Client Relationship Manager

3 days ago

Gurugram India Aces Global Consulting Pvt Ltd Full time

Job Description

Hiring for an international company (Hong Kong-based)

The candidate should be comfortable with international travel for training

.

Role Overview

This role blends executive support with client operations in a finance-first setting. Youll be the bridge between our director, internal teams, and client-side finance/immigration department and different financial institutions. From collecting financial documents to coordinating deliverables and company corporation, youll ensure nothing slips through the cracks.

Key Responsibilities

- Coordinate directly with client companies to collect financial records, invoices, tax documents, and other required data.
- Open to getting the initial training in Hong Kong for a month. Moreover, the candidate should be comfortable with travelling to Dubai often.
- Act as the point of contact between our internal finance/tax teams and the clients accounting department
- Track deadlines for tax filings, audits, and other compliance deliverables
- Assist in preparing drafts, summaries, or follow-ups for client meetings
- Help schedule and manage the Directors calendar, especially for key client interactions
- Maintain organized records of client documentation and communication
- Support internal reporting by compiling client updates and task progress
- Follow up with clients on pending documents, signatures, and clarifications
- Assist in ad-hoc tasks like proposal support, file management, and compliance tracking

Who Were Looking For

- Bachelor's degree in Finance, Commerce, Accounting, or Business Administration
- 3-6 years of experience in a client-facing coordination or executive assistant role, preferably in a consulting, accounting, or CA firm
- An MBA in finance and experience in the banking sector are preferable.
- Strong communication and follow-up skillsprofessional and persistent
- Basic understanding of financial terms, compliance processes, and tax documentation
- Familiarity with tools like Excel, Google Workspace, and PDF editors
- Highly organized, deadline-driven, and trustworthy with confidential data

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