Client Relations Specialist - Bookkeeping - Remote | WFH
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
Similar Remote Jobs
Client Relations Specialist - Bookkeeping - Remote | WFH
Posted on: 16-07-2024 18:39
Remote Bookkeeper and Staff Accountant
Posted on: 16-07-2024 18:39
Tester
Posted on: 16-07-2024 18:39
Sr. Financial Analyst (Remote)
Posted on: 16-07-2024 18:39
Remote Customer Service / Work From Home
Posted on: 16-07-2024 18:39
Loan Processor/Underwriter - Work Remotely in the US
Posted on: 16-07-2024 18:39
Senior DevOps Engineer - REMOTE
Posted on: 16-07-2024 18:39
Principal Research Associate - Food & Nutrition - Telework
Posted on: 16-07-2024 18:39
CVS Data Entry Remote Job - Work Form Home Jobs
Posted on: 16-07-2024 18:39
Service Coordinator?/Client Services
Posted on: 16-07-2024 18:39
Financial Clearance Representative Associate - Remote near Minneapolis, MN
Posted on: 21-02-2025 00:00
Customer Service Posts - Myntra Careers 2023 - 2+ Years Experience Required
Posted on: 03-01-2025 07:36
Sales Strategy & Operations Associate
Posted on: 27-11-2024 06:07
Remote Team Leader (No Experience Required)
Posted on: 29-09-2024 00:00
WorkfromHome Part Time Phone Sales - All leads provided - $1200per...
Posted on: 16-07-2024 18:48
Technical Support Remote / Telecommute Jobs
Posted on: 17-09-2024 00:00
Online Jobs for Stay-at-Home Moms: Earn Income Without a Degree
Posted on: 29-08-2024 00:00
Remote Pharmacy Technician at CVS Health
Posted on: 16-07-2024 18:54
Manager - Project Management
Posted on: 08-07-2024 05:51
Virtual Data Entry Clerk - Typist / Full-time (Remote)
Posted on: 16-07-2024 18:52