United States onlyThis is a remote position.
Schedule:- Monday to Friday, 8:30am to 5:30pm, Islandia, NY, USA, Eastern Time (with an hour unpaid break)
Client Overview:
Join a rapidly expanding, multi-locationaccountingandfinancialservicesfirm that’s revolutionizing how businesses handle theirfinancialoperations. With offices in major US markets and a growing international presence, we’re seeking talented professionals to support our next phase of growth. Our firm provides comprehensive bookkeeping,accounting, and taxservicesto a diverse client base, emphasizing technological innovation and exceptional client service.
Job Description:
This is an exciting opportunity to join a dynamic client relations team in a high-growth environment. As a Client Relationship Support Specialist, you’ll play a crucial role in ensuring seamless client experiences from onboarding through ongoing service delivery. Working directly with an experienced Client Relationship Manager, you’ll help shape and improve our client service processes while contributing to the firm’s continued expansion.
Responsibilities:
- Partner with the Client Relationship Manager to execute smooth client onboarding processes
- Create and manage professional engagement letters and service agreements
- Configure and maintain recurring billing systems for client accounts
- Coordinate with internal teams to ensure proper project assignment and tracking
- Maintain detailed client records and documentation
- Facilitate clear communication between clients and service delivery teams
- Support the development and implementation of client service improvements
Requirements
- Excellent written and verbal English communication skills
- Minimum 2 years of customer service or client relations experience
- Strong attention to detail and organizational capabilities
- Proficiency with business software and documentation systems
- Ability to work US Eastern Time zone hours
- Experience infinancialservicesindustry preferred
- Bachelor’s degree or equivalent experience
- Professional demeanor and strong interpersonal skills
Benefits
- HMO coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their benefits and taxes. The professional fees are at hourly rates, and the rate depends on your performance in the application process.
ZR_23257_JOB
Australia
South Africa only
United Kingdom only
