Client Experience Supervisor

Summary

Join BPM, a leading accounting firm, as a Client Experience Associate and contribute to a team ensuring efficient and effective client interactions. You will manage client inquiries, resolve issues, and implement strategies to enhance client satisfaction. This role involves collaboration with other departments for seamless client experiences and assisting clients with BPM software. The firm offers a people-centered culture with flexible work arrangements and a comprehensive benefits package. The position requires client service experience, software proficiency, and excellent communication skills. A bachelor's degree or equivalent experience and at least three years of relevant experience are required.

Requirements

• Client service experience is required
• Ability to learn new software
• Demonstrated ability to champion and train teams on software and applications
• Excellent written/verbal communication and interpersonal abilities
• The ability to handle stressful situations and resolve conflicts
• Proficiency in Microsoft Office
• Strong analytical and problem-solving skills
• Bachelor’s degree or equivalent work experience
• At least three years of relevant experience in a professional services environment, with increasing management responsibilities. Public accounting experience is a plus
• Proven leadership and project management skills, with a track record of implementing creative solutions to improve productivity and efficiency
• Strong communication skills, both oral and written
• Professional demeanor and appearance
• Collaborative and consultative management style, able to interact effectively with all levels of staff and management
• Ability to handle adversity and navigate challenging situations with a positive attitude
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams)

Responsibilities

• Handle client issues and complaints, providing timely resolutions
• Handle sensitive situations with diplomacy and understand when to escalate issues to the Client Experience Manager
• Collaborate with other departments to ensure seamless client experience
• Assist clients with the use of BPM adopted software

Preferred Qualifications

• Experience in the accounting industry
• Knowledge of CCH Axcess, SafeSend, Salesforce, DocuSign, Suralink

Benefits

• Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
• Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options , so you can balance challenging yourself with taking care of yourself