Client Relations Specialist - Bookkeeping

Freddie Mac; Virginia Beach (VA); Remote; USD 52,000 - 62,000; Full time

Job summary

A leading financial services company is seeking a skilled professional to manage client communications and bookkeeping services. This role offers remote work, competitive salary, and opportunities for career advancement. Join a culture that values inclusivity and employee growth.

Benefits

Comprehensive health coverage with free premium option

Paid parental leave

Generous 401k match

3 weeks of Paid Time Off

11 Paid Holidays

Qualifications

• Minimum of 3 years of progressive bookkeeping experience.
• Minimum of 3 years of client servicing experience.

Responsibilities

• Lead communication with clients on technical accounting inquiries.
• Manage client escalations and deliver high-quality bookkeeping services.

Skills

Communication

Problem Solving

Client Servicing

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

QuickBooks Online

Microsoft Office Suite

Job description

Employer Industry: Financial Services

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 health coverage with a free premium option, paid parental leave, and a generous 401k match
- Enjoy 3 weeks of Paid Time Off and 11 Paid Holidays
- Be part of an inclusive and empowering workplace culture that values employee voices

What to Expect (Job Responsibilities):
- Lead communication with clients, addressing technical accounting, product, pricing, and process inquiries
- Manage client escalations utilizing 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
- 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) is highly desired

How to Stand Out (Preferred Qualifications):
- Certification in QuickBooks Online (QBO)
- Superior verbal and written communication skills, with an ability to read the audience
- Excellent working knowledge of Microsoft Office Suite, including Excel, Outlook, and Teams
- Strong problem-solving, process improvement, and critical thinking skills

#FinancialServices #RemoteWork #CareerGrowth #InclusiveCulture #ClientRelations

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