Client Relations Associate

Company: Boos & Associates, a Professional Corp.
Location: Fresno
Posted on: January 15, 2022

Job Description:

Client Relations Associate
Job Description:A Client Relations Associate role is responsible for providing exceptional client service, primarily via phone and email/web-based interaction. Is responsible for client scheduling of Service Order Requests, support requests and other matters. Maintains CRM in support of the CAS team. Will complete special projects as assigned.
We are currently seeking a Client Relations Associate for our Fresno, CA office. This position is full-time with benefits eligible.
Reports to/Accountability:CAAS Accounting Manager
Qualifications/Requirements:Education--- Associates Degree in Accounting or other relevant field required--- Bachelor's Degree in Accounting or other relevant field preferred--- College interns in their junior or senior year with a major in accounting will be consideredExperience--- Prior experience in a customer/client service role, preferably including both business-to-business support and individual consumers--- Prior accounting/bookkeeping experience strongly preferred--- Experience preparing and demonstrating technology solutions and/or web-based and live PowerPoint presentations helpful
License/Certifications:CPA preferred or must be on track to be eligible to sit for CPA exams upon earning a Bachelor's Degree in Accounting or other relevant field is required.
Software:Strong technology skills in using Microsoft Office Suite; specifically, Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferredExperience with Adobe Acrobat preferredA general and growing knowledge of firm products and services in the practice area
Responsibilities, Other Skills, Experience, & Attributes:--- Serves as a "Gatekeeper" for all other members of the CAS team by handling routine emails, telephone calls and other direct communications received from CAS clients--- Reviews and assists with scheduling of Service Order and support requests received from clients--- Supports/assists with routing of Service Order requests to sales team, to Client Support or to the 3rd party software solution vendor where appropriate--- Scheduling and confirmation of weekly, monthly and other virtual/phone/on-site meetings for the CAS team, with related telephone and electronic client communications--- May participate as part of the Marketing Committee and manage firm blog posting on social media sites, including assisting with the gathering of industry information and development of content--- Direct contact with 3rd party vendors for routine client account and support matters--- CRM database records maintenance and updates with periodic "deep clean-up"--- Director of Client Celebrations and Rewards--- Prospect networking at general business, association and other functions--- Liaison with sales and marketing team--- Assists in proposal development--- Assists with client communications and management to support the CAS Accountant and other department staff--- Special projects as assigned--- Experience working in a paperless environment strongly preferred--- Strong interpersonal and relationship building skills--- Experience preparing and demonstrating technology solutions and/or web-based and live PowerPoint presentations helpful--- Understand and maintain the confidentiality of all information
Key Success Factors:--- Ability to learn new skills quickly and adapt easily to unexpected situations as they arise--- Adapts easily to learning new software applications and demonstrates proficiency with core applications necessary for this position--- Co-operative team player with a positive "can-do" approach--- Extremely organized--- Client-centric approach to all matters
Key Performance Indicators:--- Demonstrated record of retention of application of technical skills--- Quality of work output--- Integration into the team--- Meeting assignment objectives (timeframes, budgets, outcomes)--- Client satisfaction
Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. We were recently named one of the Fastest Growing Accounting Firm and Business in the Fresno area by the Fresno Business Journal. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 20 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.
Boos & Associates, a Professional Corporation recognizes our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
We are an independent member of the BDO Alliance USA.
As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

Keywords: Boos & Associates, a Professional Corp., Fresno , Client Relations Associate, Other , Fresno, California