Process Associate

Company Description

Finex Tax Filing is committed to offering comprehensive tax planning, preparation, and advisory services to help businesses and individuals achieve financial clarity. With expertise in navigating complex tax regulations, the company provides tailored solutions that maximize savings, ensure compliance, and reduce risks. Finex Tax Filing specializes in tax preparation, corporate tax compliance, state and international tax services, and IRS representation. Combining industry expertise with innovative technology, the company delivers seamless, accurate, and stress-free tax management solutions.

Experience required :

0-1 years of experience.

CTC : INR 2-2.4 LPA

Location : on-site Time : 9 : 00 PM to 6 : 00 AM IST (Monday - Friday)

Role Description

Serve as the primary point of contact for customers, handling inbound and outbound calls, texts, and chats with professionalism and empathy.

Actively listen to customer concerns, provide clear and timely solutions, and ensure a seamless resolution process.

Collaborate with internal teams to address customer inquiries and resolve issues effectively.

Maintain accurate and up-to-date records of customer interactions, feedback, and resolutions in the CRM system.

Proactively identify and escalate complex issues to the appropriate teams while ensuring customer satisfaction.

Build lasting relationships with customers by treating each interaction as an opportunity to create a positive and memorable experience.

Stay updated on products, services, and policies to provide accurate and helpful information to customers.

Monitor and analyze customer feedback to identify trends and suggest improvements to enhance the overall customer experience.

Support team projects and initiatives aimed at improving processes and elevating the quality of customer service.

Qualifications

• Bachelor’s or master’s degree in finance, or a related field.
• 0–1 years of experience in customer service or a related domain.
• Excellent verbal, written, and interpersonal communication skills
• Proven Customer Service and Communication skills with the ability to interact effectively with clients.
• Experience in Business Process Outsourcing (BPO) or similar process-driven environments.
• Educational background in Accounting, Finance, or related fields is preferred.