Client Services Representative

4 weeks ago

Columbia, United States Williams-Keepers LLC Full time
Job DescriptionJob DescriptionSalary:

The Client Services Representative (CSR) is responsible to provide direct client service support, including frequent contact with clients, for the firm’s partners and associates and also handle other basic clerical functions.  This role requires excellent problem-solving skills, attention to detail, policies, and procedures, and a commitment to working collaboratively in a team environment.

 

Essential Responsibilities:

 

  • Represent WK in direct written and verbal communication with the firm’s clients regarding ongoing projects and other issues.
  • Collaborate with partners and associates to ensure efficient workflow and timely completion of client projects.
  • Work with partners and associates to resolve issues identified in client correspondence.
  • Monitor and maintain partner schedules.
  • Assist with department meetings and preparation of meeting minutes.
  • Manage partner correspondence and mail.
  • Assist in preparation of proposals and reports.
  • Prepare client invoices.
  • Assemble client projects and coordinate delivery or pick-up.
  • Monitor status of tax returns, extensions, and other client projects.
  • Assist with the tax filing extension process.
  • Scan tax packets and other documents.
  • Assist clients with quarterly estimated tax payments and vouchers.
  • Generate various reports.
  • Assist with special projects, as assigned.
  • Perform general office duties (scanning, photocopying, etc.).


Qualifications and Skills:


  • A minimum of a high school diploma is required.
  • Two to three years of experience in a professional office environment
  • Highly adept with computer software programs including Adobe and Microsoft Office (Word, Excel, Outlook, and Teams). High level knowledge of Excel is required.
  • Excellent troubleshooting and problem-solving skills.
  • Ability to follow detailed checklists, policies, and procedures.
  • Strong communication skills, both verbal and written.
  • Ability to work effectively in a team environment.
  • Strong organizational and time management skills.
  • Ability to handle multiple tasks and prioritize effectively.


Performance Expectations


  • Adhere to all firm policies and procedures, as outlined in the Associate Handbook.
  • Be pleasant, courteous, and helpful with staff and clients.
  • Be efficient and organized when carrying out tasks.
  • Maintain a neat and organized work environment for maximum efficiency and productivity.
  • Maintain strict confidentiality of all client and business transactions.
  • Effectively manage numerous tasks and projects.
  • Demonstrate excellent written and verbal communication skills.
  • Demonstrate a professional attitude and support a teamwork-oriented environment.
  • Develop positive working relationships with clients and co-workers.
  • Must have exceptional attendance.

 

Physical Requirements:

 

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 25 – 50 pounds at times.
  • Extended hours are required at certain times throughout the year, depending on client needs.

 

Keep in mind that the specific responsibilities and requirements of the Client Services Representative may vary depending on the Firm's specific needs.

 

WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

 

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

  • Accounting Representative

    2 weeks ago

    Columbia, United States Client Services Full time

    Job DescriptionJob DescriptionOur small. local office is seeking an accounting representative to join our established accounting team. A preferred applicant would describe themselves as efficient, organized, responsible and able to work well in a fast-paced environment. This position is fully in office, no remote or hybrid work is available with this role....

  • Client Services Representative

    3 weeks ago

    Columbia, United States Williams-Keepers Full time

    The Client Services Representative (CSR) is responsible to provide direct client service support, including frequent contact with clients, for the firm's partners and associates and also handle other basic clerical functions. This role requires excellent problem-solving skills, attention to detail, policies, and procedures, and a commitment to working...

  • Client Service Representative

    3 weeks ago

    Columbia City, United States ECI Management Full time

    Job DescriptionJob DescriptionEthereal Consulting delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Service Representative role to help us...

  • Client Services Representative

    3 months ago

    West Columbia, United States BlueCross BlueShield of South Carolina Full time

    Responsible for responding to routine Medicare Advantage inquiries. Identifies incorrectly processed Medicare claims and completes adjustments and related reprocessing actions. Reviews and adjudicates Medicare claims and/or non-medical appeals. Deter Client Service, Representative, Processing, Claims, Customer Service, Retail, Healthcare

  • Client Support Representative

    2 months ago

    Columbia, United States Aurora Ripple Enterprises Full time

    Aurora Ripple Enterprises is a growing, privately owned sales and marketing company in the area that serves over 5,000 customers regionally. We are currently seeking a collaborative and solution-oriented individual to join our client marketing and sales support team! Our Client Support Representative role is a full-time position. If you are a team player and...

  • Client Support Representative

    4 weeks ago

    Columbia, United States VP Executives Full time

    Are you looking for a long term stable career? Are you looking for opportunities for advancement? Want to work in an industry-leading company where hard work pays off? VP Executives is a company established on the concept of community, innovation, and exceeding our customer's expectations. We want our Client Support Representatives to come to work and love...

