Client Relationship Manager

2 weeks ago

Gurgaon, Haryana, India Aces Global Consulting Pvt Ltd Full time ₹ 8,00,000 - ₹ 20,00,000 per year

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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