This 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 multilocation accounting and financial services firm that s revolutionizing how businesses handle their financial operations. 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 tax services to 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 highgrowth 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 in financial services industry preferred
- Bachelor s degree or equivalent experience
- Professional demeanor and strong interpersonal skills
Benefits
- HMO coverage for eligible locations
Please note that since this is a permanent workfromhome 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.
ZR23257JOB
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 in financial services industry preferred Bachelor s degree or equivalent experience Professional demeanor and strong interpersonal skills