Description

Job Title: Client Services Associate

Company Overview:

Our client is dedicated to providing top-notch tax services to individuals and businesses alike. They pride ourselves on our professional expertise and our commitment to excellent customer service. They are currently seeking a Client Services Associate to join their team and help us maintain the high standard of service our clients expect.

Job Description:

As a Client Services Associate, you will be an integral part of the team, acting as the primary liaison between our tax professionals and our clients. Your role will be crucial in managing and facilitating the flow of information and documentation, ensuring seamless service delivery throughout the tax preparation process.

Responsibilities:

• Serve as the primary point of contact for client communications, addressing inquiries, and providing timely updates.

• Efficiently manage document filing systems, both physical and digital, ensuring accuracy and accessibility.

• Facilitate the transfer of documentation between clients and tax services, ensuring all necessary paperwork is accurately processed and handled.

• Scan and upload all relevant documentation into our secure vault system, maintaining confidentiality and integrity of client information.

• Handle and direct phone calls, providing courteous and professional assistance to both clients and colleagues.

• Maintain thorough records of client interactions and transactions, documenting details in the client relationship management (CRM) system.

• Assist with the preparation of client meetings and presentations, ensuring that all required materials are available and organized.

  Requirements - Data entry, document management, file creation and previous records experience required

• 1+ years of accounting experience required

• Prior knowledge in Spreadsheet and ERP system

• Deep understanding of Client engagement

• Solid understanding of Client administration

• General familiarity with Administrative experience

• Well-founded grasp of Administrative Assistance

• Coordination experience

• Foundational knowledge in Document Scanning

• Knowledge of Client communications

• Practical knowledge of Receptionist Duties

• Proven knowledge of Data coordination

• AA or BS/BA in Accounting or related field preferred

• Ability to multitask and communicate well with individuals of all backgrounds

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .