Client Service Associate

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Qualifications

• High school or equivalent (Required)
• QuickBooks: 2 years (preferred)
• Bookkeeping: 1 year (preferred)

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

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

Schedule:

• Day shift
• Tues, Wed, Thurs

Language:

• English is required.

Work Location:

• hybrid

Hours per week:

• 15

Typical start time:

• 9 AM

Typical end time:

• 2 PM

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

• Modern office setting
• Work-from-home days
• Growth opportunities

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:

• Sometimes

COVID-19 Precaution(s):

• Personal protective equipment is provided when needed.
• We continue to follow the CDC guidelines.

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