What are the responsibilities and job description for the Client Service Associate- Temporary position at Avior Wealth Management LLC- Avior Tax & Accounting LLC?
We have an opening for a temporary position and are specifically looking for a candidate with a proven track record and relevant experience in an admin position.
The Client Service Associate serves as the first point of contact (receptionist) for clients and other guests who call or visit the office. The person in this role also performs tasks in support of the firm's operations. This includes assuming special projects to assist tax managers and the tax operation department in serving clients and growing their practice.
Responsibilities include, but are not limited to;
- Greeting clients or guests and directing them appropriately
- Maintaining a clean and professional reception area
- Answering and routing incoming calls
- Addressing and/or routing client inquiries via phone or email
- Office supply ordering/maintaining office supply inventory
- Assisting with delivery and collection of tax documents via mail or electronically
- In charge of collecting payments and recording in appropriate software
Job Types: Full-time, Temporary
Pay: $40,000.00 - $43,000.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Ability to commute/relocate:
- Minnetonka, MN 55345: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 1 year (Preferred)
- Tax: 1 year (Preferred)
Work Location: In person
Salary : $40,000 - $43,000