Client Success Representative - Front Desk

About the role

Our Client Success Representative will act as the office location's receptionist, greeting 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.

This includes:

• 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 supplies, 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.
• Assisting Payroll Solutions affiliate with processing payroll as needed.

Requirements

To be successful, you should be comfortable working daily in Microsoft Office products including Excel, Word, and Outlook, have strong communication and customer service skills, and strong attention to detail and accuracy. Previous experience in a related receptionist or administrative support role is highly desired.

Benefits

This firm offers long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. Additional benefits include:

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

Schedule

This role supports our office hours of Monday-Friday 8a-5p, with a typical 8.5 hour shift and a 30 minute lunch break each day. Generally, overtime is not expected outside of tax season. During the January-April tax season, this role works every Saturday 8-12 or 9-1, allowing for some extra income with overtime hours. May-September, the office closes at noon on Fridays for summer hours.