Client Relationship Executive at Bishop and Rooks

Job Responsibilities

• Cultivating solid relationships with clients.
• Creating a positive onboarding experience for new clients.
• Regularly interacting with clients through telephone calls, email communications, or face-to-face meetings.
• Maintaining an accurate record of all existing and potential clients.
• Responding to client inquiries in a timely and professional manner.
• Training and providing overall guidance to client service employees.

Qualifications

• Bachelor's Degree in Business Administration or an industry-related field.
• 1 – 2 years of proven experience working as a client servicing executive.
• Proficiency in Microsoft Excel.

What We Offer

• Working at Bishop & Rooks means working with a dynamic team of professional auditors, tax consultants, and legal advisors. This is a full-time position in the Practice Management Team.