Customer Service Representative

Job Description

Job Description

Customer Service Representative

As a Customer Service Representative at Abacus, you serve as a frontline ambassador for the firm, delivering exceptional service across all client interactions. This role is responsible for engaging with clients via phone, email, and in-person meetings to support client onboarding, retention, and ongoing service needs, while also assisting internal accounting teams with client-related initiatives.

Key Responsibilities

• Engage with clients via phone, email, and in-person interactions in a professional and timely manner

• Support client onboarding, retention, and service inquiries

• Review customer accounts for contract changes and service level updates

• Communicate complex financial information clearly and professionally

• Prepare professional correspondence for third-party financial requests

• Handle inbound email and inbound/outbound phone communication using best practices

• Document client interactions and maintain accurate records per firm procedures

• Gather and input client data into internal systems

• Guide and assist walk-in clients with clarity and professionalism

• Take ownership of client requests and ensure follow-through within firm policies

• Collaborate with Transportation Tax and Accounting teams to deliver quality outcomes

• Contribute to process improvements and team efficiency initiatives

• Support team goals and assist colleagues as needed

• Assist in managing operations within the Salt Lake City PRIME Hub call center
  

Core Competencies

• Strong customer service experience, including handling complaints and resolving complex issues

• Ability to communicate complex information with clarity, professionalism, and empathy

• Excellent written and verbal communication skills

• Strong phone presence (voice quality, grammar, listening skills)

• Ability to thrive in a fast-paced, goal-oriented environment

• Strong organizational, multitasking, and time management skills

• Detail-oriented with strong analytical and problem-solving abilities

• Ability to work both independently and collaboratively

• Maintain strict client confidentiality

Technical Skills:

• Microsoft Office (Word, Excel, PowerPoint)

• CRM and call center systems

• Ability to learn and navigate internal software platforms
  

Compensation & Benefits

We offer a competitive and transparent total compensation package:

• Competitive hourly rate based on experience

• Total compensation model including:

  • Base hourly rate

  • Performance-based incentive (Balanced Scorecard program)

• Incentives earned and partially paid monthly based on performance

• 192 hours of PTO annually

• Health and dental insurance (employee-only options fully covered)

• Company-paid short-term and long-term disability

• Company-paid life insurance

• Safe Harbor 401(k) with employer contributions
  

Position Details

• Full-time, non-exempt position (eligible for overtime)

• Standard schedule aligned with office hours; some weeks may exceed 40 hours

• In-office role
  

Qualifications

• 1–2 years of call center or customer support experience preferred

• Strong customer service mindset with goal-oriented approach
  

Physical Requirements

• Ability to sit and work at a computer for extended periods

• Frequent communication via phone and computer

• Close vision and ability to adjust focus

• Reasonable accommodations may be made as needed
  

Additional Requirements

• Ability to pass a CJIS background check

This job description does not list all the duties of the job. You may be asked to perform other assignments and duties. You will be evaluated in part based on your performance of the tasks listed in this job description.

Our Award-Winning Firm: We’re proud to be recognized by local, regional, and national organizations for our distinctive culture, great work environment, and our focus on ethics, quality and economic impact. Abacus’ distinctions include:

• Inside Public Accounting’s Top 300 Firm in the U.S. #280 – 2024, 2025

• An Inside Public Accounting’s Fastest Growing Firm in the U.S. - 2024

• Accounting Today’s No. 16 Fastest-Growing Firm in the U.S. – 2024

• An Accounting Today’s Top Regional Leader in the Midwest – 2023, 2024

• Inside Public Accounting’s Best of the Best Firms – 2023

• A Biz 417’s Best Place to Work – 2021, 2022, 2023, 2024, 2025

• An Accounting Today’s Top 100 Best Firms to Work For – 2009, 2010, 2020

• 2021 Better Business Bureau Torch Award Recipient – highlighting ethics and quality

• Finalist for Springfield Business Journal’s Economic Impact Awards – 2021, 2023

Website: AbacusPro.com

“Abacus!”, an independent member of the Crete Professionals Alliance, is the brand name under which Abacus CPAs, LLC and Abacus Business Consulting, LLC provide professional services. Abacus CPAs, LLC and Abacus Business Consulting, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Abacus CPAs, LLC is a licensed independent CPA firm that provides attest services to its clients, and Abacus Business Consulting, LLC provide tax and business consulting services to their clients. Abacus Business Consulting, LLC is not licensed as a CPA firm. The entities falling under the Abacus! brand are independently owned and are not liable for the services provided by any other entity providing the services under the Abacus! brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Abacus CPAs, LLC and Abacus Business Consulting, LLC.

Crete Professionals Alliance is an equal opportunity employer, considering all
applicants for employment regardless of race, color, religion, sex, gender identity,
pregnancy, national origin, ancestry, citizenship, age, marital status, physical
disability, sexual orientation, genetic information, or any other characteristic
protected by state of federal law.

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