Associate/Senior Associate

7 days ago

Gurgaon Division, India Terracegate Full time

Role Summary: The Client Relations Associate/Senior Associate will be the primary point of contact for our clients, ensuring smooth communication, timely delivery of services, and a consistently high level of client satisfaction. This role requires strong coordination skills, an understanding of finance/accounting workflows, and the ability to manage client expectations professionally. Key Responsibilities Client Relationship Management Act as the main point of contact for assigned clients across accounting, bookkeeping, payroll, or compliance projects. Build strong, trust-based relationships with clients and understand their business needs. Maintain regular communication to update clients on progress, upcoming deliverables, and any pending information required. Service Coordination & Delivery Coordinate internally with accounting, operations, and compliance teams to ensure timely completion of client deliverables. Track deadlines for GST, TDS, ROC filings, payroll cycles, and monthly financial closures. Review outgoing deliverables for completeness, accuracy, and alignment with client expectations. Issue Resolution Identify, respond to, and resolve client queries promptly. Escalate issues to senior team members where necessary and follow through until closure. Proactively identify recurring challenges and recommend improvements in processes. Documentation & Reporting Maintain client documentation, communication logs, and status trackers. Prepare MIS reports summarizing client status, deliverables, risks, and dependencies. Support onboarding of new clients, including gathering KYC documents, internal set-up, and introductions. Process & Relationship Improvement Identify opportunities to enhance client experience and streamline internal workflows. Support cross-functional initiatives to improve service quality and retention. Contribute to building a structured client communication framework. Required Skills & Experience Bachelor's degree in accounting, Finance, Commerce, Business Administration, or related field. 5-7 years of experience in client management, account management, or coordination roles—preferably in a CA firm, finance function, or professional services environment. Strong communication, relationship-building, and problem-solving skills. Ability to manage multiple clients, tasks, and deadlines simultaneously. Basic working knowledge of accounting concepts (GL, invoices, payroll, reconciliations, compliance timelines). Proficiency with Excel, Google Sheets, and CRM/task management tools. High level of ownership, responsiveness, and attention to detail.

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