Client Success Representative

Client Success Representative

Our Client Success Representative will act as the office location's receptionist greeting our clients and providing administrative assistance to the firm's partners and staff. This role is a key brand ambassador for the company providing exceptional customer service to all they interact with. This includes:

• Greeting and directing clients and visitors by phone, email, or in person.
• Providing administrative support to MBE team including correspondence, coordinating appointments, scheduling events and luncheons, ordering office, handling office mail, scanning and assembling documents, etc,
• Assisting clients with requested information, delivery of documents and payments, and general inquiries.
• Assist with preparation of paperwork and delivery of tax returns to clients.
• Assisting Payroll Solutions affiliate with processing payroll as needed.

What experience and skills do I need to be successful?

• Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Previous experience in a related receptionist or administrative support role highly desired.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

This role supports our office hours of Monday-Friday 8a-5p. The role will typically work an 8.5 hour shift with a 30 minute lunch break each day. Generally overtime is not expected outside of tax season. During the January-April tax season, this role does work every Saturday 8-12 or 9-1 allowing for some extra income with overtime hours. May-September the office closes at noon on Fridays for summer hours.

How do I join?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE team.

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.