Client Relations Associate

• Rutland, VT Position is to be performed in or Rutland, VT office. Monday
• Friday 8-5 (40 hours per week April 16th through January; 45-50 hours per week February
• April 15th) Consistent schedule and reliable transportation is required.

Summary:

The Client Relations Associate is a client-facing position that plays an important role in maintaining strong relationships with our clients and staff. The Client Relations Associate is a dynamic individual who possesses exceptional communication and time management skills in a client-centric environment. This position is a key member of our Operations Team whose objectives are to ensure client satisfaction, facilitating effective communication and supporting business development efforts. This position requires that staff uphold confidential and privacy standards in all matters.

Key Responsibilities:

Client Communication Staff front desk, greeting clients and answering the main line. Maintain reception area, conference rooms and shared office equipment so the firm presents a polished and organized appearance. Serve as a point of contact for facilities issues. Assist clients by addressing inquiries, concerns, and updates on their projects. Routing calls, emails and correspondence to the appropriate Associate as well as ensuring that follow up was made in response to the correspondence. Drafting deadline notifications to be sent to clients. Communicating deadlines for receiving information and providing deliverable with clients Assist clients with their portal accounts to include sending and receiving information. Proactively address client concerns and escalate issues as necessary. Service Delivery Assembling deliverables such as tax returns and financial statements for clients. Setting up client portals as well as providing education to clients during the onboarding process. Assist in creating and sending out engagement letters and tax organizers. Responsible for setting up projects and updating critical workflow information.

Documentation and Reporting:

Develop an understanding of IRS, State and audit filing deadlines and track in project management system. Update software with client contact information and other pertinent service-related data Creating and improving systems/procedures that create efficiencies and improve quality of service Business Development Take prospect calls

• ask screening questions, provide fee ranges and education on our process.

Schedule qualified prospect meetings with the appropriate staff members Follow up with prospects to collect information for onboarding.

Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Experience with MS Teams and Office applications To perform the job successfully, an individual must be detail oriented, disciplined, and highly organized. Demonstrated experience learning new software and procedures quickly. Possess strong communication skills and professional image that reflect positively on the Firm as a whole. Ability to manage own work with minimal supervision and resolve complex questions and problems with members of the operations team. Experience working in a professional services setting is preferred. This job description may not list all the duties of the job. You may be asked to perform other instructions and duties. Davis & Hodgdon CPAs is an equal opportunity employer and highly values diversity. Davis & Hodgdon CPAs does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Pay:

$21.00

• $25.

00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Paid training Vision insurance Volunteer time off

Work Location:

In person