Client Service Representative

Job Overview We are seeking an exceptionally organized, driven, and detail-oriented professional to join our Client Services team. We are looking for someone who thrives in a fast-paced environment, takes initiative without being asked, and is always looking to improve the process and themselves. This role is ideal for someone who wants to be a key player in a high-accountability firm. Minimum Requirements

• Proven history of taking full accountability for your workload
• Ability to anticipate needs and act without waiting for direction
• Comfortable handling multiple priorities with competing deadlines
• Extremely organized and accurate. This role requires perfect attention to detail
• Must be proactive, not reactive
• Willingness to take the lead in communication with both internal teams and clients
• Excellent written and verbal communication. You should be able to write clearly and professionally without templates
• High standards for yourself and your team Responsibilities
• Act as a point of contact between clients and internal teams, ensuring smooth delivery of services and a high client experience
• Prepare, send, and follow up on critical documents such as: o Engagement Letters o Bank Confirmations o Legal Letters o Predecessor and Successor CPA Requests
• Review and send Draft and Final deliverables
• Log and maintain data across various internal systems with zero tolerance for gaps
• Generate reports and update stakeholders on documents and job progress
• Provide support to firm leadership as needed
• Professionally answer incoming phone calls
• Proactively monitor for bottlenecks and suggest process improvements Preferred Software Experience
• Salesforce (or similar CRM)
• GoFileRoom
• Engagement Manager
• Microsoft Excel (Advanced knowledge strongly preferred) Knowledge and Skills
• Excellent oral and written communication with team and clients
• Utilizes professional judgment and shows the capacity to think critically
• Demonstrates the ability to become acquainted with the basics of both association income tax law and the basics of how an association operates
• Organized
• Excellent attention to detail Work environment:
• Indoor personal workstation
• Hybrid schedule available
• Low noise level
• Sedentary Physical demands:
• Must be able to sit for long periods of time.
• Typing/10 key motion required. Required education and experience
• 1+ years in a professions, client-facing role
• High School Diploma, community college or bachelor's degree
• Typing
• 10-key

Pay:

$30.00

• $40.

00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance

Work Location:

In person Client Service Representative Carlsbad, CA 92011 $30

• $40 an hour
• Full-time $30
• $40 an hour
• Full-time Job Overview We are seeking an exceptionally organized, driven, and detail-oriented professional to join our Client Services team.

We are looking for someone who thrives in a fast-paced environment, takes initiative without being asked, and is always looking to improve the process and themselves. This role is ideal for someone who wants to be a key player in a high-accountability firm. Minimum Requirements

• Proven history of taking full accountability for your workload
• Ability to anticipate needs and act without waiting for direction
• Comfortable handling multiple priorities with competing deadlines
• Extremely organized and accurate. This role requires perfect attention to detail
• Must be proactive, not reactive
• Willingness to take the lead in communication with both internal teams and clients
• Excellent written and verbal communication. You should be able to write clearly and professionally without templates
• High standards for yourself and your team Responsibilities
• Act as a point of contact between clients and internal teams, ensuring smooth delivery of services and a high client experience
• Prepare, send, and follow up on critical documents such as: o Engagement Letters o Bank Confirmations o Legal Letters o Predecessor and Successor CPA Requests
• Review and send Draft and Final deliverables
• Log and maintain data across various internal systems with zero tolerance for gaps
• Generate reports and update stakeholders on documents and job progress
• Provide support to firm leadership as needed
• Professionally answer incoming phone calls
• Proactively monitor for bottlenecks and suggest process improvements Preferred Software Experience
• Salesforce (or similar CRM)
• GoFileRoom
• Engagement Manager
• Microsoft Excel (Advanced knowledge strongly preferred) Knowledge and Skills
• Excellent oral and written communication with team and clients
• Utilizes professional judgment and shows the capacity to think critically
• Demonstrates the ability to become acquainted with the basics of both association income tax law and the basics of how an association operates
• Organized
• Excellent attention to detail Work environment:
• Indoor personal workstation
• Hybrid schedule available
• Low noise level
• Sedentary Physical demands:
• Must be able to sit for long periods of time.
• Typing/10 key motion required. Required education and experience
• 1+ years in a professions, client-facing role
• High School Diploma, community college or bachelor's degree
• Typing
• 10-key

Pay:

$30.00

• $40.

00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance

Work Location:

In person