in credit control, due clearances, and maintaining accurate financial records.

  • Client Relations: Proven ability to handle high-level inquiries, document collection, and complaint escalation.

 

Other Details

Weekend 2 days Saturday & Sunday

Working Hour is from 1:30 pm to 10:00 PM including One Hour Break Time

About the Company

  • Company Name: A UK Based Accounting Firm
  • Company Profile:
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