
Financial Services Advisor
3 days ago
We are seeking a proactive Customer Service Representative to provide exceptional service to clients via phone, email, and live chat. The ideal candidate will have a strong understanding of financial principles and experience with accounting software.
Key Responsibilities- Provide customer assistance and resolve issues promptly by addressing client inquiries and escalating complex cases when necessary.
- Maintain a thorough understanding of our accounting products and services to effectively educate clients.
- Build and maintain strong client relationships by providing excellent service and staying updated on new features and regulations.
- Train clients on how to use accounting software and create user manuals, FAQs, and support documentation.
- Bachelor's degree in Accounting, Finance, or Business Administration
- 2-3 years of experience in customer support, preferably in the accounting or financial services industry.
- Must have experience with accounting software such as QuickBooks, Xero, Capium, or Sage.
- Excellent communication and problem-solving skills
- Opportunities for career growth and professional development
- A collaborative and dynamic work environment
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Senior Advisor-Financial Services
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Senior Financial Services Consultant
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Financial Product Specialist
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Audit and Financial Services Professional
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Delhi NCR, India beBeeAudit Full timeJob Opportunity: Audit and Financial Services ProfessionalOur organization is seeking a highly skilled Audit and Financial Services Professional to join our team. This individual will be responsible for conducting statutory audits, internal audits, and tax audits, as well as preparing financial statements and modeling financial data.Key responsibilities...
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Investment Advisor
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Financial Services Leader
5 days ago
Delhi, Delhi NCR, India beBeeLeadership Full timeJob Title: Financial Services LeaderJob SummaryWe are seeking a skilled professional to lead our financial services team. The ideal candidate will have experience in corporate finance, credit management, and team leadership.Key ResponsibilitiesManage the underwriting process for corporate finance proposals, ensuring compliance with established credit...