Client Success Representative
About The Position
The Client Success Representative serves as the office location’s receptionist, welcoming clients and providing administrative assistance to the firm’s partners and staff. As a brand ambassador, the representative delivers exceptional customer service to clients, visitors, and others they interact with. The role supports MBE CPAs and may also assist its Payroll Solutions affiliate with payroll processing. The position supports office hours Monday through Friday, 8 a.m. to 5 p.m., and typically works an 8.5-hour shift with a 30-minute lunch break. Overtime is generally not expected outside tax season. From January through April, the representative works every Saturday, either 8 a.m. to noon or 9 a.m. to 1 p.m., with overtime hours. From May through September, the office closes at noon on Fridays for summer hours.
Requirements
- Comfort working daily with Microsoft Office products, including Excel, Word, and Outlook.
- Strong communication and customer service skills for interacting with customers by phone, email, and in person.
- Strong attention to detail and accuracy.
Nice To Haves
- Previous experience in a related receptionist or administrative support role.
Responsibilities
- Greet and direct clients and visitors by phone, email, and in person.
- Provide administrative support to the MBE team, including correspondence, coordinating appointments, scheduling events and luncheons, ordering office supplies, handling office mail, scanning documents, and assembling documents.
- Assist clients with requested information, delivery of documents and payments, and general inquiries.
- Assist with preparing paperwork and delivering tax returns to clients.
- Assist the Payroll Solutions affiliate with processing payroll as needed.
Benefits
- Competitive medical, dental, and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401(k) employer matching program.
- Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
- Supplemental insurance options for life, AD&D, short-term disability, long-term disability, and critical illness.
- Bonuses for helping with business development leads.
- Long-term job stability, work-life balance, and opportunities for career growth and upward mobility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
