Senior Associate – Client Services

Senior Associate – Client Services

Requirements

• Bachelor’s Degree required
• CPA, CFA, MBA or other professional designation highly desired
• Minimum 1 to 3 years’ selling accounting/financial project solutions
• Background in audit, tax, and/or public accounting a plus
• Proven success achieving and/or exceeding performance goals

Responsibilities

• Establish and maintain target list developing client relationships
• Conduct prospecting activities including phone calls, “ad calls,” skills marketing, email, social media, in-person meetings, and other methods
• Generate new job orders weekly in line with performance objectives
• Manage new and open job orders from intake to fulfillment
• Utilize Bullhorn to log all activity, notes, and information vital to managing and growing a book of business as well as planning daily activities
• Collaborate with teammates to cross-sell and/or fulfill open positions across other lines of business and/or national practices as appropriate

Preferred Qualifications

• Background in audit, tax, and/or public accounting a plus