Customer Support Specialist

Purple Ink llc; Carmel (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Purple Ink llc, an established boutique accounting and consulting firm on the north side of Indianapolis in Carmel, Indiana, seeks an in-office Client Support Specialist to work with its professional accounting team and deliver an exceptional client experience. The ideal candidate is organized, proactive, and detail-oriented with strong communication skills.

Requirements include 3+ years of office administration or accounting support, and proficiency in Microsoft Office (Outlook, Word, Excel).

Qualifications

• 3+ years of general office administration or accounting support experience.
• Ability to learn new software quickly and adapt to firm workflows.
• Strong attention to detail with a professional demeanor and excellent communication skills.

Responsibilities

• Greet visitors and direct them to appropriate staff.
• Answer and direct incoming client calls and emails.
• Schedule appointments and maintain Outlook calendars.

Skills

Office admin

Accounting support

Communication

Organizational skills

Tools

Outlook

Word

Excel

Job description

Do you have experience working in a professional office setting and thrive on managing the details for clients and a professional team? Are you a self-starter who is organized with a passion for helping others? Do you enjoy administrative tasks and desire an opportunity to learn and grow in responsibility?

If so – this may be the opportunity for you!

Our client is an established, full-service boutique accounting and consulting firm located on the north side of Indianapolis in Carmel, Indiana. The firm is seeking an in-office Client Support Specialist to work alongside its professional accounting team. This role plays an important part in delivering an exceptional client experience.

With more than 40 years of experience, the firm has built lasting client relationships through personalized service, responsiveness, and a commitment to understanding each client’s unique needs. In this key role, you will serve as a point of contact for the firm’s clients while providing administrative and operational support to the firm. This ideal candidate is organized, proactive, and detail-oriented, with a strong sense of professionalism and genuine interest in helping others. This individual takes pride in their work, communicates thoughtfully, and plays an important role in providing excellent client service and keeping daily operations running smoothly.

The Client Support Specialist will:

• Support professional accounting team in the delivery of client services.
• Assist in tax projects and other associated filings.
• Maintain organized files and scan documents and completed projects for electronic storage.
• Partner with the administrative team to greet visitors, answer and direct incoming client calls, schedule appointments, maintain Outlook calendars, and monitor electronic communications.
• Receive and direct incoming and outgoing mail.
• Operate office equipment
• Participate as a collaborative team member on general office needs such as errands, kitchen/equipment maintenance, ordering office supplies, etc.
• Create spreadsheets, format and proof correspondence, and develop proficiency in both firm and tax-specific software programs.

The ideal Client Support Specialist should have:

• 3 + years of general office administration or accounting support experience.
• Ability to learn new software quickly.
• Excellent organizational skills and a keen eye for quality and accuracy.
• Strong attention to detail and a professional demeanor.
• Friendly, clear, and concise communication skills.
• Proficiency with Microsoft Office Suite programs (Outlook, Word, Excel).
• Self-motivated with the ability to organize, prioritize and work under pressure in a collaborative environment

Many of our clients utilize E-Verify as part of their employment process. E-Verify is an Internet based system operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA) that allows participating employers to electronically verify the employment eligibility of their newly hired employees in the United States

PURPLE INK OPERATES AS AN EQUAL OPPORTUNITY EMPLOYER