What are the responsibilities and job description for the Client Experience Associate position at BPM LLP?
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Assurance Manager, you will be responsible for reviewing, analyzing, and building strategies to help develop and maintain relationships with clients throughout the audit and accounting process.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
What you get:
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
- Caring people who put others first
- Self-starters who embody the BPM entrepreneurial spirit
- Authentic individuals with a diverse point of view
- Lifelong learners with a drive to excel
- Resilient people who rise to the occasion
Summary: The primary goal of the Client Support Team is to provide a wide range of technical, administrative and relationship support services to our clients, both internal and external. To be the first point of contact for service needs for our clients is our top priority. This position requires strong relationship management skills and the ability to keep information confidential. This position requires attention to detail and will assist with special projects as needed.
Responsibilities:
- Explain our systems and give a brief overview to the client.
- Serve as first point of contact for client support requests.
- Interact with clients and build relationships with them while ensuring their needs are met.
- Support communication between client and BPM service teams.
- Handle sensitive situations with diplomacy and understand when to escalate issues to the Client Services Manager.
- Provide support to BPM Partners and Directors.
- Be responsible for contacting clients for outstanding documents.
- Provide clear and professional instruction both written and verbal.
Requirements/Qualifications:
- Minimum one year of related experience required; preferably in with an accounting firm.
- Knowledge of computer programs or comfortable learning: SafeSend, CCH Axcess, Excel, Outlook, Adobe, Word, DocuSign.
- Ability to handle sensitive situations and confidential information with discretion.
- Ability to manage multiple projects concurrently.
- Ability to develop relationships, build rapport, and effectively interface with all levels within the firm.
Excellent interpersonal and organizational skills and attention to detail.
- Experience with data management a plus.
- Familiarity with public accounting is a plus. (This position does not provide tax advise however knowledge of basic tax forms and requirements is helpful.)
Other Skills and Knowledge:
- Superior verbal and written communication skills.
- Excellent problem-solving skills with the ability to establish facts and draw conclusions.
- Proven time management and follow-up skills, with a comfort level initiating and responding to phone calls and emails.
- Adept at working in a fast-paced, deadline-driven environment.
- Strong analytical and critical thinking skills.
Physical Demands And Work Environment:
- General office assignments-(typing), which lends itself to repetitive motion.
- Sitting in a stationary position for several hours within the day.
The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.
