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Client Services Liaison
Posted date [Aug-25-2016]
(ID: 4393)
CPA FIRM IN BROOKLYN, NY

is looking for a Client Services Liaison






YOUR MISSION:

As our Client Services Liaison, you will make sure that client projects are completed from start to finish by facilitating communication and information transmission with our clients and accounting team.






SPECIFIC RESPONSIBILITIES AND DUTIES:





Client Communication & Follow-ups - Emailing and calling clients to make sure that they provide their information on a timely basis.


Capturing and then documenting important communication conveyed by our clients so that our team members enter it properly.


Creating, assigning and delegating Client Projects to proper team members.


Working with our team members and then with our clients to resolve Bookkeeping and other client-related issues


Assisting our team in resolving governmental and tax matters.


Setting up client meetings/appointments.


Updating Client Processes and procedures.





REQUIRED COMPETENCIES:





Strong Communication/Customer Service Skills


Solid Writing Skills.


Proficiency in Microsoft Office.


Comfortable with technology - we use lots of cutting edge software.


Ability to work with and manage multiple projects


Quick Learner with the ability to quickly comprehend.


Detail oriented and well organized.


QuickBooks/Bookkeeping Experience a plus but not required as we are willing to train you in these skill sets.








PLANNED SALARY AND OTHER COMPENSATIONS:





· Depending on your experience and performance record, we offer an annual salary of $40K to $50K, with additional performance-based bonuses after probation period.


· We provide paid vacation/holidays off.


· We provide Transit Check/Commuter Benefits.


· Additionally we offer co-pay on health insurance.





For Consideration EMAIL RESUME to ypolon@gmail.com

Candidates will not contact you directly. Any relevant candidates will be forwarded by our staff.
Job Title Client Services Liaison
Post Details
Title/Function
Start Date
Location Brooklyn, NY
Deadline
Category
Job Type Job Type -> Full-time
Experience Level
Classification Job Classification -> Other
Industry
Salary
Required Qualifications
Desired Qualifications