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Financial Services Specialist

2 weeks ago

Gurgaon, Haryana, India beBeeAccounting Full time ₹ 1,04,000 - ₹ 1,30,878

Job Title:

We are seeking a proactive Customer Support Executive to provide exceptional service to clients via phone, email, and live chat. The ideal candidate will have a strong understanding of accounting principles and experience with accounting software.

Key Responsibilities

  • Customer Assistance & Issue Resolution:
  • Provide support on accounting software, financial statements, and billing.
  • Troubleshoot and resolve issues promptly, escalating complex cases when necessary.
  • Follow up with clients to ensure complete resolution and satisfaction.
  • Product Knowledge:
  • Maintain a thorough understanding of the company's accounting products and services.
  • Stay updated on new features and regulations to effectively educate clients.
  • Customer Relationship Management:
  • Build and maintain strong client relationships by providing exceptional service.
  • Keep accurate records of all interactions in the CRM system.
  • Gather and provide feedback for product improvements.
  • Training and Support:
  • Conduct training sessions for clients on how to use accounting software.
  • Create and update user manuals, FAQs, and support documentation.
  • Team Collaboration:
  • Work closely with the accounting, sales, and technical support teams to ensure cohesive service.
  • Participate in team meetings to contribute to process improvement.

Qualifications & Skills

  • Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
  • Experience:
  • 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.
  • Skills:
  • Strong understanding of accounting principles and financial statements.
  • Excellent communication and interpersonal skills.
  • Proficiency in using customer support software and CRM systems.
  • Strong problem-solving skills and the ability to work under pressure.
  • Excellent attention to detail and accuracy.

Personal Attributes

  • Professionalism: Demonstrates a high level of professionalism and ethical standards.
  • Client-Focused: Committed to providing excellent service and building strong client relationships.
  • Patience: Remains patient and calm when addressing client issues.
  • Proactive: Takes initiative to identify and address potential issues.
  • Team Player: Works well in a team environment and collaborates effectively with colleagues.