Client Support Specialist - Remote

Overview

Our client is a U.S.-based boutique tax advisory firm specializing in helping high-net-worth individuals and business owners legally reduce their tax liabilities. They pride themselves in delivering a white glove client experience — proactive, individualized, and detail-oriented service that ensures every client feels supported at every stage of their journey.

In Short

• Deliver white glove service to clients by managing communications across email, phone, text, Slack, and CRM systems.
• Support client onboarding, including conducting welcome calls and setting up portals.
• Track and manage ongoing projects, ensuring deadlines are met.
• Maintain CRM systems with accurate notes and updates for Tax Professionals.
• Schedule meetings and coordinate quarterly client reviews.
• Develop and refine systems to improve team efficiency and client satisfaction.
• Proactively identify and escalate issues to ensure client needs are met.

Requirements

• Experience supporting high-value clients in professional services.
• Highly organized and client-focused.
• Ability to thrive in a fast-paced environment.
• Strong problem-solving skills.
• Familiarity with CRM systems like Canopy and Sales Automator.

Benefits

• Opportunity to work with a reputable U.S.-based firm.
• Flexible remote work environment.
• Engaging work with high-net-worth clients.
• Supportive team culture.