  • Client Access Representative

    2 months ago

    Columbia, United States Burrell Behavioral Health Full time

    Job Description: Job Title: Client Access Representative Location: Behavioral Crisis Center in Columbia, MO Department: Customer Service Employment Type: Full-time Shift: Monday - Friday, 8:00 AM - 5:00 PM Job Summary:Are you a highly skilled customer service representative looking to make a positive impact in your community? Do you want to work in a...

  • Senior Client Services Representative

    2 months ago

    West Columbia, United States Pyramid Consulting Full time

    Immediate need for a talented Administrative Assistant. This is a 06+ months Contract opportunity with long-term potential and is located in 2110 N UNION STREET Middletown PA(Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID: 23-30470 Pay Range: $17.60/hour. Employee benefits include, but are not limited to,...

  • Temporary - Client Services Representative

    3 weeks ago

    Columbia, United States TransForce Full time

    Posting Summary Logo Posting Number TMP01387PO24 Job Code Title Administrative Specialist II Advertised Title Temporary - Client Services Representative Campus Columbia College/Division Enrollment Management Department EM Office of the Registrar Salary $18/hr Location of Vacancy Columbia, SC Part/Full Time Full Time Hours per Week 37.5 Work Schedule Standard...

  • Client Access Representatives

    1 week ago

    Columbia, United States Burrell Behavioral Health Full time

    Job Description: Job Title: Client Access Representative (Float) Location: Floating between different locations in Columbia, MO Department: Customer Service Employment Type: Full-time Shift: Monday - Friday, 8:00 AM - 5:00 PM Job Summary:Are you a highly skilled customer service representative looking to make a positive impact in your community? Do you...

  • Client Access Representatives

    1 week ago

    Columbia, United States Burrell Behavioral Health Full time

    Job Description: Job Title: Client Access Representative (Float) Location: Floating between different locations in Columbia, MO Department: Customer Service Employment Type: Full-time Shift: Monday - Friday, 8:00 AM - 5:00 PM Job Summary: Are you a highly skilled customer service representative looking to make a positive impact in your community? Do you want...

  • Service Representative

    2 months ago

    Columbia, United States S3 Shared Services Full time

    Job DescriptionJob Description This is a remote position.We are excited to share that S3 was named a Top Workplace of 2022 through the Baltimore Sun and 2023 Top Workplace in the USA as well as for leadership. Our commitment to teamwork and a positive attitude enables us to deliver service that generates quality results for our partners. If you join our...

  • Client Support Representative

    2 weeks ago

    Columbia, United States Aurora Ripple Enterprises Full time

    We are looking for an entry-level Client Support Representative to join our robust, dynamic sales agency that believes success is achieved through open-door policies, networking and brainstorming sessions, and a stimulating environment that encourages growth and promotes leadership development instead of quotas. We have an immediate opening for a...

  • Client Support Representative

    3 days ago

    Columbia, United States Paytient Full time

    About Paytient: We're on a mission to help people better access and afford care. Every day, millions of people, and their loved ones, need to see a doctor. For most of us, that moment is an uncertain one - we're unsure of what's wrong, who to go to, how long it'll take to be seen, when we'll feel better, and what it'll cost. Paytient partners with thoughtful...

  • Client Support Representative

    3 weeks ago

    Columbia, United States Paytient Full time

    About Paytient: We're on a mission to help people better access and afford care. Every day, millions of people, and their loved ones, need to see a doctor. For most of us, that moment is an uncertain one - we're unsure of what's wrong, who to go to, how long it'll take to be seen, when we'll feel better, and what it'll cost. Paytient partners with...

  • Client Support Representative

    3 weeks ago

    Columbia, United States Paytient Full time

    About Paytient: We're on a mission to help people better access and afford care. Every day, millions of people, and their loved ones, need to see a doctor. For most of us, that moment is an uncertain one - we're unsure of what's wrong, who to go to, how long it'll take to be seen, when we'll feel better, and what it'll cost. Paytient partners with...

  • Customer Service Representative

    1 week ago

    Columbia, United States VP Executives Full time

    Job DescriptionJob DescriptionThe customer comes first within the hospitality industry and that is no exception at VP Executives. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service Representative, you...

  • Customer Service Representative

    2 weeks ago

    Columbia, United States VP Executives Full time

    Job DescriptionJob DescriptionThe customer comes first within the hospitality industry and that is no exception at VP Executives. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service Representative, you...

  • Client Representative

    3 weeks ago

    Columbia, United States NEW LOCAL MARKETING FIRM!! Full time

    We have recently expanded to new markets and new campaigns due to over exceeding expectations this past year! During this massive period of growth, our client is asking us to train and develop our entry-level Client Representative team into future leaders and human resource directors. What is even better than advancement and growth?? Having FUN while we do...

  • Service Representative

    1 week ago

    Columbia, United States Orange Elephant Roofing Full time

    Job DescriptionJob DescriptionSalary: 46,800WE WANT YOU! Orange Elephant is seeking self-motivated people looking to break through in the sales industry! We are looking for potential Sales Representatives who show positive energy and amazing customer service. You - as a rock star roofing sales representative will be the primary resource for our customers...