Client Support Specialist
30 days ago
Parsippany
Job DescriptionWe’re looking for a professional, organized, and tech-savvy Client Support Specialist to serve as the first point of contact for our clients and to support day-to-day administrative operations. Join a CPA firm where you’re more than the front desk - you’re a key part of the client experience and our internal operations. You’ll work in a professional environment, develop in-demand skills (client service, tech tools, secure document handling), and have opportunities to grow as you take ownership of workflows that keep the firm running smoothly. What We’re Looking For: • Strong customer service mindset with a polished, professional communication style., • High attention to detail and a commitment to confidentiality., • Comfortable learning and supporting office technology and client portals., • Ability to prioritize, stay organized, and manage multiple requests in a fast-paced environment., • Greet clients professionally and warmly in person and over the phone., • Assist clients with downloading and accessing tax documents for review and signature., • Provide support to clients regarding document portals., • Answer general inquiries, screen and direct calls. New Client Onboarding & Engagement Management:, • Draft and send engagement letters to clients., • Onboard new clients with white glove service. Database Management:, • Maintain and update databases with accurate client information., • Ensure data integrity and confidentiality. Document Management:, • Download and save client-provided financial documents from various portals., • Scan, organize, and securely store client documents in the firm’s secure document management system.Marketing Support:, • Monitor and update marketing and newsletter databases, as needed., • Provide support for bi-weekly newsletter and social media.Office Supplies & Inventory Management Other Administrative Support: • Manage incoming and outgoing mail., • Assist the team with other duties as assigned, including processing tax returns and extensions, closing out client workflows, following up with clients for signatures and other authorizations.Other Job Details:, • Full-time and on-site in Parsippany, NJ., • Standard hours 9:00am-5:00pm., • Flexibility and willingness to work extended hours (evenings/weekends), January-April, September-October, as needed.Required Qualifications:, • High School graduate or equivalent., • At least 1 year of office experience, preferably in a financial services or legal firm., • Client service experience., • Strong proficiency in Microsoft Office Suite and Adobe editing., • Demonstrated proficiency learning new software programs., • Excellent verbal and written communication skills, organizational and analytical skills., • Professional demeanor and presentation., • Ability to thrive in a demanding environment.You will stand out if you have:, • Financial services experience providing administrative support., • Experience with A/R, A/P and marketing., • Associate or Bachelor’s Degree. Benefits for Full-Time Employees:, • Paid Health Insurance starts at 3 months., • Paid $50K Group Life Insurance Policy at 3 months., • Access to Dental and Vision Insurance at 3 months, • Eligible for matching 401(k) Retirement Plan at 4% at one-year anniversary., • 15 PTO days per year, accrued based on start date., • Employee Referral Bonus program., • Paid Professional Development as determined by your supervisor.