Financial Services Advisor

1 day ago


Karachi, Sindh, Pakistan beBee Careers Full time

We are seeking a highly skilled Financial Services Advisor to join our team and provide exceptional customer support to clients, addressing inquiries and resolving issues related to financial services.

Key Responsibilities:
  1. Maintain high standards in customer interactions and responses, guiding clients on federal, state, and local tax compliance requirements.

  2. Stay updated on changes in U.S. tax regulations and communicate relevant updates to clients.

  3. Assist customers with utilizing tax software and tools for their tax filings and provide educational resources to improve clients' understanding of tax obligations and compliance.

  4. Advise clients on tax deadlines, payment schedules, and refund processes, and troubleshoot tax documentation issues.

  5. Provide exceptional customer service, responding to client inquiries in a timely and professional manner.

  6. Collaborate with cross-functional teams to ensure smooth communication and issue resolution.

  7. Keep accurate records of customer interactions within our CRM system.

  8. Basic proficiency in MS Office applications, including Word, Excel, and Outlook, is required.

  9. Familiarity with chatbots and technical skills in Google Sheets & Docs is a plus.

Requirements:
  1. Bachelor's degree in Finance, Accounting, or a related field.

  2. Proven experience in an international customer support role.

  3. Excellent communication skills, both written and verbal.

  4. Strong problem-solving skills and a customer-centric approach.

  5. Tech-savvy with experience using Google Sheets & Docs.



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