Client Experience Associate

Title: CX Associate

STATUS: Full time, hourly (non-exempt)

JOB POSTING: We are hiring a Client Experience Associate (office manager, administrative assistant, office biller) in our Client Experience Division to join our team at our Boise office. We were voted one of Idaho’s Best Places to Work three years in a row - this means that we care about culture, work-life fulfillment, and we have some fun along the way!

WHAT WE OFFER:

• Competitive salaries & benefits
• Opportunities for career growth & development
• Access to the top – work directly with Senior Leaders
• Flexible work arrangement options to help you balance work, life, and family

OUR CORE VALUES: Principled, Authentic, Intentional, Determined

OUR MISSION: To glorify God by using our knowledge, skills, and talents to develop our employees to be leaders assisting the business community in growing healthy, strong organizations.

SUMMARY: Serve as the primary interface for client communications, managing workflow and deadlines, processing mail and deposits, answering phones and emails, preparing documents and files, and assisting the Firm with client meetings, scheduling, and meals.

SUPERVISION: Works under the direct supervision of the Client Experience (CX) Manager.

POSITION DETAILS | ASSOCIATES

Communication with Clients

• Act as the primary office reception to greet visitors with professionalism and enthusiasm, answer the phones timely and kindly, provide cross-office coverage for phone support
• Provide well written responses and friendly verbal communication internally
• Prepares and/or generates routine correspondence, letters, memoranda, forms, reports, labels for files, and other documents

Manages Client Care Projects

• Assist with the completion and follow through of client care requests
• Complete tasks within the CX Work Queue, including assigning projects, processing, and sending tax returns, and e-filing
• Gather and record new client information, set up new clients in systems, manage workflow assigned via client service level agreements, accept and process client payments
• Maintain client files, scan documents to electronic filing systems, organize confidential client information, set up new clients in PCS
• Assist with client or Firm administrative projects, as needed, or directed

Office Administrative Duties

• Monitor and order office supplies, manage the front office of the assigned work location, ensure the office is neat, organized, stocked and decorated appropriately
• Assist with facility requests and coordinating office maintenance
• Order and/or prepare staff lunches, manage kitchen snacks, food, beverages and kitchen supplies

Actively engages in the work of the Firm

• Participates in Nichols events, training, staff meetings and town hall sessions, active presence on Teams with cameras on
• Engages in cross training, willing to assist with functional areas of the Firm such as marketing, social media, human resources, billing, etc. as requested

Knowledge of Microsoft operating systems and applications (Excel, Word, Outlook)

• Ability to learn new systems quickly
• Willingness to learn and become a “resident expert” on Nichols’ systems, such as PCS, Go File Room, etc.

Demonstrates understanding and clarity of Nichols structure, values, mission, and focus

Other duties as assigned

EDUCATION AND EXPERIENCE:

Associate: A minimum of two years of experience in a customer service or administrative assistant role

SALARY: $15-$25 per hour, non-exempt

PHYSICAL REQUIREMENTS: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions, including extended hours of sitting and the ability to lift and maneuver client files or folders, up to 20 pounds.

Nichols provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, or any other characteristic protected by federal, state, or local laws.

Candidate must be able to provide proof of auto insurance and be available for in office work M-F; 8:00 - 5:00 pm.