Client Relations Specialist

Client Relations Specialist opportunity with a fully remote company, working from home and assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses. The role involves guiding clients through onboarding and supporting them throughout their journey, requiring clear communication, attention to detail, and the ability to manage multiple clients at once. The company is committed to empowering employees to make a genuine difference for clients and their own professional paths.

Requirements

• 3+ years of client service experience handling complex requests
• 1–3 years of bookkeeping experience (multi-client environment preferred)
• Robust understanding of small business accounting and tax services
• Proficiency in QuickBooks Online (certification preferred)
• Excellent communication skills—both written and verbal
• Robust organizational skills with the ability to manage multiple clients at once
• Critical thinking, problem-solving, and attention to detail
• Proficiency with Microsoft Office tools (Excel, Outlook, Teams)
• Must be 18 years of age
• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications

Benefits

• Comprehensive health coverage (with a free premium option)
• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays