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CPA Executive

Digitide Solutions
Chennai, IND
Full-time
Junior · 2+ years experience
Onsite
Discovered 6 days ago
Communication

Full Job Posting

Qualifications

  • Bachelor's degree in Business, Finance, or related field.
  • 2+ years of experience in customer care or client support within BFSI or similar regulated industry.
  • Strong communication skills, both verbal and written, with a customer‐focused attitude.
  • Proficiency in CRM tools and Microsoft Office Suite.
  • Ability to analyze problems, think critically, and provide effective solutions.
  • Knowledge of banking, insurance, or capital markets regulations is a plus.
  • Excellent time‐management and multitasking abilities in a high‐volume environment.
  • Team player with a collaborative mindset and willingness to share knowledge.
  • Flexibility to work in shifts, including occasional evenings or weekends as required.
  • Demonstrated commitment to maintaining confidentiality and data security.

Responsibilities

  • Respond to inbound client inquiries via phone, email, and chat with professionalism and accuracy.
  • Diagnose and resolve customer issues, escalating complex cases to senior teams when necessary.
  • Provide detailed information on Digitide Solutions' BFSI products, services, and processes.
  • Maintain up‐to‐date client records in the CRM system, ensuring data integrity.
  • Collaborate with back‐office departments to coordinate issue resolution and service delivery.
  • Monitor service level agreements (SLAs) and ensure timely response and resolution.
  • Identify recurring problems and suggest process improvements to management.
  • Prepare daily and weekly reports on call volumes, issue types, and resolution metrics.
  • Participate in regular training sessions to stay current with industry regulations and company policies.
  • Promote a positive brand image by delivering exceptional customer experiences.

Preferred Qualifications

  • Knowledge of banking, insurance, or capital markets regulations is a plus.

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