Roth&Co is a top-150 U.S. financial services firm specializing in tax, accounting, advisory and broad spectrum business services. Our growth is powered by a strong commitment to our people, offering platforms for accelerated professional advancement through high-level experience, mentorship programs, leadership opportunities and continued education. With over 250 team members spanning 5 locations around the globe in the U.S., Israel and the Philippines- Roth&Co was ranked by Inside Public Accounting as one of the fastest growing firms of 2022, and named by Accounting Today as a 2025 Mid-Atlantic Regional Leader and ‘Firm to Watch.’ The Roth&Co culture celebrates bold innovation, fosters intensive growth, and cultivates a network of expert support for you to reach your absolute best professional self.

Job description 

Seeking a dedicated Client Representative to support schools in child nutrition programs and other school-related grants in New York and New Jersey. This role involves client communication, administrative duties, and ensuring compliance with applicable regulations.

Responsibilities:

• Develop a comprehensive understanding of child nutrition programs and school grants.
• Communicate confidently and professionally with clients through phone, email, and in-person meetings.
• Handle administrative tasks to effectively support client needs.
• Ensure client compliance with relevant standards and guidelines.
• Conduct research, gather and analyze data.
• Identify challenges and develop effective solutions promptly.
• Collaborate with team members.
• Complete, file, and manage various applications and paperwork.
• Meet deadlines while maintaining high accuracy.

Qualifications:

• No prior experience required; training will be provided.
• Quick learner with the ability to rapidly apply new information.
• Strong research and problem-solving skills.
• Excellent communication skills, both verbal and written.
• Confident in client interactions and working within a team.
• Proficient in Microsoft Office Suite and general computer use.
• Knowledge of QuickBooks is a plus.
• Organized, detail-oriented, and capable of managing multiple tasks.

If you’re ready to advance your career in a collaborative, high-impact environment while taking on more responsibility and leadership, we want to hear from you!