Client Specialist

About the Role

As a Client Specialist, you will be responsible for managing and supporting our Core Accounts within the Tax & Accounting, Audit sector. Your primary role will be to ensure client satisfaction, drive retention, and identify opportunities for small-scale growth through user add-ons and ancillary products. This role requires efficient handling of a large client base, primarily through campaign-based initiatives and responsive customer support. This is an entry level role.

Key Responsibilities:

Manage a large portfolio of Core Accounts, focusing on customer satisfaction and retention.

Respond promptly and effectively to customer inquiries and support requests.

Participate in and execute targeted campaign initiatives to engage with the Core Account base.

Identify and pursue opportunities for small upsells, such as user add-ons and ancillary products.

Monitor product usage and customer engagement levels within the assigned account base.

Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.

Maintain accurate and up-to-date records of client interactions and account status in the CRM system.

Contribute to the development and implementation of retention strategies for Core Accounts.

Stay informed about product updates and basic audit workflow processes to provide accurate information to clients.

Identify potential accounts that may be candidates for growth into higher spending tiers.

About You

Bachelor’s degree or equivalent experience.

0-1 year of experience in customer service, account management, or related field.

Basic understanding of tax and accounting software solutions preferred.

Excellent communication skills, both written and verbal.

Strong customer service orientation with the ability to build positive relationships.

Proficiency in using CRM systems and Microsoft Office Suite.

Ability to manage multiple accounts and prioritize tasks effectively.

Basic problem-solving skills and attention to detail.

Self-motivated with the ability to work both independently and as part of a team.

Adaptability to learn new products and processes quickly.

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What’s in it For You?

At Thomson Reuters, our people are our greatest assets. Here are some of the benefits we offer for your personal and professional growth:

Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.

Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance; company-wide Mental Health Days Off; Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.

Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.

Social Impact: Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.

Purpose Driven Work: We have a superpower that we’ve never talked about with as much pride as we should – we are one of the only companies on the planet that helps its customers pursue justice, truth and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

Accessibility

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

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More information about Thomson Reuters can be found on https://thomsonreuters.com.