- – Manage accounts payable, receivable, banking, and financial record keeping.
- – Oversee payroll, benefits administration, and employee record management.
- – Prepare financial reports, budgets, forecasts, and ensure compliance filings.
- – Own client relationships, ensuring optimal use of compliance platforms and services.
- – Drive onboarding and adoption, leading client webinars and success meetings.
- – Troubleshoot technical issues, translating details for client IT and operations teams.
- – Respond to customer inquiries via phone, email, and chat promptly and professionally
- – Resolve customer complaints and issues to ensure satisfaction and retention
- – Maintain accurate records and collaborate with team members for service excellence