Handle incoming and outgoing calls professionally
Respond to client queries related to accounting, tax, GST, and other CA services
Follow up with clients for documents and pending information
Maintain proper client records and update data in the system
Coordinate with internal teams (Accounts/Tax team) for smooth process flow
Schedule appointments and meetings for clients
Handle basic email communication with clients
Assist in maintaining daily reports and MIS
Ensure good client relationship and customer satisfaction
Resolve basic client concerns or escalate to seniors when required.