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Summary
Farmer CPA, a dynamic and growing accounting firm, seeks a dedicated Client Relations Associate to join
our team. The ideal candidate is a proactive and efficient professional, adept at managing client
interactions with the utmost attention to detail and confidentiality, as well as incorporating new and
effective ways to achieve better results.
Duties and Responsibilities
- Acts as the first point of contact for client inquiries via phone, email, or in-person, including
greeting and directing visitors in the office.
- Schedules and coordinates client appointments and meetings
- Manages client data and correspondences in our CRM system, internal software, and client
portals ensuring accuracy and confidentiality.
- Assists in preparing client reports, presentations, and other communication materials.
- Collaborates with accounting staff to ensure client needs are met promptly.
- Handles and resolves client concerns, escalating complex issues to senior staff as needed.
- Contributes to continuous improvement initiatives to enhance client experiences.
-Prepares customer invoices, receives and processes payments.
- Opens and routes incoming mail; prepares outgoing mail; maintains postal equipment and
accounts.
- Copies and/or duplicates materials as requested; may prepare and transmit facsimiles.
- Orders, stocks, and distributes office supplies.
- Assists in the preparation and management of office meetings and events.
- Performs miscellaneous job-related duties as assigned.
Qualifications
- Desired: Bachelor’s degree in Business Administration, Communications, or related field.
- Required: Proven experience in a client-facing role, preferably in a CPA or financial services
firm.
- Required: Strong organizational and time-management abilities.
- Required: Excellent written and verbal communication skills as well as an ability to
communicate with a variety of personalities and knowledge levels.
- Required: Ability to work independently and as part of a team.
- Required: High proficiency in MS Office.
Working Conditions
- Office based-role with standard working hours.
- Occasional travel may be required.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
Experience level:
Shift:
Weekly day range:
Work setting:
Ability to Commute:
Ability to Relocate:
Work Location: Hybrid remote in Monroe, WI 53566
Full Time
$58k-72k (estimate)
06/07/2024
06/27/2024
The job skills required for Client Relations Associate include Attention to Detail, Initiative, Verbal Communication, Time Management, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relations Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relations Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relations Associate positions, which can be used as a reference in future career path planning. As a Client Relations Associate, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relations Associate. You can explore the career advancement for a Client Relations Associate below and select your interested title to get hiring information.