Client Relations Specialist - Bookkeeping

Freddie Mac; Charlotte (NC); Remote; USD 52,000 - 62,000; Full time

Job summary

A leading financial services company in Charlotte is seeking a skilled professional to lead client communications and deliver bookkeeping services. The role offers a competitive salary, flexible work arrangements, and opportunities for career advancement within a supportive culture. Ideal candidates will have a strong background in bookkeeping and client service, with proficiency in QuickBooks Online and Microsoft Office Suite.

Benefits

Comprehensive health coverage

Generous 401k match

Flexible work arrangements

Paid Time Off of 3 weeks

11 Paid Holidays

Qualifications

• Three years of progressive bookkeeping experience in a multi-client environment.
• Three years of client servicing experience with small business owners.

Responsibilities

• Lead communication processes with clients regarding technical inquiries.
• Manage client escalations using customer service skills.
• Deliver high-quality bookkeeping and tax services.

Skills

Problem Solving

Critical Thinking

Prioritization

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

QuickBooks Online

Microsoft Office Suite

Job description

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
- Flexible work arrangements with the ability to work from home
- Comprehensive health coverage with a free premium option, competitive salary, and generous 401k match
- Supportive and inclusive work culture that encourages employee empowerment and connection
- Paid Time Off of 3 weeks and 11 Paid Holidays to promote work-life balance

What to Expect (Job Responsibilities):
- Lead communication processes with clients, addressing technical accounting, product, pricing, and process inquiries
- Manage and prevent client escalations using customer service and problem-solving 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, or Finance, or equivalent experience
- Three years of progressive bookkeeping experience in a multi-client environment
- Three years of client servicing experience 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, process improvement, critical thinking, and prioritization
- Experience working in an autonomous environment as a self-directed worker
- Ability to create an inclusive workplace where all employees feel empowered

#FinancialServices #RemoteWork #CareerGrowth #Empowerment #InclusiveCulture

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