Client Support Specialist

Magone & Company, P.C.•Parsippany-Troy Hills, NJ

12d•Onsite

About The Position

We’re looking for a professional, organized, and tech-savvy Client Support Specialist to serve as the first point of contact for our clients and to support day-to-day administrative operations. Join a CPA firm where you’re more than the front desk - you’re a key part of the client experience and our internal operations. You’ll work in a professional environment, develop in-demand skills (client service, tech tools, secure document handling), and have opportunities to grow as you take ownership of workflows that keep the firm running smoothly.

Requirements

Strong customer service mindset with a polished, professional communication style.
High attention to detail and a commitment to confidentiality.
Comfortable learning and supporting office technology and client portals.
Ability to prioritize, stay organized, and manage multiple requests in a fast-paced environment.
Experience in administrative support, client services, or a professional office environment is preferred (CPA firm experience is a plus).
High School graduate or equivalent.
At least 1 year of office experience, preferably in a financial services or legal firm.
Client service experience.
Strong proficiency in Microsoft Office Suite and Adobe editing.
Demonstrated proficiency learning new software programs.
Excellent verbal and written communication skills, organizational and analytical skills.
Professional demeanor and presentation.
Ability to thrive in a demanding environment.

Nice To Haves

Financial services experience providing administrative support.
Experience with A/R, A/P and marketing.
Associate or Bachelor’s Degree.

Responsibilities

Greet clients professionally and warmly in person and over the phone.
Assist clients with downloading and accessing tax documents for review and signature.
Provide support to clients regarding document portals.
Answer general inquiries, screen and direct calls.
Draft and send engagement letters to clients.
Onboard new clients with white glove service.
Maintain and update databases with accurate client information.
Ensure data integrity and confidentiality.
Download and save client-provided financial documents from various portals.
Scan, organize, and securely store client documents in the firm’s secure document management system.
Monitor and update marketing and newsletter databases, as needed.
Provide support for bi-weekly newsletter and social media.
Manage incoming and outgoing mail.
Assist the team with other duties as assigned, including processing tax returns and extensions, closing out client workflows, following up with clients for signatures and other authorizations.