Client Support Representative

ABOUT US: Calibre CPA Group, one of the leading public accounting firms in the DC Metro area with additional offices in New York City, Chicago, and Los Angeles. We are committed to delivering exceptional service to our clients and fostering a collaborative, dynamic work environment. As we continue to grow, we are looking for a dedicated Client Support Representative to join our team. JOB SUMMARY: The Client Support Representative will serve as the primary point of contact for clients, ensuring exceptional client service and smooth administrative operations. This role involves coordinating client interactions, managing documentation, and supporting the engagement process. KEY RESPONSIBILITIES: Client Interaction: Serve as the first point of contact for clients, providing exceptional customer service. Schedule and coordinate client meetings and engagements. Provide client portal training and support. Engagement Management: Assist with the preparation, tracking, and management of engagement letters. Assist with drafting, sending, and tracking audit confirmations for multiple clients simultaneously. Set up and track the status of audit request lists. Scan and organize client data. Manage client correspondence, including Power of Attorney (POA) documents. Billing and Documentation: Coordinate and prepare client billing. Handle filing and e-filings of documents. Prepare agendas, attend client prospect meetings, and provide meeting recaps. Client Integration and Transition Management: Set up new clients in various systems. Onboard new clients, ensuring they have a smooth transition. Offboard and close out client files. Proposal and Presentation Support: Support the development of proposals. Assist with drafting PowerPoint presentations of audit results. Additional Responsibilities: Ensure all client interactions and documentation comply with firm policies and regulatory requirements. Continuously improve client service processes and contribute to team initiatives. JOB REQUIREMENTS: Minimum of 2 years of experience in client support or administrative roles, preferably within a CPA firm, financial services firm, or law firm. Associate degree or significant experience as a firm administrator. Excellent organizational skills and attention to detail. Exceptional communication and interpersonal skills. Ability to work independently, simultaneously manage multiple projects, and meet deadlines. Punctual, reliable, and professional. Effective team player with a desire for professional growth. Strong problem-solving skills and a proactive approach to client service. Proficiency in Microsoft Office Suite. Willingness and ability to support the firm's growth. Experience with AI and client management software is a plus. EEO: Calibre CPA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Calibre CPA complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Calibre CPA expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Calibre's employees to perform their job duties may result in discipline up to and including discharge.

Created: 2024-11-02