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The Client Service Assistant will act as the primary contact point of the company, providing the support that allows the rest of the team to function effectively. Working in coordination with the clients and the professions, the Client Service Assistant provides a wide range of support services.
Duties:
Serve as critical liaison between clients and the professions (consultant, accountant and other third parties)
Schedule meetings and assist with preparation for upcoming appointments
Build and maintain relationships with clients and meet with them occasionally to complete applications or service paperwork
Organization and on-going maintenance of client files, documents and materials
Coordinate, attend, and take notes for clients meetings
Provide a high level of communication and service delivery, responding in a timely manner to staff and clients
Miscellaneous ongoing duties related to processing and service, along with occasional special requests
Requirement:
High school diploma or equivalent required. College or University degree is preferred.
** Bilingual is a STRONG plus (English and Chinese), majority of our clients are mandarin speaking
Outstanding organizational and planning skills, including attention to detail
Excellent written and verbal communication skills
Ability to work independently in a fast-paced environment, prioritize tasks, and meet multiple project deadlines
Flexible and quickly able to adapt to changing priorities
Personally motivated, high energy output; proven self-starter with a positive can-do
Advancement opportunity available based off of performance.
Essential Skills
- Problem solving
- Job task planning and organizing
Business Equipment and Computer Applications
- Windows
- Word processing software
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