Client Services Specialist

Position Title: Client Services Specialist
Location: Grand Junction, CO
Employment Type: Full-time
Pay: Competitive
Primary Relationship: Partners, Director of Operations, support the needs of the team

About PBG ADVISORS
At PBG Advisors, we offer more than a job—we offer careers where your skills, ideas, and hard work are truly valued. As a leader in CPA and advisory services, we pride ourselves on maintaining the highest standards of integrity, professionalism, and innovation.

Our phenomenal team of professionals is the cornerstone of our success. By combining our collective expertise and experience, we deliver personalized financial and tax guidance to businesses and individuals nationwide.

We’re committed to fostering a workplace that values your growth, rewards your contributions, and supports a healthy work-life balance. If you’re driven and thrive in a client-focused environment, you’ll find PBG Advisors is the perfect place to grow your career.

Key Responsibilities
The Client Services Specialist serves as the face of PBG Advisors, responsible for managing client relationships and supporting their needs during tax preparation and advisory engagements. This role focuses on fostering client advocacy, ensuring operational efficiency, and supporting partners and staff by managing client service activities.

• Relationship Management: Build and maintain strong personal relationships with clients, prioritizing client satisfaction and proactive communication.
• Client Interaction: Serve as the primary point of contact for clients throughout their tax and financial engagements with our firm. Greet clients warmly, addressing their questions, concerns, and complaints promptly while ensuring follow-up and resolution.
• Portal Management: Assist clients with the Portal, including account setup, password resets, document uploads and downloads, and troubleshooting.
• Process Coordination: Collaborate with partners and staff to coordinate client service activities, ensuring all deliverables meet high standards and timelines.
• Documentation and Communication: Maintain clear, organized client records and provide consistent updates on the status of their projects.
• Process Management: Manage clients experience from beginning to end, explain processes clearly, maintain deadlines, and recognize needs we can meet.

Qualifications
We value professionalism, expertise, and leadership. Key qualifications include:

• Skills and Attributes:
  • Outgoing and friendly personality with excellent interpersonal communication skills.
  • Highly organized, detail-oriented, and able to manage multiple clients and tasks simultaneously.
  • Quick thinker with the ability to problem-solve and adapt in a fast-paced environment.
  • A client-focused mindset with a commitment to providing exceptional service.
  • Proficient in Microsoft Excel, Word, and Outlook.
• Experience:
  • Previous client service or administrative experience is preferred.
  • Familiarity with financial or tax-related industries is a plus.

What We Offer

• Competitive Pay: Based on experience and qualifications.
• Performance Bonuses
• Paid time off
• Retirement plan with company matching
• Supportive Environment: A collaborative culture focused on professional growth.
• Convenient Location: Beautiful new office space in Grand Junction’s Bank of Colorado Building.
• Advancement Opportunities: Be part of a growing firm with room to expand your career.

How to Apply
Ready to take the next step? Submit your resume and a cover letter to hsavage@pbgadvisors.com with “Client Services Specialist Application” in the subject line.

Application Process:

1. Submit Your Application: Include your resume, cover letter, and any QuickBooks certifications.
2. Initial Review: Qualified candidates will be contacted for a phone interview.
3. In-Person Interview: Meet our team and tour our new office space.
4. Final Selection: We’ll notify the selected candidate promptly.

Application Deadline: December 15, 2024

Join the PBG Advisors’ Team!
This is more than a job—it’s a chance to be part of a thriving team helping businesses and individuals achieve financial success.

More about the Area
PBG Advisors is located in the scenic high desert of Western Colorado at the foot of the world’s largest flattop mountain. Grand Junction, Colorado is surrounded by destinations that provide unrivaled opportunity for fun and exploration.

Outdoor recreational activities vary from world class mountain biking, white water rafting, alpine skiing and cross-country skiing, snow mobile riding and much more. With mountains on one side and high desert canyons on the other, there are plenty of adventures that await outdoor enthusiasts.

The Grand Valley is also more than just an outdoor paradise. With an area population exceeding 135,000, residents enjoy the amenities of a big city without the worries of heavy traffic, crowded streets or frenzied airports. Our valley has a strong sense of community and provides numerous forms of entertainment. Festivals run throughout the year that showcase the Western Colorado way of life. From Orchards and vineyards to an active downtown, The Grand Valley offers a bit of everything to the people who call it home.

PBG Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.