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Customer Support Associate
2 months ago
At Bennett Thrasher, we provide the expertise and opportunities of a large accounting firm while fostering a culture that feels like family. By joining our team, you will have immediate chances to engage in meaningful projects with clients across various sectors and collaborate with fellow associates from different practices. You will not only tackle challenging assignments with a diverse clientele but also have the opportunity to participate in firm activities that align with your personal interests, such as our Business Resource Groups and the BT Foundation.
We are dedicated to helping our clients overcome challenges, but we also prioritize work-life balance and offer benefits that reflect this philosophy. Our competitive benefits package includes generous vacation time, exceptional growth opportunities, and flexibility in our dress code and work model.
Bennett Thrasher is seeking a Client Service Specialist. This role involves performing a variety of administrative tasks to enhance the efficiency of the team and support client-facing responsibilities. We are looking for a proactive, highly organized, and team-oriented individual to ensure seamless operations within the team.
Key Responsibilities:
- Proficient in software applications such as Word, Excel, PowerPoint, Microsoft Outlook, Engagement, Document, Portal Server, CPAS, and telephone systems.
- Understanding of the firm's business and service offerings.
- Familiarity with office and firm services.
- Knowledge of technology that supports daily operations, including copy machines, fax machines, scanners, and supplies.
- Assist shareholders and managers with administrative tasks, including client onboarding, preparation of Power of Attorney forms, retrieving information from IRS accounts, maintaining Film Tax Credit records, and managing client documents.
- Support daily operations of the firm and service line, including ordering supplies, mailings, filing, errands, catering, event planning, and receptionist duties.
- Build and maintain positive relationships across the firm.
- Contribute to and support innovative ideas for internal processes.
- Receive and provide feedback to minimize errors and apply new concepts.
- Maintain open communication with management regarding project progress.
- Actively participate in training and development opportunities.
- Utilize computer applications and relevant technology effectively.
- Record time daily.
- Engage in firm events.
- Commit to ongoing professional development through reading and studying.
- Undergraduate degree required.
- Knowledge of Microsoft Office Suite and Outlook.
- Excellent written and verbal communication skills.
- Strong commitment to professional and client service excellence.
- Proven skills in time management, organization, and prioritization.
