* Create and maintain excellent client relationship * Resolve client queries on accounting and taxation issues * Research and cross-sell additional accounting, tax and auditing services * Provide basic administrative assistance.

* Provides support for customer service, sales or retention calls through various communication channels * Creates an enviable customer service and sales environment based on strong ethics and the principles of integrity, honesty, and respect * Develops and maintains an in-depth and comprehensive knowledge of all client products, service requirements, and quality standards * Provides transparency in the various lines of support with representation that meets the needs of the client and their corporate customers * Documents required customer information as well as support steps taken in the customer contact into the Customer Relationship Management (CRM) * Communicates with specific departments for escalation and resolution of more complex problems/concerns * Provides feedback to improve the business practices which will increase client/customer satisfaction and employee morale.