Client Support Representative

at  Calibre CPA Group

ABOUT US:

Calibre CPA Group, one of the leading public accounting firms in the DC Metro area with additional offices in New York City, Chicago, and Los Angeles. We are committed to delivering exceptional service to our clients and fostering a collaborative, dynamic work environment. As we continue to grow, we are looking for a dedicated Client Support Representative to join our team.

JOB SUMMARY:

The Client Support Representative will serve as the primary point of contact for clients, ensuring exceptional client service and smooth administrative operations. This role involves coordinating client interactions, managing documentation, and supporting the engagement process.

JOB REQUIREMENTS:

• Minimum of 2 years of experience in client support or administrative roles, preferably within a CPA firm, financial services firm, or law firm.
• Associate degree or significant experience as a firm administrator.
• Excellent organizational skills and attention to detail.
• Exceptional communication and interpersonal skills.
• Ability to work independently, simultaneously manage multiple projects, and meet deadlines.
• Punctual, reliable, and professional.
• Effective team player with a desire for professional growth.
• Strong problem-solving skills and a proactive approach to client service.
• Proficiency in Microsoft Office Suite.
• Willingness and ability to support the firm’s growth.
• Experience with AI and client management software is a plus.

ADDITIONAL RESPONSIBILITIES:

• Ensure all client interactions and documentation comply with firm policies and regulatory requirements.
• Continuously improve client service processes and contribute to team initiatives.