Customer Service Representative

Role Overview

Key Responsibilities

• Answer and direct phone calls, respond to emails, and greet clients and visitors professionally.
• Respond to inquiries about firm services, appointment availability, and basic information.
• Direct client requests to the appropriate audit, tax, or advisory service line.
• Schedule appointments and coordinate calendars between clients and professional staff.
• Maintain accurate client interaction and service request records in the company database.
• Follow up with clients to ensure inquiries are resolved and satisfaction is achieved.
• Prepare appointment confirmations and follow-up communications.
• Assist with data entry and maintain accurate client contact information.
• Resolve routine client concerns and escalate complex issues to the appropriate manager.
• Process incoming and outgoing correspondence and courier deliveries.
• Maintain confidentiality of client and firm information in accordance with professional standards.

Requirements

• High school diploma or equivalent.