Key Responsibilities: Communicate effectively with clients and internal teams. Analyze client requirements and provide appropriate solutions. Maintain accuracy and attention to detail with strong observation skills. Prepare, manage, and analyze data using Microsoft Excel. Convince and influence clients in a professional and ethical manner. Ensure client satisfaction by emphasizing quality and timely delivery. Required Skills & Competencies: Excellent verbal and written communication skills. Strong analytical and problem-solving abilities. Quick observer with attention to detail. Proficiency in Microsoft Excel. Strong persuasion and convincing skills. Client-focused with a commitment to quality.
Key Responsibilities: Communicate effectively with clients and internal teams. Analyze client requirements and provide appropriate solutions. Maintain accuracy and attention to detail with strong observation skills. Prepare, manage, and analyze data using Microsoft Excel. Convince and influence clients in a professional and ethical manner. Ensure client satisfaction by emphasizing quality and timely delivery. Required Skills & Competencies: Excellent verbal and written communication skills. Strong analytical and problem-solving abilities. Quick observer with attention to detail. Proficiency in Microsoft Excel. Strong persuasion and convincing skills. Client-focused with a commitment to quality.
Responsibilities: • Handle clients virtually. • Update the client’s monthly budget. • Conduct quarterly review meetings with clients. • Review clients’ financial planning annually. • Coordinate with auditors for income tax filing. • Address and complete gaps identified in financial planning. • Respond promptly to clients’ queries. • Generate referrals from existing clients. • Convert referrals into new clients. • Be responsible for clients’ yearly subscription renewals. Required Skills: • Must be a team player. • Effective communication and time management skills. • Strong decision-making and critical analysis abilities. • Solution-oriented mindset. • Proficiency in computer applications (MS Excel and web-based tools). • Ability to work independently and think innovatively.
Responsibilities: • Handle clients virtually. • Update the client’s monthly budget. • Conduct quarterly review meetings with clients. • Review clients’ financial planning annually. • Coordinate with auditors for income tax filing. • Address and complete gaps identified in financial planning. • Respond promptly to clients’ queries. • Generate referrals from existing clients. • Convert referrals into new clients. • Be responsible for clients’ yearly subscription renewals. Required Skills: • Must be a team player. • Effective communication and time management skills. • Strong decision-making and critical analysis abilities. • Solution-oriented mindset. • Proficiency in computer applications (MS Excel and web-based tools). • Ability to work independently and think innovatively.