Client Service Specialist (Accounting Services)

FLORES; Santee (CA); On-site; USD 36,000 - 50,000; Full time

Job summary

FLORES is seeking a detail-oriented Client Service Specialist in Accounting Services to bridge new clients with our Accounting Services team. You will guide clients through onboarding, coordinate milestones, provide training, and ensure a smooth transition to ongoing accounting and reconciliation services.

You will build relationships, manage projects, and apply accounting knowledge to help clients succeed.

Qualifications

• HS diploma or equivalent is required.
• Accounting certification is preferred.
• Solid understanding of accounting functions and principles.
• Proficiency with Excel, Word, Outlook, and PowerPoint.
• Experience with ERP systems and client onboarding.

Responsibilities

• Guide clients through onboarding and implementation.
• Coordinate milestones and project timelines.
• Deliver training on accounting processes (AP, AR, GL, month-end).
• Maintain accurate client records and communications.
• Generate onboarding progress reports and ensure quality.

Skills

Onboarding

Project management

Client relationship

Communication skills

Attention to detail

Problem solving

Confidentiality

Team collaboration

Education

High school diploma or equivalent

Accounting certification

Associate's or Bachelor's in Accounting/related

Tools

Microsoft Office Suite

ERP systems

Job description

Client Service Specialist (Accounting Services)

Department: New Client Services Reports To: Director of Client Services Status: Full-Time, Non-Exempt Pay Range: $26.79 - $36.25 per hour

Join FLORES and Help Shape Exceptional Client Experiences

At FLORES, we believe that successful client relationships begin with an outstanding onboarding experience. We are seeking a detail-oriented, client-focused Client Service Specialist (Accounting Services) to serve as the bridge between our new clients and our Accounting Services team.

In this role, you will guide clients through the implementation process, coordinate project milestones, provide training and support, and ensure a seamless transition into ongoing accounting and reconciliation services. If you enjoy building relationships, managing projects, and applying your accounting expertise to help clients succeed, we want to hear from you.

What You'll Do

Client Onboarding & Relationship Management

• Serve as a primary point of contact for clients during onboarding and implementation.
• Conduct needs assessments to understand client accounting requirements and tailor solutions accordingly.
• Respond promptly to client inquiries and troubleshoot implementation challenges.
• Track onboarding progress and communicate project updates to clients and leadership.
• Deliver training on Accounting Services processes, including:
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Sales transactions
• General Ledger (GL)
• Journal entries
• Inventory postings
• Month-end close activities
• Ottimate invoice processing tools
• Sage Intacct services

Project Coordination & Implementation

• Partner with New Client Services and Accounting Services teams to support company growth initiatives.
• Coordinate onboarding activities and ensure project milestones are completed accurately and on time.
• Monitor project timelines and maintain implementation dashboards and tracking tools.
• Assist with reviewing and auditing onboarding workflows for quality and efficiency.
• Generate reports on onboarding progress, implementation outcomes, and client readiness.

Quality Assurance & Documentation

• Capture detailed meeting notes and follow up on key action items and milestones.
• Maintain accurate client records and documentation.
• Ensure all client communications are professional, timely, and error-free.
• Follow established procedures and collaborate effectively across departments.
• Protect confidential client information with the highest level of integrity.

Transition & Continuous Improvement

• Facilitate a smooth handoff from onboarding to the ongoing Accounting Services and Reconciliation teams.
• Identify opportunities to improve onboarding processes and client implementation experiences.
• Contribute ideas that enhance efficiency, scalability, and client satisfaction.

What We're Looking For

Required Qualifications

• High school diploma or equivalent.
• Accounting certification.
• Strong understanding of accounting functions and principles.
• Knowledge of:
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Sales accounting
• Cash management
• General Ledger (GL)
• Journal entries
• Inventory postings
• Month-end close processes
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, and PowerPoint).
• Experience working with ERP systems.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Associate's or Bachelor's degree in Accounting, Business, Finance, or a related field.
• Experience supporting client onboarding, implementation, or project management initiatives.
• Experience delivering training and presentations to clients or end users.

Key Competencies

• Exceptional organization and project management skills.
• Strong customer service mindset and commitment to client success.
• Ability to manage multiple priorities in a fast-paced environment.
• Confident presenter and trainer.
• Detail-oriented with strong follow-through.
• Proactive problem solver who anticipates challenges and develops solutions.
• Ability to maintain confidentiality and professionalism at all times.
• Collaborative team player with a positive attitude and growth mindset.

Why FLORES?

At FLORES, you'll have the opportunity to make a meaningful impact by helping clients successfully launch and adopt critical accounting services. You'll work alongside a supportive team that values collaboration, accountability, innovation, and exceptional service.

If you're passionate about accounting, client success, and creating seamless customer experiences, we encourage you to apply today.