Client Services Specialist

Client Services Specialist

Summary:

Serve as clerical/administrative support for all client service areas of the firm. Responsible for the daily clerical/administrative support for engagement teams, partners and staff.

Essential Functions:
Cross train for all office clerical tasks including but not limited to the following:

• Process and assemble client deliverables including but not limited to financial statements, tax returns, cost reports and presentation highlights.
• Type, format and foot financial statements
• Prepare letters, client proposals, mailing labels, and shipping waybills
• Filing, scanning, shredding
• Greet clients, answer switchboard, and cover front reception desk as needed
• Log outgoing mail and client pick-ups
• Review staff expense reports
• Assist business development efforts with client alert emails and mailouts
• Assist HR Manager with the administration of human resources related processes
• Review and proof financial statements, proposals, reports, correspondence, etc.
• May assist with Accounting and Bookkeeping activities such as time reconciliations, client billings; etc.
• Facilitate meal provision for training and in-house meetings

• Execute special office projects as needed
• Other duties as assigned

Education/ Skills / Work Experience:

• • Proven clerical / administrative experience
  • Professional service firm experienced preferred
  • Minimum five years’ office/clerical support experience
  • Ability to maintain confidentiality related to all information including both internal and client data
  • Strong computer skills, including Microsoft Office, Adobe Acrobat
  • Knowledge of accounting, data and clerical practices and procedures
  • Excellent written and verbal communication skills
  • Must be a strong proofreader and well versed in editing professional documents.
  • Comfortable managing competing priorities, moving quickly, independent problem-solving, and going above and beyond
  • Strong organizational and attention to detail skills
  • Conservative conduct, communication and appearance
  • Team player
  • Adaptable and flexible