Client and Operations Specialist

Top Job

Located in Clermont, FL

Salary: $47,000 - $52,000 BOE

Client & Operations Specialist

Location: Onsite

Salary: $47,000 - $52,000

Schedule: Monday–Friday | 9:00 AM – 5:30 PM

Client & Operations Specialist Summary:

We are seeking a Client & Operations Specialist to join a growing CPA and accounting firm in the Clermont area.

This position is ideal for a motivated, self-directed professional with demonstrated success in a business environment and the ability to navigate workplace dynamics, communication protocols, and professional expectations confidently.

 Client & Operations Specialist Responsibilities:

•        Serve as the primary point of contact for clients.
•          Manage central email, phone calls and in-person contacts.
•          Assist with client onboarding and account setup.
•          Manage document intake and workflow tracking.
•          Coordinate appointments and client communications.
•          Support billing and administrative operations.
•          Help ensure smooth daily office operations.
•          Other tasks as assigned.

What We’re Looking For

•         3-5 years of professional office experience.
•         Experience in an accounting, tax, legal, insurance, banking, medical administration or financial services office
•         Direct client-facing experience
•         Experience managing documents, schedules, deadlines, and confidential information
•         Strong phone handling, email management, and follow-up skills
•         Strong Microsoft Office skills
•         Ability to work independently and anticipate needs

 What Makes Express Employment Professionals Different?

Express Employment Professionals is a local employment agency focused on helping people in our community find permanent, long-term positions at some of the best companies in Lake and Sumter counties. Every week, we are actively working with 100+ companies in the area in which we live, work and play!

Benefits of working with Express:

• Weekly Pay
• Medical, Dental, Vision, Short-Term Disability, and Life Insurance
• 401(K) Savings Plan
• Holiday Pay
• Free Online Training
• Referral Bonus

 

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