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Client Service Intern

2 months ago

Lakewood, United States Holman Frenia Allison, P.C. Full time

Job Description

Job Description Description: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA) is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax, and business consulting services.

We are looking for an

Client Service Intern

to work in our Lakewood, NJ office.

As a Client Service Intern at HFA, you will play a vital role in supporting our client service and operational functions. This internship offers an excellent opportunity to gain hands-on experience in client engagement, administrative support, and operational backup within a dynamic and professional environment.

Responsibilities: Budget Report Management:

Generate budget reports at the conclusion of audits and accurately record findings in designated binders for reference and compliance purposes.

Engagement Letters and Communication:

Draft meticulously crafted engagement letters for clients, verifying accuracy, and ensuring proper spelling and grammar. Prepare non-technical correspondence to clients, maintaining high standards of spelling, grammar, and professionalism.

Client File Management:

Maintain physical client files while in the office, ensuring organization and accessibility. Coordinate the reception and return of client files, overseeing the pickup and delivery process of boxes to and from clients.

Portal Folder Creation:

Create and organize portal folders in alignment with client request listings, facilitating efficient data management and retrieval.

Operational Support:

Act as backup support for the operations department during absences and high-volume workload periods, ensuring seamless continuity of essential functions.

Requirements: To become a part of this dynamic organization, you must possess the following: Currently pursuing a degree in Business Administration, Marketing, or a related field. Strong attention to detail with a commitment to accuracy in tasks. Excellent written and verbal communication skills. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Ability to prioritize tasks and manage time effectively in a fast-paced environment. Eagerness to learn and contribute within a team-oriented setting. HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

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