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Client Relations Specialist - Bookkeeping
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Job Description
- Req#: 58D2AF46C9
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 home with company-provided equipment
- Comprehensive health coverage with a free premium option, competitive salary, and generous 401k match
- Supportive and collaborative work environment focused on employee empowerment and inclusion
- Paid Time Off of 3 weeks and 11 paid holidays to promote work-life balance
What to Expect (Job Responsibilities):
- Lead communication processes with clients, addressing technical accounting, product, pricing, and process questions
- Manage client escalations and leverage problem-solving skills to enhance customer satisfaction
- Guide clients through product changes and follow up on resolutions
- Process client terminations and prepare billing charges
- 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 for small business owners
- Proficient knowledge of QuickBooks Online (QBO) and excellent working knowledge of Microsoft Office Suite
How to Stand Out (Preferred Qualifications):
- Certification in QuickBooks Online (QBO)
- Strong problem-solving skills and experience in process improvement
- Ability to work independently in an autonomous environment
- Skills in critical thinking and prioritization
- Experience creating an inclusive workplace culture
#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #ClientRelations
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