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The Customer Service Account Manager manages a high-volume portfolio of active clients and conducts frequent outbound phone outreach to collect required documentation and drive cases toward resolution in a fast-paced, performance-driven environment.
Job Responsibility:
Manage a high-volume portfolio of active clients
Conduct frequent outbound phone outreach to collect required documentation and drive cases toward resolution
Own an individual client pipeline and be accountable for meeting daily activity and follow-up expectations
Request and gather required tax-related documents from clients
Review submitted documents for accuracy and completeness
Serve as the primary point of contact for clients during the document collection process
Accurately update the Customer Relationship Management (CRM) system
Monitor tasks and deadlines within the CRM system
Track the status of document submissions
Coordinate with internal teams to move client cases to the next stage
Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records
Requirements:
Previous experience in document coordination, loan processing, or a similar administrative role
Strong organizational skills with attention to detail and the ability to prioritize tasks effectively
Excellent written and verbal communication skills
Proficiency in using CRM systems or document management tools
Ability to work independently in a fast-paced environment while meeting deadlines
Customer service expertise with a focus on building strong client relationships
Problem-solving skills to address client concerns regarding documentation requirements