What are the responsibilities and job description for the Customer Service Representative / Receptionist position at Burkhart Peterson?
About the Company : Burkhart Petrson is a regional tax consulting firm headquartered in San Antonio, Texas. We are seeking a friendly, organized, and detail-oriented Customer Service Representative / Receptionist to join our firm. The ideal candidate will be the first point of contact for clients and visitors, providing excellent customer service and ensuring smooth day-to-day operations of the office.
About the Role : Key Responsibilities :
- Front Desk Management : Greet clients and visitors with a positive, welcoming attitude. Answer and direct phone calls, emails, and other correspondence.
- Scheduling : Manage appointments and coordinate meetings for the CPA team. Maintain and update the firm's calendar.
- Client Assistance : Assist clients with inquiries and provide information about services. Resolve client issues promptly and professionally.
- Document Handling : Receive, sort, and distribute incoming mail and packages. Prepare and send out client documents and correspondence.
- Office Support : Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
- Data Entry : Input and maintain accurate client information in the firm's database. Assist with basic bookkeeping tasks as needed.
- Administrative Tasks : Support the CPA team with various administrative duties, including filing, copying, and faxing documents.
- Client Records : Maintain and update client records and files in accordance with firm policies and procedures.
- Event Coordination : Assist in the organization of office events and client meetings, including preparation of materials and catering arrangements.
Qualifications :
Benefits :