Client Advisory Executive

Banking / Insurance / Financial Services

About the Employer

Job Description

WE ARE HIRING!

CLIENT ADVISORY EXECUTIVE

Join ACMO Corporate - Chartered Accountants and support clients with practical guidance on accounting, tax compliance and tax planning - helping them make informed business decisions.

KEY RESPONSIBILITIES

  • Advise clients on accounting services, tax obligations and practical tax-planning options.
  • Review client needs, business activities and timelines to recommend suitable solutions.
  • Plan and coordinate client assignments with internal accounting and tax teams.
  • Prepare proposals, quotations, service plans and client presentations.
  • Follow up on deliverables, deadlines and client queries to ensure a smooth service experience.
  • Build trusted client relationships and identify areas where ACMO can provide further support.

REQUIREMENTS

  • Minimum 1 year of experience in customer handling, project planning or coordination, business analysis, or a related role.
  • A degree or diploma in Business Management, Project Management, Marketing, Customer Relationship Management or a related field.
  • Strong planning, analytical and problem-solving skills, with the ability to handle clients professionally.
  • Excellent spoken and written English with confident communication skills.
  • Self-motivated, result-oriented and willing to learn; able to understand accounting and tax concepts and explain service solutions clearly.

ATTRACTIVE PACKAGE

Attractive salary package with performance-based commission.

CAREER GROWTH

Develop a strong career path in client advisory and relationship management.

LEARNING & EXPOSURE

Gain practical exposure to accounting, tax planning and diverse industries.

APPLY NOW!

SEND YOUR CV TO: [email protected]

WEB: www.acmo.lk

LOCATION: MAHARAGAMA

CONTACT: 076 106 6547