Client Success Representative - Front Desk

About the role

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

Responsibilities

• 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, 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.

Qualifications

• Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Previous experience in a related receptionist or administrative support role highly desired.

Benefits

• 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

• Supports office hours of Monday-Friday 8a-5p.
• Typically works an 8.5 hour shift with a 30 minute lunch break each day.
• Generally overtime is not expected outside of tax season.
• During January-April tax season, 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.