of a team • Ability to positively address customer service concerns • Ability to exercise good judgment judgment and make sound decisions regarding customer inquiries • Language – Ability to read, write, and speak
Excel, PowerPoint, Outlook, Teams) Knowledge of service provider products and their online websites operations professionalism essential Key Performance Areas: Servicing of existing clients, including reviews of their are submitted in accordance with company policy Servicing of existing clients: – Provide ongoing financial business opportunities and market the range of services and products offered – Compilation of proposals
with tax consulting matters • Assist accounting services on an ad-hoc basis with tax compliance work, as