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

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