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Client Relations Specialist - Bookkeeping
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Job Description
- Req#: F7B8825AEC
Employer Industry: Financial Services for Small Businesses
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
- Work remotely from the comfort of your home office with company-provided equipment
- Comprehensive health coverage with a free premium option, paid parental leave, and a generous 401k match
- Supportive and inclusive work environment that empowers employees to voice their opinions
- Engage in a fun and creative workplace culture with opportunities to connect with senior leaders and participate in company events
What to Expect (Job Responsibilities):
- Lead communication processes with clients, addressing technical accounting, product, pricing, and process inquiries
- Manage and mitigate client escalations using customer service and problem-solving skills
- Guide clients through product changes and follow up on resolutions
- Prepare and explain add-on billing charges and process client terminations
- Deliver high-quality bookkeeping and tax services to a diverse portfolio of clients
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 with small business owners
- Proficient knowledge of QuickBooks Online (QBO); certification highly desired
How to Stand Out (Preferred Qualifications):
- Superior verbal and written communication skills, adept at reading the audience
- Excellent working knowledge of Microsoft Suite, including Excel, Outlook, and Teams
- Skills in problem-solving, process improvement, and critical thinking
- Ability to work independently in a remote environment
- Experience in creating an inclusive workplace
#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #SmallBusinessSupport
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