Client Relations - Entry Level

·        Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

·        Inform clients about company product and services

·        Onboard new client accounts, which includes the collection of required documentation and client information

·        Assist in meeting/ conference calls with new and existing clients with Partners and Supervisors and provide a report (after the meeting /conference call) to the Partners.

·        Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

·        Regularly seek opportunities to use firm resources for peer sharing and collaborating with Accountants

·        Proactively participate in firm initiatives directed by local management

·        Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness

·        Perform administrative duties that support Accountants in daily business practices, including but not limited to, telephone coverage, coordination of client meetings, etc

·        Prepare, coordinate and participate in presentations (outside our Firm) to sell our service

·        Prepare, coordinate and participate Charity, and Networking Events

·        Prepare, coordinate and participate in Social Events for the Firm and employees.

·        Answer emails according to the Firm policy

 

·        High School Diploma

·        demonstrated progress towards obtaining Associate or BA degree in Business/Marketing/ Other Related Field is a plus.

·        Strong interpersonal skills and an ability to build rapport with clients.

·        Previous sales experience is a plus.

·        Hardworking with a strong work ethic.

·        Strong organizational and planning skills in a fast-paced environment

·        Familiarity with email scheduling tools.

·        Excellent time management skills and ability to multi-task and prioritize work.

·        Attention to detail and problem-solving skills.

·        Excellent written and verbal communication skills

Must be fully bilingual in English and Spanish – Portuguese is a plus