What does an account assistant do?
Bridging the gap between a company and its clients, an account assistant works in the area of customer service. The account assistant job profile involves reporting to an account manager. The account assistant role is vital to a company to ensure that client needs are met. Building customer relations and client retention is done by an account assistant through the act of managing and maintaining a client’s account.
You might hire an account assistant to:
- Coordinate with existing clients and manage their records on a day-to-day basis
- Take inquiries and requests from clients and report them to the account manager
- Manage all the accounts of various clients by performing client servicing functions that fall within the company budget
- Act as a bridge between the account manager and client and explore new ways to improve business
Introduction
At [Company X], people are the most vital resource. We are on the lookout for skilled account assistants who will help us liaison with existing clients effectively. The account assistant job profile will involve being a key point of contact between the company and the client. The account assistant job role entails reporting to account managers as customer support executives. We are in pursuit of finding someone who is passionate about fostering long-lasting relationships with clients on a day-to-day basis. Proficiency in audits and spreadsheets is a big bonus.
Objectives of this role
- Work as a touchpoint between senior account managers and the client through the account assistant job role
- Perform client servicing that results in building and fostering long-term relationships for the company
- Assist the senior account assistant or manager to keep track of client records, contract updates, and renewals
- Learn more about the product and offerings to upsell and cross-sell to clients
Responsibilities
- The key duty of an account assistant is to address the needs of the clients based on their requests and expectations
- Ensure that services to clients are within the budgets of the company, without compromising on clients’ needs
- Report to senior account managers on the progress of clients through proper documentation of the work
- Devise strategies to improve business from the takeaways that come with the account assistant job scope
- Generate reports about the client accounts, which range from client inquiries, addressing their needs, and scope of improvement for smoother relationships
Required skills and qualifications
- Bachelor’s degree in B.Com, management or a related field
- Experience in performing account assistant roles and responsibilities
- Internship or experience in sales or customer relationship management
- Ability to multitask and effectively perform the duty of an account assistant
- Strong verbal, written, and interpersonal communication skills
Preferred skills and qualifications
- Previous experience in receiving positive customer feedback as an account assistant or in a similar role
- Knowledge of common customer relationship management software and similar tools
- Certification or diploma as an account assistant, or in accounts management
