Client Service Professional/Receptionist in Memphis, TN at CBIZ

Date Posted: 6/18/2021

Job Snapshot

Job Description

 With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA  

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.    

The Client Service Professional /Receptionist acts as liaison among our management team to ensure the business needs are met by attending to client service and administrative requirements.

Essential Functions and Primary Duties

Provide support and administrative assistance to assigned Managing Directors, Directors, Senior Managers and Managers including:

  • Manage the reception area to include answering all incoming calls and greeting visitors efficiently and courteously providing requested information
  • Follow office opening and closing procedures
  • Maintain adequate supplies throughout the office
  • Maintaining client database including additions, deletions and changes as needed
  • Scheduling annual work to meet client needs and achieve efficient resource management
  • Following up with client on scope sign off and payment of any agreed upfront amount
  • Returning client records
  • Typing of letters and simple reports to clients
  • Filing of paper or electronic documents
  • Dealing with client office correspondence, including forwarding as required
  • Making and changing appointments (meetings and calls) with clients, prospects and others
  • Drafting Engagement Letters
  • Preparing checklist of information
  • Reviewing and checking client documents
  • Contacting clients for any missing information
  • Logging of each job in the appropriate workflow systems
  • Collating and preparing work papers
  • Monitoring workflow
  • Printing and binding of finalized documents
  • Preparing final invoices when work completed

Preferred Qualifications 

  • Experience in a professional services environment, preferably financial services
  • Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities
  • Displays each of the following attributes - excellent work ethic / dedication / punctual / initiative / personality / pro-active / attention to detail / organized / self motivated
  • Confident enough to develop client relationships and build rapport with staff, business partners and clients
  • Experience using QuickBooks, Creative Solutions, Time and Billing Systems, and Microsoft Office

Minimum Qualifications Required

  • High school diploma or GED required
  • 1 year of experience in an office setting preferred
  • Positive customer service skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must provide positive customer service internally and to visitors
  • Attention to detail, time management and ability to multi-task
  • Ability to produce business correspondence
  • Proficient in applicable technology 


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