Client Success Representative - Seasonal

MBE CPAs • Black Earth, WI

7d • Onsite

About The Position

Our seasonal Client Success Representative will act as the office location's receptionist greeting our clients and providing administrative assistance to the firm's partners and staff. This role is a key brand ambassador for the company providing exceptional customer service to all they interact with.

Requirements

• Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Previous experience in a related receptionist or administrative support role highly desired.

Responsibilities

• Greeting and directing clients and visitors by phone, email, or in person.
• Providing administrative support to MBE team including correspondence, coordinating appointments, scheduling events and luncheons, ordering office, handling office mail, scanning and assembling documents, etc.
• Assisting clients with requested information, delivery of documents and payments, and general inquiries.
• Assist with preparation of paperwork and delivery of tax returns to clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed