Client Services Executive in CA Firm

Role & responsibilities

• Manage client communication and coordination as the primary point of contact for assigned clients.
• Handle client servicing and work coordination only; this is strictly a non-sales position with no sales targets, lead generation or business development responsibilities.
• Communicate with clients professionally through phone calls, emails and other channels.
• Coordinate with clients to collect documents and required information.
• Follow up with clients and accountants to ensure timely completion of assigned work.
• Track pending requirements, deliverables and client requests.
• Coordinate with the accounting team to address client queries and resolve routine issues.
• Maintain clear records of client communication, follow-ups and pending tasks.
• Identify delays or communication gaps and escalate them to the concerned team.
• Manage multiple client requirements while ensuring a professional client experience.

Preferred candidate profile

• Excellent verbal and written communication skills are mandatory.
• Strong English communication skills; knowledge of additional languages is an advantage.
• Confident, professional and courteous approach to client interactions.
• Strong follow-up, coordination and organizational skills.
• Ability to manage multiple clients, track pending work and take ownership of deliverables.
• Ability to coordinate effectively with accountants and internal team members.
• Good problem-solving skills and attention to detail.
• Basic computer knowledge and proficiency in email and MS Office.
• Prior experience in client servicing, customer support, operations or coordination is an advantage.
• Experience in a CA firm or professional services environment is an added advantage.

Perks and benefits

• Opportunity to learn and grow professionally.
• Practical exposure to client servicing and professional services.
• Stable work environment within an established firm.
• Opportunity to work closely with a small team and take meaningful responsibility.