About the Role
This position centers on managing inbound client calls with professionalism and accuracy, while also handling administrative tasks and supporting accounting functions using QuickBooks.
Responsibilities
- Handle incoming client phone calls promptly and courteously
- Provide clear and accurate information to clients about services and processes
- Document client interactions thoroughly in the company system
- Assist with data entry and record maintenance
- Support billing procedures by preparing invoices in QuickBooks
- Respond to client inquiries via phone with a focus on resolution
- Escalate complex issues to appropriate team members when needed
- Maintain up-to-date client account information
- Follow up on outstanding client matters in a timely manner
- Assist with organizing digital files and records
- Process client payments and apply them correctly in QuickBooks
- Verify transaction details for accuracy before finalizing
- Coordinate with internal teams to resolve client needs
- Adhere to company protocols for call handling and data privacy
- Manage high call volume while maintaining service quality
- Identify recurring client questions and suggest process improvements
- Support onboarding of new clients through guided phone sessions
- Ensure compliance with financial documentation standards
- Maintain professional tone and demeanor during all interactions
- Track time and activities as required for reporting purposes
Nice to Have
- Experience in accounting or bookkeeping support
- Prior work in a remote, phone-based role
- Advanced QuickBooks skills including report generation
- Background in financial services or consulting
- Bilingual communication abilities
- Experience with time-tracking software
- Knowledge of data privacy regulations
- Customer service certification
- Familiarity with cloud-based collaboration tools
- Experience training or mentoring team members
Compensation
Competitive hourly rate based on experience
Work Arrangement
Remote position with flexible scheduling options
Team
Small, collaborative team focused on client satisfaction and operational efficiency
What You’ll Do
- Serve as the primary point of contact for client phone inquiries
- Deliver accurate responses and guide clients through processes
- Use QuickBooks to generate invoices and record payments
- Log all interactions to ensure continuity and accountability
- Maintain a client-first approach in every conversation
About the Team
- Work within a small, agile team that values responsiveness and precision
- Collaborate with operations and finance staff to resolve client needs
- Contribute to improving client communication workflows
- Receive ongoing feedback to support professional growth
- Be part of a culture that prioritizes reliability and clarity
Not available
