Client Relations Specialist - Bookkeeping

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 benefits including health coverage, paid parental leave, and a generous 401k match
• Supportive and inclusive work environment that empowers employees to voice their ideas and concerns
• Engaging company culture with opportunities to connect with senior leaders and participate in team events

What to Expect (Job Responsibilities):
• Lead communication processes with clients, addressing technical accounting and product-related inquiries
• Manage and prevent client escalations through effective problem-solving and customer service 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, Finance, or equivalent experience required
• Minimum of 3 years of progressive bookkeeping experience in a multi-client environment
• Minimum of 3 years of client servicing experience, particularly with 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) highly desired
• Skills in problem-solving, critical thinking, and process improvement
• Experience in creating an inclusive workplace where all employees feel a sense of belonging
• Ability to work autonomously in a self-directed manner

#FinancialServices #RemoteWork #CareerGrowth #InclusiveWorkplace #SmallBusinessSupport

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