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Client Delight:
- Provide exceptional accounting and operational service to our non profit clients.
- Support client onboarding process for all assigned client engagements in accordance with defined process.
- Collaborate with your Portfolio manager and other Client Account Associates on your team to ensure all clients are delighted with our services through timely and effective communication.
Team Delight:
- Participate in recurring team and one-on-one video check-in meetings to ensure you are aligned for success.
- Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals.
- Confidence in learning and embracing new technology to solve client issues.
Supporting Strategies
Supporting Strategies empowers business owners by taking bookkeeping and operational support functions off their plates, allowing them to focus on their core business. With over 100 offices throughout the U.S., they have a network community of over 800 employees nationwide.