Nichols, Cauley & Associates, LLC is a full-service public accounting firm seeking a qualified Client Services Representative to join its expanding team.
The Client Services Representative is responsible for providing outstanding service to our clients by addressing inquiries, resolving issues, and ensuring a positive client & team member experience. This role requires excellent communication skills, a proactive approach to problem-solving, and a strong commitment to customer satisfaction.
Key Responsibilities:
• Client Interaction:
o Distribute daily correspondence such as phone calls, mail, emails & faxes.
o Prepare written communications for the management team.
o Provide detailed information about products and services.
o Maintain a professional and courteous demeanor in all client interactions.
• Issue Resolution:
o Identify and resolve client issues effectively and efficiently.
o Escalate complex issues to appropriate departments as necessary.
• Account Management:
o Assist clients with account setup, maintenance, and updates.
o Assisting with purchasing, maintaining records management systems, and performing basic accounting services.
• Documentation and Reporting:
o Maintain client and firm confidentiality.
o Maintain accurate records, including retrieving and filing records and reports, including the ability to use scanning equipment and maintain accuracy of files.
o Track projects and prepare reports to help keep projects on task.
o Provide insights and suggestions for improving client services.
• Team Collaboration:
o Assist with office administration tasks, including the assembly and distribution of client information, interfacing with team members and clients, and scheduling of firm and team activities.
o Work closely with other departments to resolve client issues.
o Participate in team meetings and training sessions.
o Contribute to the development and implementation of client service policies and procedures.
Qualifications:
• Associates degree in business or related field; Bachelor’s of business administration, management, marketing, communications, or related field preferred.
• Experience:
o Previous experience in customer service or client relations is preferred.
o Experience in Accounting is a plus.
• Skills:
o Excellent verbal and written communication skills.
o Strong problem-solving abilities.
o Proficiency in using customer service software and CRM systems.
o Ability to multitask and manage time effectively.
o High level of attention to detail and accuracy.
• Key Competencies:
o Customer-focused mindset with a commitment to providing excellent service.
o Strong interpersonal skills and the ability to build relationships with clients.
o Ability to work independently and as part of a team.
o Adaptability and willingness to learn new skills and processes.
Working Conditions:
• Nichols, Cauley offers a dynamic and supportive work environment.
• The position may require occasional overtime or weekend work.
• Nichols, Cauley provides opportunities for professional growth and development.
Equal Opportunity Employer:
Nichols, Cauley & Associates, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.