Client Service Associate in Mohali

Key Responsibilities

• Monitor and manage emails related to New Letter agreements / Renewal agreements
• Preparation of agreements (New Letts, Renewals, Section 13 Notice, etc) and sending these for signature.
• Tracking the agreements until they are signed
• Preparation of reports showing the work being done
• Collaborative communication
• Efficiency improvement
• Adherence to timelines for reporting
  
  

About Company: We are a Professional Services firm that's committed to providing a better financial experience to our clients. We are financial architects. A team of solvers, combining financial, technological and human intelligence to deliver the best outcomes for our clients and the wider community.

For businesses we provide tax, accounting and financial planning; for individuals we provide wealth management and tax planning services; and for others we provide support through our charitable foundation.

We founded Acuity to make better financial experiences possible - providing ease of access to the right know-how at the right time. Our collective knowledge and experience gives us a greater sense of perspective, allowing us to see solutions where others might not.