Financial Services Representative
4 days ago
We are seeking a highly motivated and customer-oriented accounting professional to join our team at KMK Ventures, a leading accounting firm in the United States. This role involves serving as the primary point of contact for clients, handling inbound and outbound calls, addressing accounting inquiries pertaining to our software, and ensuring excellent customer satisfaction.
About Us
KMK Ventures is a prominent accounting firm dedicated to providing exceptional services to its clients. Our team is passionate about delivering top-notch support and ensuring that our clients' needs are met with professionalism and expertise.
Responsibilities
- Answer inbound calls and emails from clients regarding account inquiries, software issues, and other general accounting-related questions.
- Assist with basic troubleshooting of client issues pertaining to accountancy and the accounting software and provide appropriate solutions or escalate to specialized departments when necessary.
- Maintain customer records by updating account information, processing requests, and documenting all interactions in the company CRM.
- Work collaboratively with the accounting team to address client concerns or issues that require specialized knowledge.
- Ensure timely resolution of client concerns, maintaining a high level of customer satisfaction.
- Participate in regular training sessions to stay up-to-date with the company's services, products, and accounting regulations.
- Adhere to company policies and procedures for handling sensitive financial information and confidential client data.
- Meet or exceed performance metrics, including call resolution time, customer satisfaction, and call quality standards.
Qualifications
- Strong English communication skills, both verbal and written, with the ability to explain technical or complex information in a clear, customer-friendly manner.
- US accounting experience of minimum 2 years.
- Post graduate in accounting / CA Inter / MBA
- Experience with Quick books live
- Work experience in any accounting voice process
- Quick books pro certified.
- Proficient in using call center software, CRM systems, and Microsoft Office Suite.
Benefits
We offer a competitive hourly wage or salary, based on experience, as well as benefits including healthcare, paid time off, and other variable pay as per performance. Additionally, we provide free meal facilities, pick-up and drop facilities, and opportunities for growth within the company.
This position offers an estimated salary range of $45,000 - $60,000 per annum, depending on qualifications and experience.
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