Client Service Associate

Qualifications

Job Type: Part-time with potential for Full-time

Pay: $12.00 - $15.00 per hour based on experience

Schedule:

Language:

Work Location:

Hours per week:

Typical start time:

Typical end time:

We are professional, supportive, and customer-centric. Our work environment includes the following:

Additional Qualifications are:

One year of administrative experience and proven ability to provide detailed administrative support.
Capacity and commitment to support clients 15 hours a week during traditional daytime business hours.
Ability to communicate clearly and professionally, both orally and in writing.
Willingness to consistently and accurately follow established policies and procedures.
A passion for and a sense of personal satisfaction in delighting clients and helping small businesses succeed.
Confidence in learning and embracing new technology to solve client issues.
Commitment to maintaining the highest level of confidentiality while working with client data.
A dedicated office space with a reliable, high-speed internet connection if work from home is needed.

Duties:

Takes all incoming calls and routes calls to staff when needed.
Checks voicemail, records notes from voicemail, and communicates with the person for whom the communication was meant.
Calls out to clients when needed.
Confirms appointments
Assists marketing in event tasks.
Sends out business cards to clients quarterly.
Helps coordinate Christmas cards and gifts to clients.
Keeps the office tidy and presentable for clients and guests.
Supports accounting with data entry, such as entering values into spreadsheets and managing meeting notes and follow-up.
Manages office supply orders and keeps track of inventory under the Accounting Manager's management.

Work Remotely:

COVID-19 Precaution(s):

Please submit your resume and cover letter to accounting@touchefinancialsolutions.com if you meet the above qualifications.