Client Services Professional I | Receptionist in Memphis at CBIZ

Date Posted: 9/24/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 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:   

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation 
  • 2022 Top Workplaces USA 
  • 2021 America's Best Mid-Size Employers 
  • 2021 Best and Brightest Companies in Wellness 
  • 2022 Great Place to Work Certification

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

  • Associates Degree

Minimum Qualifications Required

  • High School Diploma or GED required
  • At least 2 years of accounting work experience.
  • Ability to work in a team environment as well as independently.
  • Must maintain current required licenses and certifications relevant to field of expertise.
  • Proficient use of applicable technology.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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