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1 Vacancy
Nichols Cauley & Associates LLC is a fullservice public accounting firm seeking a qualified Client Services Representative to join its expanding team.
The Client Services Representative is responsible for providing outstanding service to our clients by addressing inquiries resolving issues and ensuring a positive client & team member experience. This role requires excellent communication skills a proactive approach to problemsolving and a strong commitment to customer satisfaction.
Key Responsibilities:
Client Interaction:
o Distribute daily correspondence such as phone calls mail emails & faxes.
o Prepare written communications for the management team.
o Provide detailed information about products and services.
o Maintain a professional and courteous demeanor in all client interactions.
Issue Resolution:
o Identify and resolve client issues effectively and efficiently.
o Escalate complex issues to appropriate departments as necessary.
Account Management:
o Assist clients with account setup maintenance and updates.
o Assisting with purchasing maintaining records management systems and performing basic accounting services.
Documentation and Reporting:
o Maintain client and firm confidentiality.
o Maintain accurate records including retrieving and filing records and reports including the ability to use scanning equipment and maintain accuracy of files.
o Track projects and prepare reports to help keep projects on task.
o Provide insights and suggestions for improving client services.
Team Collaboration:
o Assist with office administration tasks including the assembly and distribution of client information interfacing with team members and clients and scheduling of firm and team activities.
o Work closely with other departments to resolve client issues.
o Participate in team meetings and training sessions.
o Contribute to the development and implementation of client service policies and procedures.
Qualifications:
Associates degree in business or related field; Bachelors of business administration management marketing communications or related field preferred.
Experience:
o Previous experience in customer service or client relations is preferred.
o Experience in Accounting is a plus.
Skills:
o Excellent verbal and written communication skills.
o Strong problemsolving abilities.
o Proficiency in using customer service software and CRM systems.
o Ability to multitask and manage time effectively.
o High level of attention to detail and accuracy.
Key Competencies:
o Customerfocused mindset with a commitment to providing excellent service.
o Strong interpersonal skills and the ability to build relationships with clients.
o Ability to work independently and as part of a team.
o Adaptability and willingness to learn new skills and processes.
Working Conditions:
Nichols Cauley offers a dynamic and supportive work environment.
The position may require occasional overtime or weekend work.
Nichols Cauley provides opportunities for professional growth and development.
Benefits:
Compensation commensurate with experience
401K plan (with up to 4% salary paid employer contributions)
Medical Insurance
Dental Insurance
Flexible work arrangements
Generous Paid timeoff & Holidays
Flexible spending accounts
Employee life insurance
Supplemental life insurance for Employee and Dependents
Longterm Disability insurance
Shortterm Disability insurance
Accidental death & dismemberment insurance
Paid parental leave
Childcare Assistance
Required Experience:
Unclear Seniority
Full-Time