Client Relations Specialist - Bookkeeping - Remote

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

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