Client Relationship Manager

Roles & Responsibilities

Mission of the Role

As the pivotal link between clients and service teams, you will ensure seamless, compliance-driven service delivery (e.g., corporate secretarial, accounting filings, migration services) and foster long-term relationships anchored in professional trust .

Key Responsibilities

1. End-to-End Client Management

• Develop and maintain client profiles, tracking statutory filing deadlines (annual returns, tax submissions, AGM timelines);
• Manage document workflows (collection, certification, archiving), ensuring compliance and timeliness ;
• Conduct satisfaction reviews to identify accounting / advisory upsell opportunities and client referrals.

2. Cross-Functional Collaboration

3. Client Relationship & Advisory Support

4. Process & Experience Optimization

Requirements

Benefits :

Core Competencies :

Tell employers what skills you have

CRM

Referrals

Microsoft Excel

Archiving

Tax

Adaptability

Accounting

Compliance

Communication Skills

Financial Advisory

Regulatory Requirements

Customer Service

Corporate Services

Pricing

Financial Services

Service Delivery