Client Service Associate in Mohali

Key Responsibilities

• Monitor and manage emails related to ledger entries
• Data entry, management and analysis
• Report creation and presentation
• Support collaborative communication
• Support efficiency and show improvement
• Demonstrate adherence to timelines for reporting

About Company : We are a Professional Services firm that's committed to providing a better financial experience to our clients. We are financial architects. A team of solvers, combining financial, technological and human intelligence to deliver the best outcomes for our clients and the wider community.

For businesses we provide tax, accounting and financial planning; for individuals we provide wealth management and tax planning services; and for others we provide support through our charitable foundation.

We founded Acuity to make better financial experiences possible - providing ease of access to the right know-how at the right time. Our collective knowledge and experience gives us a greater sense of perspective, allowing us to see solutions where others might not.

Skills Required

Report Creation