ACCOUNT MANAGER

1. Client Relationship Management
Maintain Strong Client Relationships: Serve as the primary point of contact for assigned clients, ensuring their needs are met and their concerns are addressed promptly.
Regular Communication: Schedule and conduct regular check-ins with clients to update them on the progress of their applications and address any questions or concerns.
Client Satisfaction: Monitor client satisfaction levels and take proactive steps to resolve issues and improve the client experience.

2. Case Management
Case Assignment: Oversee the allocation of cases to immigration consultants or legal teams, ensuring that each case is handled by the most appropriate staff member.
Monitor Progress: Track the status of each client’s case, ensuring all necessary steps are completed on time, and follow up with internal teams as needed.
Document Management: Ensure that all client documents are collected, verified, and filed correctly. Assist clients in gathering and submitting necessary documentation.
Compliance: Ensure that all cases comply with relevant immigration laws, regulations, and internal company policies.

3. Client Onboarding
New Client Setup: Guide new clients through the onboarding process, including initial consultations, document submission, and payment of fees.
Education: Educate clients on the immigration process, timelines, and requirements, ensuring they understand each step of their journey.
Personalized Service: Tailor the onboarding experience to each client’s unique situation and needs.

4. Project Management
Timeline Management: Create and maintain timelines for each client’s case, ensuring that all milestones are met according to schedule.
Task Coordination: Coordinate tasks across different departments (e.g., legal, document processing, customer support) to ensure seamless service delivery.
Resource Allocation: Ensure that resources (e.g., staff, time, tools) are allocated efficiently to meet client needs and company objectives.

5. Sales and Business Development
Client Retention: Identify opportunities to upsell additional services to existing clients, such as assistance with family sponsorships, work permits, or permanent residency applications.
New Business: Assist the sales team in acquiring new clients by participating in consultations, preparing proposals, and presenting service offerings.
Networking: Attend industry events, conferences, and seminars to represent the firm, build relationships, and generate new leads.

6. Reporting and Analysis
Client Reports: Prepare regular reports on client account status, case progress, and any issues that need to be addressed.
Performance Metrics: Track and report on key performance indicators (KPIs) related to client satisfaction, case completion rates, and account growth.
Feedback Collection: Collect and analyze client feedback to identify areas for improvement in service delivery and client management.

7. Team Collaboration
Internal Communication: Act as a liaison between clients and internal teams, ensuring clear and effective communication of client needs and case requirements.
Problem-Solving: Work collaboratively with the legal team, consultants, and support staff to resolve any issues that arise during the client’s immigration process.

8. Client Advocacy
Advocate for Clients: Represent clients’ interests within the firm, ensuring their needs and preferences are prioritized in decision-making.
Issue Resolution: Quickly and effectively address any problems or conflicts that arise, ensuring a positive outcome for the client.

9. Continuous Improvement
Process Improvement: Identify and implement improvements to the client management process, aiming to enhance efficiency and client satisfaction.
Client Feedback Utilization: Use client feedback to make informed changes to service offerings, communication strategies, and case management practices.

15,000 BASE SALARY
1,000 PER CLOSE DEAL