Client Relations Specialist - Bookkeeping - Remote
We are a leading financial services company seeking a Client Relations Specialist to join our growing remote team. This is a full-time, permanent work-from-home opportunity available to candidates located in select states across the US.
In this role, you will provide excellent customer service and communication to our clients. Responsibilities include...
?? Fielding client questions and inquiries related to accounting, products, pricing, and processes. You will use your problem-solving skills to address issues of varying complexity and prevent escalations.
?? Guiding clients through product and service changes, explaining pricing, and following up on resolutions.
?? Processing client terminations with care and empathy.
?? Delivering high-quality bookkeeping and tax services to a portfolio of small business clients across industries. You'll develop an understanding of client business models to provide tailored solutions.
?? Advising on best practices for client communications and service.
?? Supporting other teams (onboarding, maintenance, tax) as needed.
?? Contributing to department and company projects.
Requirements
?? Bachelor's degree in Business, Accounting or Finance preferred
?? 3+ years experience in bookkeeping, ideally in a multi-client environment
?? 3+ years in a client service role handling varying complexity
?? QuickBooks online proficiency/certification a plus
?? Strong verbal and written communication skills
?? Skilled in problem-solving, critical thinking and process improvement
?? Comfortable working autonomously from a home office
?? Commitment to inclusion, diversity, equity and belonging
We offer a competitive salary between $57,000-$62,000 with excellent benefits including 3 weeks PTO, 11 paid holidays, comprehensive health coverage, 401k match, and more. Our people-focused culture provides training, career growth, work-life balance, and a sense of purpose. Join our remote team to empower entrepreneurs and make an impact!
Employment Type: Full-Time
Apply Job!