Client Relations Specialist - Bookkeeping
Employer Industry: Financial Services
- Why consider this job opportunity:
- Salary up to $62,000 annually
- Opportunity for career advancement and growth within the organization, with over 20% of employees promoted in the last three years
- Comprehensive health coverage with a free premium option, competitive salary, paid parental leave, and a generous 401k match
- Flexible remote work arrangements with company-provided equipment
- Supportive and inclusive workplace culture that values employee voices
- What to Expect (Job Responsibilities):
- Lead communication processes with clients, addressing technical accounting, product, pricing, and process questions
- Manage client escalations using customer service and problem-solving skills
- Guide clients through service changes and follow up on resolutions
- Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients
- Advise on client communication and best practices
- What is Required (Qualifications):
- Must be 18 years of age or older
- Bachelor's degree in Business, Accounting, or Finance, or equivalent experience
- Minimum of 3 years of progressive bookkeeping experience in a multi-client environment
- Minimum of 3 years of client servicing experience for small business owners
- Proficient knowledge of QuickBooks Online (QBO); certification highly desired
- How to Stand Out (Preferred Qualifications):
- Understanding of small business accounting and tax services
- Superior verbal and written communication skills
- Excellent working knowledge of Microsoft Office Suite, including Excel, Outlook, and Teams
- Skills in problem-solving, process improvement, and critical thinking
- Ability to create an inclusive workplace environment
#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #ClientRelations
'We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.'
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