Client Support Specialist

Overview

We’re looking for a professional, organized, and tech-savvy Client Support Specialist to serve as the first point of contact for our clients and to support day-to-day administrative operations. Join a CPA firm where you’re more than the front desk - you’re a key part of the client experience and our internal operations. You’ll work in a professional environment, develop in-demand skills (client service, tech tools, secure document handling), and have opportunities to grow as you take ownership of workflows that keep the firm running smoothly.

• Strong customer service mindset with a polished, professional communication style.
• High attention to detail and a commitment to confidentiality.
• Comfortable learning and supporting office technology and client portals.
• Ability to prioritize, stay organized, and manage multiple requests in a fast-paced environment.
• Experience in administrative support, client services, or a professional office environment is preferred (CPA firm experience is a plus).

• Client Interaction & Assistance:
  Greet clients professionally and warmly in person and over the phone;
  Assist clients with downloading and accessing tax documents for review and signature;
  Provide support to clients regarding document portals;
  Answer general inquiries, screen and direct calls.
• New Client Onboarding & Engagement Management:
  Draft and send engagement letters to clients;
  Onboard new clients with white glove service.
• Database Management:
  Maintain and update databases with accurate client information;
  Ensure data integrity and confidentiality.
• Document Management:
  Download and save client-provided financial documents from various portals;
  Scan, organize, and securely store client documents in the firm’s secure document management system.
• Marketing Support:
  Monitor and update marketing and newsletter databases, as needed;
  Provide support for bi-weekly newsletter and social media.
• Office Supplies & Inventory Management
• Other Administrative Support:
  Manage incoming and outgoing mail;
  Assist the team with other duties as assigned, including processing tax returns and extensions, closing out client workflows, following up with clients for signatures and other authorizations.

• Full-time and on-site in Parsippany, NJ.
• Standard hours 9:00am-5:00pm.
• Flexibility and willingness to work extended hours (evenings/weekends), January-April, September-October, as needed.

• High School graduate or equivalent.
• At least 1 year of office experience, preferably in a financial services or legal firm.
• Client service experience.
• Strong proficiency in Microsoft Office Suite and Adobe editing.
• Demonstrated proficiency learning new software programs.
• Excellent verbal and written communication skills, organizational and analytical skills.
• Professional demeanor and presentation.
• Ability to thrive in a demanding environment.

• Financial services experience providing administrative support.
• Experience with A/R, A/P and marketing.
• Associate or Bachelor’s Degree.

• Paid Health Insurance starts at 3 months.
• Paid $50K Group Life Insurance Policy at 3 months.
• Access to Dental and Vision Insurance at 3 months.
• Eligible for matching 401(k) Retirement Plan at 4% at one-year anniversary.
• 15 PTO days per year, accrued based on start date.
• Employee Referral Bonus program.
• Paid Professional Development as determined by your supervisor.