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Client Service Manager

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.

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2025 Riverside Drive, Columbus, OH 43221

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