Operations / Client Service Associate

Client Services & Operations Associate

Established CPA Firm | Livingston, NJ
A well-established public accounting firm in Livingston, New Jersey is seeking a dynamic Client Services & Operations Associate to serve as the backbone of their daily operations. This role is perfect for a service-oriented professional who thrives in a fast-paced environment and enjoys building meaningful client relationships while ensuring seamless office operations.

Key Responsibilities

Client Experience Management

• Serve as the first point of contact for clients, providing exceptional service and professional communication
• Coordinate client meetings and maintain executive calendars using Microsoft Outlook
• Handle client inquiries and requests with accuracy and timeliness
• Support client account management and billing inquiries
• Facilitate smooth client onboarding experiences

Operational Excellence

• Oversee daily office operations including supply management and facility coordination
• Execute administrative functions such as document preparation, filing, and correspondence
• Support the billing department with invoice preparation and payment processing
• Contribute to monthly accounts receivable activities and collection processes
• Maintain organized filing systems and ensure proper documentation protocols

Administrative Support

• Provide comprehensive administrative support to firm partners and senior staff
• Assist with preparation of client engagement materials and proposals
• Support tax season operations including document processing and client communications
• Coordinate firm events and professional development activities
• Utilize CCH Axcess billing system for daily transaction processing

Ideal Candidate Profile

Professional Background

• 2-8 years of administrative or client service experience, preferably in professional services
• Strong proficiency in Microsoft Office applications (Outlook, Word, Excel)
• Experience with client relationship management and billing systems preferred
• Background in accounting or finance environments is a plus

Core Competencies

• Exceptional interpersonal and communication skills
• Strong organizational abilities with meticulous attention to detail
• Proven ability to multitask and prioritize in a deadline-driven environment
• Team-oriented mindset with flexibility to support various departments
• Professional demeanor with strong customer service orientation

What We Offer

Position Details

• Full-time position (40 hours per week)
• On-site work environment in modern Livingston office
• Competitive salary based on experience and qualifications

Comprehensive Benefits

• Complete health benefits package including medical, dental, vision, and life insurance
• 401(k) retirement plan with generous employer matching contribution
• Flexible paid time off policy
• Professional development opportunities
• Collaborative and supportive work environment