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
