What are the responsibilities and job description for the Client Support Representative position at Calibre CPA Group?
ABOUT US:
Calibre CPA Group, one of the leading public accounting firms in the DC Metro area with additional offices in New York City, Chicago, and Los Angeles. We are committed to delivering exceptional service to our clients and fostering a collaborative, dynamic work environment. As we continue to grow, we are looking for a dedicated Client Support Representative to join our team.
Salary Range - $50,000 $65,000 (based on experience)
JOB SUMMARY:
The Client Support Representative will serve as the primary point of contact for clients, ensuring exceptional client service and smooth administrative operations. This role involves coordinating client interactions, managing documentation, and supporting the engagement process.
KEY RESPONSIBILITIES:
Client Interaction:
- Act as the first point of contact for clients, delivering professional and responsive service.
- Coordinate and schedule client meetings and engagements.
- Provide training and support for client portal use.
Engagement Management:
- Assist with the preparation, tracking, and management of engagement letters.
- Draft, send and track audit confirmations for multiple clients simultaneously.
- Set up and track the status of audit request lists.
- Scan, organize and maintain client data.
- Manage client correspondence in a timely and professional manner.
- Assist with preparing PowerPoint presentations of audit results.
Client Integration and Transition Management:
- Set up new clients across required firm systems.
- Support new client onboarding to ensure a smooth transition.
- Offboard clients and close out files upon engagement completion.
Additional Responsibilities:
- Ensure all client interactions and documentation comply with firm policies and regulatory requirements.
- Continuously improve client service processes and contribute to team initiatives.
- Assist with internal projects and firm initiatives as needed
JOB REQUIREMENTS:
- Minimum of 2 years of experience in client support or administrative roles, preferably within a CPA firm, financial services firm, or law firm.
- Associate degree or equivalent experience in client service or administrative support within a professional services firm.
- Proficiency in Microsoft Office Suite.
- Excellent organizational skills and attention to detail.
- Strong communication and interpersonal skills, with a professional and client-focused approach.
- Ability to work independently while managing multiple projects and meeting deadlines.
- Flexibility to adapt to shifting priorities and support engagement teams during peak periods.
- Strong problem-solving skills and a proactive mindset toward client service.
- Enthusiasm for contributing to firm initiatives and continuous improvement.
- Experience with client portals, document management systems, or audit workflow tools preferred.
EEO:
Calibre is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law.
Salary : $50,000 - $65,000