Client Relations Specialist - Bookkeeping

Freddie Mac; Dallas (TX); Remote; USD 62,000; Full time

Job summary

A leading financial services company is seeking a remote client services professional to manage client relations, address inquiries, and provide bookkeeping services. This role offers a competitive salary and opportunities for career advancement in an inclusive environment.

Benefits

Comprehensive health coverage

Generous 401k match

Paid Time Off of 3 weeks

11 Paid Holidays

Qualifications

• Minimum of 3 years of progressive bookkeeping experience.
• Minimum of 3 years of client servicing experience with small business owners.

Responsibilities

• Lead communication processes with clients regarding technical inquiries.
• Manage and prevent client escalations using customer service skills.
• Prepare and explain billing charges and deliver bookkeeping services.

Skills

Problem-Solving

Critical Thinking

Education

Bachelor's degree in Business

Bachelor's degree in Accounting

Bachelor's degree in 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
- Work remotely from home with company-provided equipment
- Comprehensive health coverage with a free premium option, competitive salary, and generous 401k match
- Paid Time Off of 3 weeks plus 11 Paid Holidays
- Be part of an inclusive work environment that values employee voices and fosters connection

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 billing charges, process client terminations, and deliver bookkeeping and tax services
- Understand client business models to support products, processes, and client relations

What is Required (Qualifications):
- Must be 18 years of age or older
- Bachelor's degree in Business, Accounting, or Finance or equivalent experience
- Minimum of 3 years of progressive bookkeeping experience in a multi-client environment
- Minimum of 3 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
- Strong skills in problem-solving, process improvement, and critical thinking
- Ability to create an inclusive workplace where everyone feels a sense of belonging
- Experience working autonomously in a remote environment
- Exceptional verbal and written communication skills

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