Client Service Onboarding Specialist

AP has a terrific new opportunity with an advisory firm located in the city of Rochester.  This new start-up company has much to offer and you will want to get in on this opportunity!  Their goal is to assist their clients to reach the goals they set to grow their business by offering "white glove service".  They offer services to include auditing, tax prep and consulting. Are you a technology whiz?  This firm is looking for someone who loves technology, isn't afraid to learn new programs and thrives on a challenge.    If you want to work for a very modern office setting, receive paid parking, benefits and opportunity for growth, this is the role for you.

This role is responsible for assisting with onboarding of clients and staff, project management, technology and process management, and general office administration.  The individual must be highly organized, comfortable with many different technologies, willing to learn the accounting industry and its best practices, as well as jump into any task with a positive, can-do attitude.  You will help people get comfortable with their organization, stay on top of multiple tasks, and help plan their capacity.  You will also do office administrative tasks as necessary.  You will work in a fast paced, service oriented and fun environment, ensuring that their culture is maintained as they grow.

Requirements include

• Highly organized
• Strong technology skills (CRM; Microsoft Suite – Excel, Word, Outlook, Sharepoint, OneDrive, To-Do; CCH, etc.)
• Positive attitude
• Willingness to learn
• Able to work in a team and support multiple people
• Able to switch tasks quickly

Benefits to include

• Health insurance
• Parking
• 401k
• Paid time off, including holidays

• Accounting industry experience
• Bachelor’s degree in business or accounting

Minimum of 2+ yrs experience in an office setting utilizing various software programs.  Experience in an accounting firm would be extremely beneficial.

• Highly organized
• Strong technology skills (CRM; Microsoft Suite – Excel, Word, Outlook, Sharepoint, OneDrive, To-Do; CCH, etc.)
• Positive attitude
• Willingness to learn
• Able to work in a team and support multiple people
• Able to switch tasks quickly
• Previous office experience
• Accounting experience a plus
• Excellent computer and technology skills
• Project management
• Proactive mindset
• Self starter
• Able to handle multiple projects, prioritize, and scheduling