Client Services Representative (Canton)

Nichols Cauley

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profile Job Location:

Canton, OH - USA

profile Monthly Salary: Not Disclosed
Posted on: 7 days ago
Vacancies: 1 Vacancy

Job Summary

Nichols Cauley is a leading financial services firm recognized among the Top 120 Firms by Inside Public Accounting. We are honored to be named one of Accounting Todays Best Firms to Work For and Best Firms for Young Accountants a testament to our unwavering commitment to professional excellence career development and a collaborative supportive culture. As we continue to grow we offer talented professionals a dynamic environment where innovation is encouraged teamwork is valued and long-term success is a shared goal. If you are seeking a rewarding career with a firm dedicated to your growth and success we encourage you to apply to join our team.

The Client Services Representative will provide administrative support by handling information requests assisting our partners preparing correspondence scanning and processing tax returns arranging conference calls and scheduling meetings.

Key Responsibilities:
Assist with client billing monthly
Electronic filing of tax returns and other information
Assist with the implementation and maintenance of software systems related to the accounting profession
Distribute daily correspondence such as phone calls mail email and faxes; prepare written communications for the management team
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
File and retrieve documents records and reports; scanning tax return information
Assisting with purchasing supplies and maintaining records management systems
Prepare agendas and make arrangements for business meetings
Additional responsibilities as assigned

Qualifications:
Associates Degree in Business or related field; Bachelors of Business Administration Management Marketing or related field preferred
Must have knowledge of administrative procedures
Proficient use of applicable technology; specifically Microsoft Office Applications (Outlook Excel Word PowerPoint etc.
Well organized with a high degree of accuracy and attention to detail
Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
Ability to work with minimal supervision while fulfilling all obligations
Strong customer service skills
Experience in office environment and performing as an administrative assistant desirable.

Occasional overtime and weekend hours required.

Benefits:
401K Plan with Up To 4% Salary Paid Employer Contributions
Medical Dental and Vision Insurance
Flexible Work Arrangements
Paid Time-Off and Holidays
Flexible Spending Accounts
Paid Parental Leave
Childcare Assistance
Annual Company Store Allowance

Why Nichols Cauley

Be part of a firm that is energized by growth and this role youll have the chance to directly impact the client experience while supporting a wide range of accounting and advisory services. Youll work closely with talented professionals playing a key role in strengthening client relationships and streamlining service delivery. At Nichols Cauley we foster a collaborative environment that values initiative problem-solving and a commitment to excellence. Were dedicated to investing in new technologies and continuous improvement ensuring you have the tools and support needed to grow your career while making a real difference for our clients.


Required Experience:

Unclear Seniority

Nichols Cauley is a leading financial services firm recognized among the Top 120 Firms by Inside Public Accounting. We are honored to be named one of Accounting Todays Best Firms to Work For and Best Firms for Young Accountants a testament to our unwavering commitment to professional excellence care...
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Key Skills

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About Company

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Our team offers the same full-service accounting and consultation as a Big Four firm, but with the personalized attention you would expect from the neighborhood firm.

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