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Client Service Specialist
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$61k-83k (estimate)
Full Time 1 Week Ago
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Somich & Associates CPAs is Hiring a Client Service Specialist Near Mentor, OH

Job Description

Job Description
Salary:

Somich & Associates is a rapidly growing public accounting firm located in Mentor, OH. We have a well-established reputation for providing quality accounting, audit, and tax services to clients in various industries. We are currently seeking a full-time or part-time administrative assistant to join our team. Responsibilities include assembling and scanning tax information, answering phones, greeting clients, data input and general administrative activities. Perfect candidate has great customer service skills and an ability to process information while focusing on details. We will provide training to help ensure success. Our firm is a well-established, fast-growing company that is focused on providing great service to our clients while creating a manageable, hard-working but fun team environment in the office. Training will be provided by experienced CPA’s. We are anxious to train you to be a long-term member of our company!

Prior experience with an accounting or professional firm is desirable, but not required.

Job Responsibilities

  • Answer phone, administer mail, filing
  • Greet clients when entering our office
  • Assembling of financial statements, income tax returns, and other reports for our clients
  • Schedule staff appointments with clients
  • Data entry and assist with bookkeeping functions
  • Manage client workflow software
  • Run and oversee payroll services for clients with the assist of manages.
  • Maintain office needs and functionality

Job Qualifications

  • Proficiency in the use of computers and computer accounting software programs
  • Good oral and written communication skills
  • Good time management and organizational skills.
  • A people person with a positive attitude

Job Summary

JOB TYPE

Full Time

SALARY

$61k-83k (estimate)

POST DATE

05/07/2024

EXPIRATION DATE

05/20/2024

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The following is the career advancement route for Client Service Specialist positions, which can be used as a reference in future career path planning. As a Client Service Specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Specialist. You can explore the career advancement for a Client Service Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Specialist job description and responsibilities

Build and nurture strong personal relationships with clients.

03/06/2022: Boise, ID

Client services representatives manage client relationships and provide customer support.

02/22/2022: Pittsfield, MA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Specialist jobs

These positions require familiarity with customer services tools and programs.

01/27/2022: Bradenton, FL

Communicate clearly with customers.

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Step 3: View the best colleges and universities for Client Service Specialist.

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