Assume responsibility for managing all Client Services-related matters
Serve as the Person-in-Charge (PIC) for approximately 300 Secretary Accounts
Manage all Secretarial Account and Xero Subscription Renewals, including but not limited to: Annual return filing fees, registered office services, nominee services, new incorporation & secretarial services and etc.
Support the Acquisition of New accounts through personal relationships and professional network
Prepare proposals, service agreements and related documents for client presentation and onboarding
Proactively monitor service progress, track pending items and follow up on payments to ensure timely delivery and accurate billing
Facilitate knowledge transfer processes to ensure smooth onboarding for Corporate Legal Group (CLG) clients
Requirements
Diploma or Degree in Business Management or related field
Minimum 1 year of relevant experience in client support or sales coordination role
Excellent interpersonal and communication skills with a client-focused mindset
Able to work independently, manage multiple priorities and consistently meet deadlines and KPI