Client Success Representative

MBE CPAs • Chandler, AZ

6d • Onsite

About The Position

The Client Success Representative serves as the office location’s receptionist, greeting clients and providing administrative assistance to the firm’s partners and staff. As a brand ambassador, this role provides exceptional customer service to clients, visitors, and other contacts. The representative supports office operations and the MBE team, assists clients with information and document or payment delivery, helps prepare and deliver tax returns, and assists the Payroll Solutions affiliate with payroll processing as needed.

The schedule supports office hours of Monday through Friday, 8 a.m. to 5 p.m. The role 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 is highly desired.

Responsibilities

• Greet and direct clients and visitors by phone, email, and in person.
• Provide administrative support to the MBE team, including correspondence, appointment coordination, event and luncheon scheduling, office supply ordering, mail handling, and scanning and assembling documents.
• Assist clients with requested information, delivery of documents and payments, and general inquiries.
• Help prepare paperwork and deliver tax returns to clients.
• Assist the Payroll Solutions affiliate with payroll processing 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.

What This Job Offers

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