Client Service Manager

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Job Details

Qualifications

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

Full Job Description

Client Service Manager 

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

Education:

• High school or equivalent (Required)

Experience:

• QuickBooks: 2 years (Required)
• Bookkeeping: 1 year (Preferred)

Language:

• English required, additional languages are a plus. 

Work Location:

• One location

Hours per week:

• 15

Typical start time:

• 9AM

Typical end time:

• 2PM

Additional Qualifications are:

•  1 year of administrative experience and proven ability to provide detailed level administrative support. 
• Capacity and commitment to work 15 hours a week during traditional daytime business hours supporting clients.
• 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.
• Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.
• Commitment to maintaining the highest level of confidentiality while working with client data.
• A dedicated office space that has a reliable, high-speed internet connection.
• A job for which all ages, including older job seekers, are encouraged to apply

Phones:

• Takes all incoming calls and routes calls to staff when needed.
• Checks voicemail, records notes from voicemail and communicates with the person for who the communication was meant.
• Calls out to clients when needed. 
• Confirms appointments
• Assists marketing in event management. 

Other Client Driven Tasks:

• Sends out business cards to clients quarterly.
• Helps coordinate Christmas cards and gifts to clients.

Support:

• 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 management of the Accounting Manager.

Work Remotely:

• Sometimes

COVID-19 Precaution(s):

• Personal protective equipment provided or required
• Social distancing guidelines in place
• Sanitizing, disinfecting, or cleaning procedures in place
• All client meetings are virtual and we do no-contact drop-offs where we meet clients at their vehical in our parking lot to receive documents. 

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