Client Service Associate - Real Estate

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

The Real Estate Outsourced Accounting Consulting Client Service Associate will collaborate with engagement teams to provide excellent service to our clients. The primary function of the CSA is to provide a wide range of technical, administrative and relationship support services to assigned client teams and to be the first point of contact for service needs for clients or prospects. Acting as the liaison between the client teams/client and the central services/operations team (i.e., client services, tax, billing and fee support), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.

Support includes responding to client requests, managing professional’s appointment schedules as it relates to clients, pre-appointment preparation, post appointment follow-up, some participation in client meetings, client communication and correspondence, service request processing, and marketing support.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Serves as first point of contact for client service requests and communications in coordination with their client's full Moss Adams advisory and operational teams

• Manages and tracks client onboarding experience, including the coordination of all internal paperwork, CRM data entry, client communications, and quality check

• Creates and maintains client files

• Drafts, edits, and proofreads client correspondence when appropriate

• Adheres to standard operating procedures and approved technologies to ensure efficient workflow

• Contributes to Marketing initiatives (i.e., review and edit client presentations or assist with client events); may be for current clients or prospects

• Downloading and indexing of client documents

Qualifications:

• High School Diploma/GED required

• Minimum of 1 year of related experience required; preferably in financial or legal industry

• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint

• Excellent written and verbal communication skills

• Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment

• Ability to handle sensitive situations and confidential information with discretion

• Ability to work independently as well as collaborate and work effectively across firm while building trusted relationships

• Good problem solving skills with demonstrated ability to establish facts and draw valid conclusions

• Ability to develop relationships, build rapport, and effectively interface with all levels within the firm

• Ability to travel as needed

• May require some overtime hours

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

Compensation Range (Denver Market ONLY): California: $59000-$73000

Primary Location Healdsburg, CA

Employee Status: Regular

Schedule: Full Time

Req ID: 26815