Client Support Specialist

Posted Yesterday
Be an Early Applicant
Carmel, IN, USA
In-Office
Mid level
HR Tech
The Role
Provides administrative, client-service, and operational support to an accounting and consulting firm. Responsibilities include assisting with tax projects and filings, maintaining electronic and physical files, greeting visitors, handling calls and mail, scheduling appointments, managing calendars, operating office equipment, ordering supplies, creating spreadsheets, and formatting correspondence. The role requires professionalism, organization, attention to detail, clear communication, and proficiency with Microsoft Office.
Summary Generated by Built In

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
#IND

 

Skills Required

  • 3 or more years of general office administration or accounting support experience
  • Ability to learn new software quickly
  • Excellent organizational skills and strong attention to detail
  • Professional demeanor and strong commitment to quality and accuracy
  • Friendly, clear, and concise communication skills
  • Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel
  • Ability to self-motivate and organize, prioritize, and work under pressure in a collaborative environment
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Carmel, IN
27 Employees
Year Founded: 2010

What We Do

At Purple Ink, we think your work should be a joy. Our customized HR solutions will help you make a JoyPowered™ workplace a reality.

Similar Jobs

Grow Therapy Logo Grow Therapy

Specialist I, Client Billing Support

Healthtech • Social Impact • Software
Remote or Hybrid
USA
650 Employees
20-24 Hourly

Octus Logo Octus

Client Support Specialist

Fintech • News + Entertainment • Software • Database • Financial Services
Easy Apply
Remote or Hybrid
United States
808 Employees
110K-125K Annually
In-Office or Remote
Indianapolis, IN, USA
1 Employees
In-Office
Indianapolis, IN, USA
1548 Employees

Similar Companies Hiring

RethinkFirst Thumbnail
Telehealth • Software • Professional Services • Information Technology • HR Tech • Healthtech • Edtech
New York, NY
300 Employees
Empathy Thumbnail
Fintech • Healthtech • HR Tech • Information Technology • Financial Services • Telehealth
IL
200 Employees
Compa Thumbnail
Artificial Intelligence • HR Tech • Software • Business Intelligence
Irvine, California
75 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account