Customer Relations Officer – Client Services & Office Admin

About the role

The Customer Relations Officer will act as the primary point of contact between clients and a business advisory firm offering accounting, financial and management consulting services. This role combines client‑facing duties with office administration to ensure smooth communication and efficient service delivery.

Key responsibilities

• Serve as the first point of contact for clients via phone, email, WhatsApp, social media and other channels.
• Direct client enquiries to the appropriate department and ensure timely follow‑up.
• Manage incoming sales enquiries and support the client acquisition process from initial contact through engagement.
• Communicate the firm’s service offerings, including bookkeeping, payroll administration, tax advisory, company registration and related consulting services.
• Maintain accurate records of enquiries, follow‑up activities and client interactions.
• Follow up with clients after meetings to confirm actions, required documentation and next steps.
• Provide coverage for client communications when the CEO is unavailable.

Required profile

• Diploma or Bachelor’s degree in Business Administration, Office Management, Finance, Accounting, Communications or a related field.
• 2–3 years of experience in administrative, client service, customer relations or office support roles.
• Experience in accounting, consulting, financial services or professional services is an advantage.
• Basic understanding of bookkeeping, payroll, taxation and business registration processes.

Required skills