US Client Service Executive

We are a U.S.-based CPA and tax consulting firm looking for a highly professional Client Service Executive to communicate with our U.S.-based clients.

This is primarily a voice and client-coordination position. You will be the first point of contact for many of our clients and must have excellent spoken English, confidence on the phone, patience, and a professional communication style.

Prior accounting or tax knowledge is not required. Training will be provided.

Role & responsibilities

Answer incoming calls from U.S. clients

• Make outbound follow-up calls to existing and prospective clients
• Schedule and confirm client appointments
• Take accurate and detailed messages
• Follow up with clients regarding pending documents and information
• Explain basic administrative processes to clients
• Route tax/accounting questions to the appropriate professional
• Update client information and call notes in our systems
• Coordinate with our U.S. and India teams
• Follow established call scripts and client-service procedures
• Maintain strict confidentiality of client information
• Handle difficult or frustrated clients professionally

Preferred candidate profile

Who We Are Looking For

• Excellent spoken English is the #1 requirement.
• Clear and easily understandable pronunciation
• Confidence speaking with U.S.-based clients
• Strong customer-service skills and professional telephone etiquette
• Ability to understand different U.S. accents
• Good computer and typing skills
• Strong attention to detail
• Reliable attendance and ability to work U.S. business hours
• Ability to learn new software and processes quickly

Preferred Experience

• International BPO / International Voice Process
• U.S. customer service
• U.S. healthcare process
• U.S. banking or financial-services process
• U.S. technical support
• International call center
• Appointment scheduling
• Customer retention or client support
• Freshers with exceptional spoken English may also apply.

Important

• This is NOT a sales-only telecalling position. We are looking for someone who can become a professional client-service representative for a U.S. CPA firm and build long-term relationships with our clients.

How to Apply

• Please submit your resume along with a 60-90 second English voice recording introducing yourself and answering:
• 1 Your name and current city
• 2 Your previous international voice/customer-service experience
• 3 Why you believe you would be good at communicating with U.S. clients
• 4 Your availability to work U.S. hours
• Applications without a voice recording may not be considered.