Client Success Representative - Seasonal

What's the role?

Our seasonal 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.

• 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.

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. During the January-April tax season, this role does work every other Saturday 8-12 or 9-1 allowing for some extra income with overtime hours. This is a seasonal role that will begin training in December and work through tax season in April.

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.

See all MBE CPA's openings on their website or reach out to our lead recruiter, Kayla Schaller-Greenwood, on Linked In.

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.