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Receptionist/Client Service Associate

Company: Wehring Wealth Management
Location: Bellville
Posted on: November 18, 2021

Job Description:

Wehring Wealth Management is a small, full-service financial services/tax and accounting firm in Bellville, Texas. We are seeking a full-time Receptionist/Client Service Associate. The primary purpose as the Receptionist/Client Service Associate is to set the tone for the office, serving as the first point of contact by answering phones, greeting and directing clients to the appropriate team member and putting their needs first, providing exceptional service every single time. This position will require a good deal of organization and the ability to multitask.Duties include, but are not limited to:

  • Greeting visitors
  • Screening and/or selectively referring callers to the appropriate team member
  • Documenting client interactions in the Redtail CRM
  • Scanning, filing, and copying
  • Processing/distributing incoming and outgoing mail
  • Meeting with clients to intake tax information and set up workflows
  • Managing and maintaining office technical systems
  • Contacting clients to notify them when their tax returns are available
  • May provide administrative support as needed and/or perform special projects as assigned
  • Other duties as assignedA well-qualified candidate will have the following strengths:
    • Strong level of comfort with computers and basic software. Some of the programs we use are Microsoft Office, Redtail CRM, Ultratax, Rubex, etc.
    • A quick learner and self-starter
    • Show great attention to detail
    • Builds trust and shows integrity
    • Client Centric
    • Excellent written and verbal communication skills
    • Flexibility
    • Relationship building
    • EnergeticJob Type: Full-timePay: $25,000.00 - $30,000.00 per yearBenefits:
      • 401(k)
      • 401(k) matching
      • Employee discount
      • Health insurance
      • Health savings account
      • Paid time offSchedule:
        • Monday to FridayEducation:
          • High school or equivalent (Preferred)Experience:
            • Customer service: 1 year (Preferred)Work Location: One location

Keywords: Wehring Wealth Management, College Station , Receptionist/Client Service Associate, Administration, Clerical , Bellville, Texas

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