Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support - Remote

Overview

This is a phone-first position focused on handling inbound client calls for US-based customers while providing administrative and QuickBooks support.

In Short

• Handle inbound client calls in clear, professional English.
• Perform bookkeeping tasks in QuickBooks: invoices, AR/AP, reconciliations, basic reporting.
• General admin: email management, scheduling, client follow-ups, document organization.
• Support onboarding/training for new accounts and communicate status to the US-based team.
• Maintain accurate notes and follow-up items in our project tool.
• Must be available during US Pacific Time hours.
• Part-time position with potential for full-time transition.
• Training and close support provided.
• Positive attitude and enjoyment in client interaction is essential.
• Spanish language skills are a strong plus.

Requirements

• Strong communication skills in English.
• Experience with QuickBooks preferred.
• Ability to work part-time hours initially with the possibility of full-time.
• Experience in customer service or client support roles.
• Organizational skills and attention to detail.
• Ability to handle multiple tasks efficiently.
• Familiarity with bookkeeping practices.
• Willingness to learn and adapt to new tools.
• Ability to work independently and as part of a team.
• Must have a positive attitude.

Benefits

• Flexible working hours.
• Opportunity to transition to full-time.
• Training and development support.
• Work from home.
• Supportive team environment.