Client Service Specialist

at CBIZ Benefits and Insurance Services Inc in Indianapolis, Indiana, United States

Job Description

Status Category:
Full-Time

Exempt/Non-Exempt:
Non-Exempt

Scheduled Hours Per Week:
40

Job Code:
AD133

With over 120 offices and nearly 7,000 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 for 2023:
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Places to Work in Insurance
Best and Brightest Companies in Wellness
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.
CBIZ Somerset is always looking for smart, ambitious, friendly people to join our offices located in Indianapolis, Fort Wayne and Michigan City! We are currently seeking a Client Service Specialist to provide high-level administrative support for our Tax team based in Indianapolis. You must be able to multi-task and manage workload priorities; work well with tight deadlines; and maintain a high aptitude for detailed work and possess superior customer service and interpersonal skills.

If you would describe yourself as highly organized, self-directed, and an expert at multi-tasking, this would be the perfect role for you!
Essential Functions and Primary Duties
Produce, format, and edit letters and client deliverables
Utilize company software to access and save data and documents in electronic format
Communicate with internal staff to verify and finalize deliverables
Working closely with other team members to collaborate on shared tasks
Update tracking system to ensure all products are properly filed, including generating reports
Troubleshoot delivery issues with clients including software education and due dates to ensure efficient turnaround of deliverables
Management of various special projects including working with others to ensure quality and timely completion
Manage and prioritize a large volume of electronic correspondence via Outlook and Microsoft Teams
Use of software including, but not limited to: Practice Engine, CCH Axcess, Adobe, Microsoft (Outlook, Word, Excel, PowerPoint, etc.), Concur, Docuware, etc.
Internal and external event coordination
Preferred Qualifications
Previous administrative or customer service experience
Basic knowledge of Microsoft Office programs
Professional written and verbal communication skills
Comfortable with verbal client interaction - in person, telephone and email
Familiarity with general office equipment including computers, telephones, copiers/printers, and scanners
Discrete concerning confidential or sensitive information
Ability to work in the office daily
Ability to demonstrate professionalism when working with internal staff and clients
High attention to detail and accuracy
Resourceful and a team player
Ability to multitask, prioritize and manage workflow for multiple team members
Minimum Qualifications
High school diploma or GED
2 years' experience in office environment, preferably performing as an administrative assistant
Must have knowledge of administrative procedures and best practices
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
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CBIZ.Jobs Category: Operations

REASONABLE ACCOMMODATION

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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... For full info follow application link.

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.