What are the responsibilities and job description for the Customer Service Representatives / Client-facing Professionals / Project Assistant position at Syriac CPA Tax & Accounting Services Inc?
We are a well-established CPA, tax, and accounting firm with branches in Artesia and Newport Beach, CA. Our firm is committed to delivering high-quality financial services and building strong client relationships. We are looking for a motivated and skilled professional to lead Business Development and C ustomer service efforts, contributing to the firm’s growth and operational efficiency. Should be able to work from both offices as per our office requirements.
Job Overview :
As an Executive – Business Development & Customer service , you will play a pivotal role in expanding our client base, fostering client engagement, and ensuring the successful execution of projects. This role requires someone with a strategic mindset, exceptional organizational skills, and the ability to work seamlessly across our offices in Artesia and Newport Beach as needed.
Key Responsibilities :
Business Development :
- Identify and pursue potential clients to grow the firm’s portfolio.
- Develop tailored proposals, presentations, and strategies to attract and retain clients.
- Build and maintain strong client relationships, serving as a primary point of contact.
- Stay updated on market trends, client needs, and industry developments.
- Collaborate with marketing teams to execute effective lead-generation campaigns.
- Mange clients and customers.
Qualifications and Skills :