Smith Harvey Associates

customer service manager

Smith Harvey Associates - Boston, MA


The Client Service Manager plans, manages and supports the relationship between the client and the services offerings.. The CSM also coordinates and provides relevant and up-to-date professional, technical and proactive solutions. The CSM, with support from the Client Service Directors (CSD's) and others, will also generate incremental revenue by identifying and/or recording opportunities to provide additional services to meet client needs. The ideal candidate will have experience in providing expertise to clients in the fields of accounting and/or compliance. Experience with international accounting, payroll, or compliance is preferred; experience in international business is required for candidates with no relevant degree or certification. Major Responsibilities: : Manage a portfolio of clients and/or provide support to CSD's on their portfolio of clients. Remain technically up to date and develop sufficient knowledge of core business areas to identify needs and direct work assigned by clients : Develop strong working relationships with clients and colleagues, recommending strategies and solutions to best satisfy client needs and requirements : Coordinate, support, liaise with internal departments to help deliver high quality service to meet client requirements and deadlines : Produce strategic account plans and reports of new developments and issues : Maintain regular (weekly, monthly, quarterly) contact with clients in line with the agreed client contact plan : Continuously review clients operations, identify risks and present solutions to meet requirements : Contribute to the identification and recommendation of methods of improving quality of service and operational effectiveness : Be available as a technical resource during the sales closing process : Identify and propose topics for webinar and other marketing programs : Remain solution focused and be a positive steward of the brand Minimum Qualifications: Bachelor's degree in Accounting or specialist degree/knowledge in related fields A working knowledge of other specialties (relevant practices, industry trends, issues) CPA and/or MBA preferred, but not required Minimum of 3 years relevant experience of working in International business if no formal professional qualification Experience in and/or with an international operations Strong client/customer service focus and background Proficient use of Word and Excel and Office Advanced verbal and written communication skills Able to facilitate in person meetings and conference calls that deal with complex or technical issues

Posted On: Thursday, July 30, 2020

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