Client Administration & Operations Specialist

Profinancials Administratie & Advies; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Profinancials Administratie & Advies in Bangalore, India, is seeking an experienced Client Administration & Operations Specialist to support our international accounting and tax advisory practice. You will ensure client files, agreements, and internal processes are accurate and up to date, working closely with tax consultants, accountants, and management.

The role emphasizes bringing structure to the organization, high accuracy, ownership of administrative workflows, and collaboration across

Qualifications

• Experience in administrative, back-office or client-support roles.
• Highly accurate and organized with attention to deadlines.
• Able to work with multiple digital systems and databases.
• Strong written and verbal English communication.

Responsibilities

• Manage and coordinate new client onboarding and acceptance procedures.
• Collect and check required client information and documentation.
• Prepare engagement letters, service agreements and standard client documents.
• Create and maintain client files and digital dossiers.
• Register new clients in internal systems.
• Update client information across software platforms.
• Keep CRM and administrative systems accurate and up to date.
• Process incoming correspondence and scanned letters.
• Allocate documents to the correct client files.
• Inform relevant team members when action is required.
• Monitor whether documents, signatures and information are received.
• Support periodic compliance and client-file reviews.
• Assist tax and accounting teams with administrative workflows.
• Monitor deadlines and follow up on outstanding tasks.
• Help improve and standardize internal administrative processes.

Skills

Administrative

Back-office

Client support

English

CRM

Data accuracy

Tools

CRM

Internal systems

Job description

Client Administration & Operations Specialist

Location: Bangalore, India

We are looking for an experienced and highly organized Client Administration & Operations Specialist to support our international accounting and tax advisory practice.

In this role, you will be responsible for several important administrative processes surrounding our clients. You will work closely with our tax consultants, accountants and management team and make sure that client files, agreements, systems and internal processes are accurate and up to date.

This position is ideal for someone who enjoys bringing structure to an organization, works accurately and is comfortable taking ownership of administrative processes.

Your responsibilities

Your responsibilities will include:

• Managing and coordinating new client onboarding and client acceptance procedures


• Collecting and checking required client information and documentation


• Preparing engagement letters, service agreements and other standard client documents


• Creating and maintaining client files and digital dossiers


• Registering new clients in our internal systems


• Updating client information across different software platforms


• Keeping our CRM and administrative systems accurate and up to date


• Processing incoming correspondence and scanned letters


• Allocating documents and correspondence to the correct client files


• Informing the relevant team members when action is required


• Monitoring whether required documents, signatures and information have been received


• Supporting periodic compliance and client-file reviews


• Assisting the tax and accounting teams with administrative parts of their workflows


• Monitoring internal deadlines and following up on outstanding administrative tasks


• Helping improve and standardize internal administrative processes

Who are we looking for?

We are looking for someone who:

• Has previous experience in an administrative, back-office, operations or client support position


• Is highly accurate and organized


• Is comfortable working with multiple digital systems simultaneously


• Has experience maintaining client files and databases


• Is able to follow structured procedures and checklists


• Can work independently and take ownership of assigned processes


• Has strong written and verbal communication skills in English


• Handles confidential client information professionally


• Is comfortable working in an international environment


• Is proactive and notices when information is missing or a process requires follow-up

Experience within an accounting firm, tax advisory firm, law firm, financial services company or other professional services organization would be a strong advantage.

The profile we value

For this position, you do not necessarily need to be a tax specialist.

What is more important is that you understand how important accuracy, deadlines, documentation and compliance are within a professional services environment.

We are looking for someone who does not simply complete individual tasks, but who understands the complete administrative process and makes sure nothing is forgotten.

You will become an important link between our clients and our professional team in the Netherlands and India.