Client Services Specialist

Unlock Your Potential at BGBC Advisory, LLC!

Join BGBC Advisory, LLC, where our award-winning culture sets the stage for career excellence. As one of IndyStar's Top Workplaces for six years running, we're more than just a firm – we're a dynamic community dedicated to individual growth and driving solutions for businesses and individuals. Our vision is clear: to be an elite accounting and advisory firm that attracts and nurtures future leaders.

Our core values guide our daily operations, emphasizing integrity, people-first principles, and lifelong learning. Join us and be part of a team that consistently exceeds expectations, delivering exceptional client experiences. Your path to excellence begins at BGBC.

Join us at BGBC and discover how our passionate team of professionals can help you redefine success.

We are currently seeking a Client Services Specialist to join BGBC’s Shared Services team, which consists of our Marketing, Recruiting, Training & Development, Operations, Information Technology, and Administrative Support professionals. This is a new role for our firm, created to meet the needs of our rapidly growing footprint throughout the international business community.

As a Client Services Specialist, you will be focused on all aspects of the client experience, including onboarding new clients, data and information requests, and transmittal of final deliverables.

Key Responsibilities:

As a Client Services Specialist, your responsibilities will include:

• Onboarding new clients to our firm, including information intake, document and records gathering, profile creation in our database, and coordination with our team of advisors.
• Scheduling and attending meetings (primarily virtual) for existing and prospective clients.
• Evaluating prospective client inquiries and coordinating next steps with our advisors.
• Drafting and editing quotes, proposals, and engagement letters for new/existing clients.
• Communicating directly with clients on behalf of our advisors.
• Delivering work product to clients.
• Maintaining detailed notes of all client interactions;
• Analyzing billing reports and tracking hours allocated to projects.
• Collaborating with our team of advisors to prepare for client calls, meetings, and presentations, and following up on action items as required.
• Supporting our team of advisors in all aspects of client service, generally.

Qualifications:

• Demonstrated customer service approach (rooted in empathy) and 2+ years of professional experience, preferably in the accounting or financial services industry.
• Ability to communicate effectively, both orally and in writing to clients and co-workers.
• Exhibit effective time management, organization skills; conflict management, and attention to detail.
• Proficiency with Microsoft products (e.g., Office 365 applications), especially Excel.
• Independent, self-starter who thrives in rapidly changing environments.

Benefits:

At BGBC, we prioritize our people with a comprehensive benefits package. Secure your financial future with our employer-provided 401(k) plan and potential profit-sharing package. Support your wellness with health, vision, and dental insurance, along with a Health Savings Account (HSA) and Employee Assistance Program (EAP). We understand the importance of balance, both in work and family life, which is why we offer a flexible schedule and generous paid time off. Our family-centered approach includes paid parental leave and life insurance to ensure you and your loved ones are well taken care of. Invest in your growth with firm-sponsored CPE opportunities and our customized coaching program.

Equal Opportunity Employer:

BGBC Advisory, LLC is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual’s race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.