Client Success & Reception Coordinator

MBE CPAs

Scottsbluff (NE)

On-site

USD 30,000 - 42,000

Full time

6 days ago
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Benefits offered by this job

Health insurance
401k matching
Paid Time Off
Tuition reimbursement
CPA assistance and professional growth

Job summary

MBE CPAs seeks a Client Success Representative to serve as the office receptionist and provide administrative support to partners and staff. You will greet clients, handle inquiries by phone, email, or in person, coordinate appointments, prepare paperwork, and assist with tax return delivery.

This role acts as a brand ambassador, delivering exceptional service and helping payroll solutions affiliate as needed.

Qualifications

  • Proficient in Microsoft Office (Excel, Word, Outlook).
  • Strong communication and customer service skills.
  • High attention to detail and accuracy.
  • Previous receptionist or administrative support experience preferred.

Responsibilities

  • Greet and direct clients and visitors by phone, email, or in person.
  • Provide administrative support to the MBE team, including correspondence, scheduling, and document handling.
  • Assist clients with requested information, document delivery, and payments; respond to general inquiries.
  • Assist with preparation of paperwork and delivery of tax returns to clients.
  • Support Payroll Solutions affiliate with payroll processing as needed.

Skills

Customer service
Communication
Attention to detail
Receptionist experience

Tools

Microsoft Office

Job description

MBE CPAs seeks a Client Success Representative to serve as the office receptionist and provide administrative support to partners and staff. You will greet clients, handle inquiries by phone, email, or in person, coordinate appointments, prepare paperwork, and assist with tax return delivery.

This role acts as a brand ambassador, delivering exceptional service and helping payroll solutions affiliate as needed.

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