Customer Account Officer


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Job Details

  • Client Services is  responsible for establishing, maintaining, and building client relationships.

  • Understand customer problems by greeting and interviewing through telephone and email.

  • Resolve problems by providing information and guiding clients through corrective steps.

  • Educate customers and provide relevant information about products and services.

  • Avoid legal challenges by adhering to product usage guidelines and instructions.

  • Improve product performance by identifying persistent problems and recommending changes.

  • Internet Marketing

  • Keep records of customer interactions or transactions by recording details of inquiries, complaints and comments.

  • Determine charges for services requested, collect deposits or payments, or arrange for billing.

  • Refer unresolved customer grievances to designated departments for further investigation.

  • Prepare invoices for products and services.

  • Complete contract forms, prepare change of address records, or issue service orders.

  • Solicit sales of new or additional services or products.

  • Recommend improvements in products, packaging, service and billing methods and procedures.

  • Production of correspondences and documents, as well as presentations, records, spreadsheets and databases.

  • Attending meetings, taking minutes and keeping notes.

  • Ordering and maintaining stationery and equipment supplies.

  • Sorting and distributing incoming post, and also organizing and sending outgoing post.

  • Liaising with colleagues and external contacts based on instructions.

  • Filing of documents.

  • Screening telephone calls, enquiries and requests.

  • Interfacing with visitors across all levels of seniority or importance.

  • Organising and maintaining diaries and booking appointments and meetings.

  • Dealing with incoming email, faxes and post. Often corresponding on behalf of the company.   

  • Taking dictation and minutes during meetings.

  • Liaising with clients, suppliers and other staff.

  • Coordinating secretarial and admin activities.

  • Carrying out ad hoc projects and research, and managing accounts and budgets on a case by case basis.




Job Level

Experienced (Non-Manager)




Real Estate / Property

Job Type


Minimum Qualification


Preferred Years of Experience