Client Services Professional I Financial Services

#LI-SV2 #LI-Onsite Essential Functions and Primary Duties * May prepare corporate tax returns, client billing, engagement letters and contracts * May complete bookkeeping and accounting duties for clients.

This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry * Collect and enter/download data from clients and review for accuracy * File and retrieve documents, records, and reports * Prepare engagement letters and other correspondence with clients * Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns * Operates accounting and/or tax software to record, store and analyze data * Responsible for supporting marketing initiatives involving Exact Target * May be primary coordinator of customer relationship efforts or projects by the local office * Responsible for gathering, refreshing and cleansing data, reporting and reconciliation of data * Works prospect lists and performs conflict checks.

* Works with the National CRM/SFA Administrative Team and upper management as required * May be asked to educate local personnel on policies and processes as they relate to the customer management systems * Continually reports on outcomes and opportunities with clients or potential clients * Supports business development/revenue growth activities and tracking * Additional responsibilities as assigned Preferred Qualifications * Associates Degree Minimum Qualifications * High School Diploma or GED * 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