Client Services Specialist

We are seeking an exceptionally organized, driven, and detail-oriented professional to join our Client Services team. We are looking for someone who thrives in a fast-paced environment, takes initiative without being asked, and is always looking to improve the process and themselves. This role is ideal for someone who wants to be a key player in a high-accountability firm.

Minimum Requirements 

Proven history of taking full accountability for your workload 

Ability to anticipate needs and act without waiting for direction 

Comfortable handling multiple priorities with competing deadlines 

Extremely organized and accurate. This role requires perfect attention to detail 

Must be proactive, not reactive 

Willingness to take the lead in communication with both internal teams and clients 

Excellent written and verbal communication. You should be able to write clearly and professionally without templates 

High standards for yourself and your team 

Responsibilities 

Act as a point of contact between clients and internal teams, ensuring smooth delivery of services and a high client experience 

Prepare, send, and follow up on critical documents such as: 

Engagement Letters 

Bank Confirmations 

Legal Letters 

Predecessor and Successor CPA Requests 

Review and send Draft and Final deliverables 

Log and maintain data across various internal systems with zero tolerance for gaps 

Generate reports and update stakeholders on documents and job progress 

Provide support to firm leadership as needed 

Professionally answer incoming phone calls 

Proactively monitor for bottlenecks and suggest process improvements 

Preferred Software Experience 

Salesforce (or similar CRM) 

GoFileRoom 

Engagement Manager 

Microsoft Excel (Advanced knowledge strongly preferred) 

Knowledge and Skills 

Excellent oral and written communication with team and clients 

Utilizes professional judgment and shows the capacity to think critically 

Demonstrates the ability to become acquainted with the basics of both association income tax law and the basics of how an association operates 

Organized 

Excellent attention to detail 

Required education and experience 

2+ years in a professions, client-facing role 

High School Diploma, community college or bachelor’s degree 

Typing  

10-key