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JB
Jerry Bakewell & Assoc Inc
Client Services & Bookkeeping Specialist
Entry-Level JobVerifiedNo experience needed
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Oklahoma data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$35,358 / year median in Oklahoma
-1% projected decline
Job Description
Client Services & Bookkeeping Specialist We're looking for a dependable, detail oriented team member who enjoys people and numbers. This position plays an important role in keeping our day to day operations organized while also creating a welcoming, professional experience for our clients. You'll move between bookkeeping and administrative responsibilities, client communication, and the many little details that help a business run well. You'll be responsible for: Answering phones and assisting clients Maintaining organized files and information Managing scheduling and administrative tasks Following established processes and deadlines Protecting confidential client information Performing bookkeeping and financial data entry responsibilities Maintaining accuracy in all records Helping teammates when priorities shift Looking for ways to make every day processes more efficient You'll thrive here if you: Enjoy helping people Are comfortable learning new software and processes Take pride in doing things accurately Follow through on commitments Can move between detailed work and interruptions without losing your place Ask questions rather than guessing Can receive feedback without taking it personally Notice what needs to be done Enjoy being part of a team Understand that great client service and accurate bookkeeping are equally important You don't have to know everything on Day 1. We're interested in someone who brings the right combination of ability, curiosity, reliability and willingness to learn. This isn't a job where you'll spend all day focused on a computer. You'll move between detailed financial work, client communication, phones, and unexpected interruptions. Some days will require intense concentration. Others will require you to put down what you're doing and help someone standing in front of you. We're looking for someone who enjoys that variety and can stay accurate when the day gets busy.