Office Manager CX Associate

Title: Client Experience Associate

STATUS: Full time hourly (nonexempt)

JOB POSTING: We are hiring a Client Experience Associate office manager administrative assistant office biller in our Client Experience Division to join our team at our Boise office. We were voted one of Idahos Best Places to Work three years in a row this means that we care about culture worklife fulfillment and we have some fun along the way!

WHAT WE OFFER:

• Competitive salaries & benefits
• Opportunities for career growth & development
• Access to the top work directly with Senior Leaders
• Flexible work arrangement options to help you balance work life and family

OUR CORE VALUES: Principled Authentic Intentional Determined

OUR MISSION: To glorify God by using our knowledge skills and talents to develop our employees to be leaders assisting the business community in growing healthy strong organizations.

SUMMARY: Serve as the primary interface for client communications managing workflow and deadlines processing mail and deposits answering phones and emails preparing documents and files and assisting the Firm with client meetings scheduling and meals.

SUPERVISION: Works under the direct supervision of the Client Experience (CX) Manager.

POSITION DETAILS ASSOCIATES

Communication with Clients

• Act as the primary office reception to greet visitors with professionalism and enthusiasm answer the phones timely and kindly provide crossoffice coverage for phone support
• Provide well written responses and friendly verbal communication internally
• Prepares and/or generates routine correspondence letters memoranda forms reports labels for files and other documents

Manages Client Care Projects

• Assist with the completion and follow through of client care requests
• Complete tasks within the CX Work Queue including assigning projects processing and sending tax returns and efiling
• Gather and record new client information set up new clients in systems manage workflow assigned via client service level agreements accept and process client payments
• Maintain client files scan documents to electronic filing systems organize confidential client information set up new clients in PCS
• Assist with client or Firm administrative projects as needed or directed

Office Administrative Duties

• Monitor and order office supplies manage the front office of the assigned work location ensure the office is neat organized stocked and decorated appropriately
• Assist with facility requests and coordinating office maintenance
• Order and/or prepare staff lunches manage kitchen snacks food beverages and kitchen supplies

Actively engages in the work of the Firm

• Participates in Nichols events training staff meetings and town hall sessions active presence on Teams with cameras on
• Engages in cross training willing to assist with functional areas of the Firm such as marketing social media human resources billing etc. as requested

Knowledge of Microsoft operating systems and applications (Excel Word Outlook)

• Ability to learn new systems quickly
• Willingness to learn and become a resident expert on Nichols systems such as PCS Go File Room etc.

Demonstrates understanding and clarity of Nichols structure values mission and focus

Other duties as assigned

EDUCATION AND EXPERIENCE:

Associate: A minimum of two years of experience in a customer service or administrative assistant role

SALARY: $15$25 per hour nonexempt

PHYSICAL REQUIREMENTS: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions including extended hours of sitting and the ability to lift and maneuver client files or folders up to 20 pounds.

Nichols provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics or any other characteristic protected by federal state or local laws.

Candidate must be able to provide proof of auto insurance and be available for in office work MF; 8:00 5:00 pm. We are looking for someone with a servant heart to care for our office staff clients and who is a selfstarter.