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 At Talentify, we prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. Talentify is not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer Apply Job!