Position Overview:
Our Atlanta tax and accounting firm is looking for a compassionate and productive Client Service Representative—also known as an “Intake Specialist”—who will focus on providing people who contact us with the ultimate customer service experience. This position will handle critical tasks to ensure all callers and visitors feel welcomed and that we care about helping them.
This position balances the art and science of outstanding customer care. It requires the right combination of empathy, communication skills, attention to detail, and technical know-how. You’ll play an integral role in creating memorable client experiences.
This vital position involves critical duties related to customer service and direct accountant support. The firm is growing quickly, and the owner needs front-line support to “keep the trains running on time” and keep our clients happy.
Key Responsibilities:
- Answering the phone.
- Greeting visitors, prospects, clients, and referral sources.
- Scheduling initial consultations and client appointments.
- Ensuring the Firm Calendar, Owner Calendar, and Sales Calendars are up-to-date and organized, reflecting important meetings, deadlines and reminders.
- Following up with potential clients before and after their initial consultation.
- Smoothing out the engagement process by sending the contracts and ensuring new clients feel welcomed.
- Make regular contact with current clients and former clients to ensure we keep our relationship alive and find ways to continue to be of service.
- Managing the incoming mail.
- Sending letters, notecards, emails, thank you cards.
- Organizing case files and business files.
- Making copies/scanning documents.
This is a key position in the firm. It is a full-time job, requiring 40 hours each week.
Qualifications:
- Customer service experience and experience working in a clerical/secretarial role are required. Tax and accounting experience is a plus.
- You must be comfortable with a computer and demonstrate proficiency with standard office applications (Word, Outlook Email and Calendar, Google, Facebook, etc).
- You must have excellent spelling and grammar.
- We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost our clients (and us) dearly.
- You MUST be a positive person.
We work with people experiencing a combination of stress, anxiety, confusion, and sometimes anger. We are looking for someone who can dig in to find out how to help people (even when they seem unlovable). If this sounds like you, we look forward to meeting you.
We are growing fast and investing time and energy in building our A-Team. We will train on the types of tax matters we handle, how we track our leads, and how to use our calendaring system. However, this is NOT the right opportunity for someone looking for their first professional job or for an introduction to customer service.
Initial compensation is based on projected productivity and performance. Bonus compensation will be available on a performance basis. The position is full-time and offers paid benefits.
King of Kings Business & Tax Advisory, LLC. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Interested candidates are encouraged to submit their resume and cover letter for consideration. Please follow the instructions below. Applications that do not follow the instructions will not be considered.
