Description

1. Client Onboarding & Follow-Up Support the onboarding of new clients by ensuring all necessary information and materials are collected. Conduct timely follow-ups to confirm smooth transitions and client satisfaction. 2. Email Management Manage and organise client email correspondence with professionalism and efficiency. Ensure all communications are clear, timely, and aligned with company standards. 3. Tax Strategy Implementation Support Monitor and assist clients in implementing their personalised tax strategies. Provide guidance and reminders to ensure full compliance and effectiveness. 4. Client Liaison Serve as the main point of contact between the company and clients. Facilitate clear communication, resolve issues promptly, and maintain positive client relationships.

Attachments

Skills Required