Industry: Chartered Accountancy, Audit, Taxation and Business Compliance
Experience: Minimum 5 years
Employment Type: Full-time
Location: Guindy, Chennai
About the Role
We are looking for an experienced and highly organised Senior Client Relationship & Service Coordination Executive to manage client communication, service follow-ups and coordination between clients and our internal audit, taxation and compliance teams.
This is not a call-centre or telecalling position. The role requires a mature professional who can communicate confidently with business owners, understand service requirements, follow up on pending documents and ensure that client work progresses smoothly within committed timelines.
Preferred Industry Experience
Candidates with experience in any of the following industries will be given preference:
- Travel and tourism companies
- Hotels, resorts and hospitality businesses
- Educational institutions, colleges, training centres or education consultancies
- Chartered Accountant firms, audit firms and taxation consultancies
- Accounting, financial services and corporate compliance companies
- Other professional service organisations involving regular client coordination
Candidates from the travel, hospitality and education sectors should have strong experience in:
- Managing multiple clients or customers simultaneously
- Coordinating service or application status updates
- Following up for documents, information, approvals and payments
- Communicating between customers and internal operational teams
- Handling escalations and resolving service-related concerns
- Maintaining CRM records and follow-up schedules
- Delivering services within committed timelines
Knowledge of taxation, accounting or compliance services is beneficial but not mandatory. The selected candidate will be trained on the technical services offered by the firm. However, strong client-handling, follow-up and coordination experience is essential.
Key Responsibilities
- Act as the primary coordination point between clients and the internal technical team.
- Communicate regularly with clients regarding the status of GST, income tax, TDS, accounting, audit, ROC and other compliance-related services.
- Follow up with clients for pending documents, information, approvals, clarifications and payments.
- Collect and verify whether the required documents have been received before assigning them to the relevant team member.
- Obtain work-status updates from accountants, auditors, tax professionals and other internal team members.
- Clearly communicate technical work updates to clients in simple and professional language.
- Track client requirements, deadlines, commitments and pending actions through CRM or internal task-management systems.
- Send timely reminders to clients regarding filing deadlines, document requirements and pending responses.
- Maintain complete and accurate records of calls, messages, follow-ups and client commitments.
- Identify delayed, urgent or escalated cases and bring them to the attention of the concerned manager.
- Handle client concerns professionally and coordinate with the internal team to resolve them.
- Build long-term relationships with clients through consistent communication, reliability and service quality.
Required Experience and Skills
- Minimum 5 years of experience in client coordination, customer relationship management, service coordination or client servicing.
- Experience in a travel/ hospitality/ education sectors/ CA firm, consultancy, accounting firm or financial-services organisation is preferred.
- Basic understanding of professional services such as GST, income tax, TDS, accounting, audit, company compliance or business registrations will be an added advantage.
- Excellent verbal and written communication skills.
- Ability to communicate confidently with business owners, senior professionals and corporate clients.
- Strong follow-up, coordination and problem-solving abilities.
- Ability to understand technical updates and explain them clearly to clients.
- Strong organisational skills with attention to deadlines and documentation.
- Experience using CRM software, Excel, email, WhatsApp Business or task-management tools.
- Ability to manage multiple clients and service requests without missing follow-ups.
- Professional, patient and responsible approach to client communication.
- Fluency in English and Tamil is preferred.
Preferred Candidate Profile
We are looking for someone who:
- Takes ownership of client requirements until completion.
- Is confident in following up firmly but professionally.
- Does not wait for clients or team members to provide updates automatically.
- Can manage multiple deadlines and priorities independently.
- Understands the importance of confidentiality when handling financial and business information.
- Is comfortable working in a structured, process-driven professional office.
- Focuses on client satisfaction without making unrealistic commitments.
- Is interested in building a long-term career with the organisation.
What We Offer
- A senior client-facing position with meaningful responsibility.
- Exposure working in audit, taxation, accounting and business-compliance service firm.
- A stable, professional and growth-oriented work environment.
- Opportunities to improve client-management and service-delivery processes.
- Salary and designation based on relevant experience and capability.
Important Note
This role is suitable for candidates experienced in client servicing, professional-service coordination and relationship management.
Candidates whose experience is limited only to call-centre support, cold calling or sales telecalling may not be suitable unless they also have strong experience in service coordination, documentation follow-up and client relationship management.
Application Requirements
Mail to [email protected] with subject line "Application for Customer Support Executive" or apply directly in Indeed.
Applicants should include the following information:
- Total years of experience
- Relevant experience in a CA, audit, taxation, accounting or compliance firm
- Current location
- Current salary
- Expected salary
- Notice period
- Languages known
- CRM or task-management tools previously used
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
