Client Relations Specialist

3 weeks ago

Marquand, Missouri, United States Delta Wealth Advisors Full time

Delta Wealth Advisors is a comprehensive financial services firm committed to demystifying the complexities for our clients. We focus on instilling confidence in both aspiring and established entrepreneurs by fostering the growth of their enterprises through a proactive collaboration with our seasoned tax and financial planning professionals.

If you seek to be part of a highly cooperative, growth-oriented organization that provides a hybrid work setting, unlimited paid time off, a competitive salary package, exposure to diverse business sectors, and a supportive team culture, Delta Wealth Advisors is an excellent match for you.

Here’s a closer look at the position we are filling:

As the Client Relations Specialist for Tax, we rely on you to deliver outstanding client service, streamline operations, and handle the administrative duties that bolster the Tax Department, while collaborating closely with Tax Advisors to enhance the overall client experience.

You will thrive in this role if you possess the ability to manage:

  • Client Engagement: Cultivate and sustain robust relationships with clients, comprehending their needs and ensuring a superior client experience. This encompasses managing incoming and outgoing client communications through various channels and addressing client issues and inquiries promptly and professionally.
  • Administrative Support Duties: Offer administrative assistance to the Tax Department. This includes onboarding new clients by establishing accounts and clarifying firm procedures, scheduling client meetings, preparing and organizing client documentation, aiding in the preparation and submission of tax documents, generating reports, and performing other administrative tasks as required.
  • Data and Project Oversight: Guarantee precise and timely entry of client information into our CRM/project management system. This involves maintaining accurate client records and files in accordance with firm policies and regulatory standards, as well as coordinating with the Tax Department to ensure all client deliverables are completed and dispatched punctually.
  • Team Collaboration: Act as a proactive member of the broader administrative team to support overall office operations and enhance client experience. This includes contributing ideas and insights during team discussions, identifying and resolving process and efficiency challenges, assisting in planning and executing office events, and providing backup support for other administrative team members.

On your first day, you should already have:

  • A high school diploma or GED (required).
  • A minimum of 2 years of experience in a client service capacity with a proven track record of exceptional client service skills, emphasizing the understanding of client needs and maintaining strong client relationships.
  • Strong proficiency in Microsoft Office Suite and familiarity with CRM/project management software (Canopy preferred).
  • A high comfort level in a technology-driven environment and adaptability to learn new technology/software/accounting systems.
  • Exceptional client service and interpersonal skills.
  • Effective communication and organizational abilities, with the capacity to manage multiple tasks, prioritize efficiently, and meet deadlines.
  • The capability to handle multiple projects/priorities and remain composed under pressure without compromising speed or accuracy in a deadline-oriented environment.

We equip our team for success, but you will be ahead of the curve if you also possess:

  • Experience in a CPA or Wealth Management firm.
  • An associate degree in accounting, finance, business administration, or a related field.

Some of the numerous benefits of working here include:

  • A base salary starting at $50,000 (aligned with your knowledge and experience).
  • Unlimited Paid Time Off (suggested minimum of 15 days per year).
  • 11 Paid Holidays, including full-week office closures for Independence Day and Christmas.
  • A hybrid workplace model to promote work-life balance.
  • A generous Parental Leave policy.
  • Employer-paid Medical, Dental, and Vision coverage (with the option to add dependents).
  • 401(k) eligibility from Day 1 (with a 3% employer contribution).
  • Employer contribution to your HSA (if applicable).
  • Company-provided Basic Life Insurance (benefit provides 100% of your annual salary up to a maximum of $100,000 and includes Accidental Death & Dismemberment coverage).
  • Complimentary financial planning advice and tax preparation services.
  • A professional development stipend (for accreditations, designations, industry-related conferences, and CPE opportunities).

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