Client Relations Specialist - Bookkeeping

Freddie Mac; Provo (UT); Remote; USD 55,000 - 62,000; Full time

Job summary

A leading financial services company is seeking a motivated individual to join their team in Provo, Utah. The role involves leading client communications, managing escalations, and providing bookkeeping services. The company offers a competitive salary, flexible work arrangements, and a supportive culture focused on employee empowerment and growth. Ideal candidates will have a Bachelor's degree in Business, Accounting, or Finance, along with experience in bookkeeping and client relations. This is an excellent opportunity for career advancement within a collaborative environment.

Benefits

Comprehensive health coverage

Paid parental leave

Generous 401k match

Flexible work arrangements

Qualifications

• 3 years of progressive bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience handling various tasks for 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

Client Relations

Communication

Critical Thinking

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, allowing you to work from your home office
- Comprehensive health coverage, competitive salary, paid parental leave, and a generous 401k match
- Supportive and collaborative work environment with a focus on employee empowerment and inclusion
- Engaging company culture with opportunities to connect with senior leaders and participate in company events

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
- Effectively 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
- Proficient knowledge of QuickBooks Online (QBO); certification highly desired
- 3 years of progressive bookkeeping experience in a multi-client environment
- 3 years of client servicing experience handling tasks of various complexity for small business owners

How to Stand Out (Preferred Qualifications):
- Strong understanding of small business accounting and tax services
- Superior verbal and written communication skills with the ability to read an audience
- Excellent working knowledge of Microsoft Office Suite, including Excel, Outlook, and Teams
- Skills in problem-solving, process improvement, and critical thinking
- Ability to create an inclusive workplace where everyone feels a sense of belonging

#FinancialServices #ClientRelations #RemoteWork #CareerGrowth #InclusiveWorkplace

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