Customer Service Representatives / Client-facing ...

We are a well-established CPA, tax, and accounting firm with branches in Artesia and Newport Beach, CA. Our firm is committed to delivering high-quality financial services and building strong client relationships. We are looking for a motivated and skilled professional to lead Business Development and Customer service efforts, contributing to the firm's growth and operational efficiency. Should be able to work from both offices as per our office requirements.Job Overview:As an Executive - Business Development & Customer service, you will play a pivotal role in expanding our client base, fostering client engagement, and ensuring the successful execution of projects. This role requires someone with a strategic mindset, exceptional organizational skills, and the ability to work seamlessly across our offices in Artesia and Newport Beach as needed.Key Responsibilities:Business Development:Identify and pursue potential clients to grow the firm's portfolio.Develop tailored proposals, presentations, and strategies to attract and retain clients.Build and maintain strong client relationships, serving as a primary point of contact.Stay updated on market trends, client needs, and industry developments.Collaborate with marketing teams to execute effective lead-generation campaigns.Mange clients and customers.Qualifications and Skills:Proven experience in business development and Customer service roles.Excellent communication, negotiation, and relationship-building skills.Ability to manage multiple projects and meet deadlines in a fast-paced env

Created: 2025-02-24