Minimum requirements:
Sales team liaisons AR Reconciliations General admin duties including answering phones, managing files
client queries, and support directors, managers, and clerks with tax-related matters. This varied role will
strategic advice across a variety of financial products and services
strategic advice across a variety of financial products and services Assessing client's overall financial
strategic advice across a variety of financial products and services Assessing client's overall financial
client base to drive business efficiency and productivity. Collaborate with clients to identify opportunities mitigate them. Provide input and insights to the product and service development teams based on client feedback