Demo

Customer Service Representative / Receptionist

Burkhart Peterson
San Antonio, TX Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 6/6/2025

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 :

  • Associates degree : additional qualification as an Administrative Assistant or Secretary will be a plus.
  • Proven experience as a receptionist, front office representative, or similar role.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
  • Strong organizational and multitasking abilities.
  • Excellent verbal and written communication skills.
  • Professional appearance and attitude.
  • Customer service orientation and ability to handle difficult situations with grace.
  • Benefits :

  • Competitive salary
  • Health, vision and dental insurance
  • Retirement plan
  • Paid time off and holidays
  • Opportunities for professional development and growth
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