Cultivating solid relationships with clients.
Creating a positive onboarding experience for new clients.
Regularly interacting with clients through telephone calls, email communications, or face-to-face meetings.
Maintaining an accurate record of all existing and potential clients.
Responding to client inquiries in a timely and professional manner.
Training and providing overall guidance to client service employees.
First Degree in a related field.
1 - 2 years of proven experience working as a client servicing executive.
Proficiency in Microsoft Excel.
What We Offer
Working at Bishop & Rooks means working with a dynamic team of professional auditors, tax consultants, and legal advisors.
This is a full-time position in the Practice Management Team.