Client Services & Onboarding Specialist Position Available In Johnston, North Carolina

Client Services & Onboarding Specialist High Point Bookkeeping LLC Smithfield, NC 27577 High Point Bookkeeping is seeking a highly organized and client-focused Client Services & Onboarding Specialist to provide essential support to our team and ensure a seamless experience for our valued clients. This role requires a blend of exceptional communication, administrative, and technical skills to manage client interactions, facilitate onboarding processes, and support various operational needs. The ideal candidate will be a proactive problem-solver with a strong attention to detail and a commitment to delivering outstanding service.

Essential Duties and Responsibilities:

Client Communication and Support:

Serve as the primary point of contact for client inquiries, providing prompt, professional, and courteous assistance via phone and email. Manage and monitor multiple client service inboxes, ensuring timely and accurate responses. Conduct regular client check-in calls to maintain strong relationships and address any needs or concerns. Prepare and coordinate client greetings and mailings.

Client Onboarding:

Manage the new client onboarding process, ensuring a smooth and efficient transition. Conduct initial client meetings to establish project scope, gather necessary information, and set expectations. Assist clients with connecting bank accounts, setting up subscription payment methods, and obtaining bank statement access. Create and customize Chart of Accounts as needed.

Administrative and Operational Support:

Provide administrative support, including calendar management, vendor coordination, and follow-up. Monitor the conference room calendar and coordinate scheduling. Assist with property management duties, including monitoring related inboxes, scheduling repairs, and tracking lease agreements and insurance compliance. Prepare and distribute client communications, including blogs and newsletters.

Qualifications:

Proven experience in a client service or administrative role, with a focus on client interaction. QuickBooks experience a must. Client onboarding experience preferred. Excellent verbal and written communication skills, with a professional and courteous phone manner. Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines. Tech savvy, QuickBooks online, Google suite, proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software. Technical aptitude and the ability to learn new software and systems quickly. Ability to work independently and collaborate effectively with team members. Detail-oriented and resourceful, with a proactive approach to problem-solving. A minimum of 2 years of experience in a similar role is preferred.

Working Conditions:

Temp to hire position 20-30 hours per week $18-$20 per hour

To Apply:

Please submit your resume and cover letter to lori@thehighpointbookkeeper.com outlining your qualifications and experience.

Job Type:

Part-time Pay:

$18.00 – $20.00 per hour Expected hours: 20 – 30 per week

Compensation Package:

Profit sharing Yearly bonus

Schedule:

Monday to

Friday Work Location:

In person