US Junior Client Executive

About the Role

What We Are

Though this work may sound traditional in nature, we’re not the average accounting and financial services company. We believe that being extraordinary is about doing the right thing, not just being seen to do so from time to time. So, we spend our days as a business in service of others, not just by crunching numbers but by providing real support for every person and organization we work with.

The relationship between our clients and us is a powerful thing. Our mission is to care, support, and delight our clients in a way that no one else does.

During the last few years, we have experienced 10x growth – and we want to keep this going.

We believe in big things. We believe in big results. And when we start small, we believe people can grow and evolve into something great and in this expansion, we wish to bring along with us our Experienced US Junior Client Executive who will play a key role in how we continue to push the limitations on how we service our clients.

Who You Are

As a Junior Account Executive, you will play a crucial role in teaming with our Client Executives to ensure smooth and efficient operation and communication with our client accounts. Your responsibilities will encompass a wide range of tasks, including but not limited to, client support, account setup, onboarding assistance, workflow management, calendaring and communication, and administrative work.

This role will allow our Client Executives to focus on building strong client relationships and addressing client needs effectively.

What You Do

1. Client Executive Support:
– Maintain regular and professional communication with the assigned Client Executive.
– Stay current with all client projects, understanding project requirements and timelines.
– Provide proactive support to the Client Executive to ensure they are well-prepared for client interactions and meetings.

2. Client Support:
– Assist in the monitoring and management of client communications, including emails, phone calls, texts, and inquiries.
– Maintain ongoing communication with the assigned Client Executive to ensure thorough tracking and management of client details and communications.
– Ensure that client inquiries are handled promptly and professionally.

3. Account Setup and Maintenance:
– Collaborate closely with the assigned Client Executive to facilitate the setup of new client accounts.
– Maintain meticulous client records and documentation, consistently following up on missing client-related items.
– Configure and manage relevant software applications, including QuickBooks Online, Financial Cents, FRONT, and DEXT, to support client operations effectively.

4. Onboarding Assistance:
– Provide valuable support during the onboarding process for new clients by collecting necessary documentation and information.
– Monitor and track the progress of client setup and gather any outstanding client information or documentation.
– Assist in the “Welcome Process” for all clients, ensuring they receive templated emails and that they are on the right track with setup and onboarding.

5. Administrative Tasks:
– Perform a range of administrative duties, such as data entry and document organization.
– Ensure that all client information is accurately recorded and securely stored in the appropriate locations.
– Manage scheduling and calendar activities for Client Executives, coordinating client meetings and internal team interactions.

6. Catch-up Work:
– Assist in addressing any backlog or outstanding tasks related to client accounts.
– Ensure that all client accounts are current, have no missing items, and are in overall good standing.

7. Team Collaboration:
– Our culture is based on teamwork by working closely with the Client Executive team to deliver comprehensive client support.
– Collaborate proactively with colleagues to share best practices, enhance operational efficiency, and contribute to the overall success of the department.

What Is Required of You

– Precise, responsive, well-written articulated individual.
– Responsible for client written responses and ensuring questions get answered.
– Preparing PowerPoint decks for client meetings, scheduling meetings,
– Preparing checklists and sending them to clients.
– Excellent communication and interpersonal skills.
– Experience in Microsoft Office 365 and accounting software.
– Knowledge in accounting, finance, or a related field (preferred).
– Strong attention to detail and accuracy.
– Ability to prioritize tasks and work effectively in a fast-paced environment.
– A willingness to learn and adapt to changing client needs and industry trends.
– Willing to listen and take direction on tasks assigned.

What Makes You Unique

– Not afraid of having difficult conversations.
– Believe that every client (human) deserves our best!
– You have an opinion on whether coffee or tea is better.

What You’ll Love in This Role

– You’ll have a better platform to grow and go farther in your career as a Junior Client Executive in our growing company!
– We accept your part-time or full-time commitment (preferred) to this role with a permanent Work-At-Home setup.
– You can work any flexible shift given you can meet the team, join meetings, and efficiently work on your deliverables.
– Base Salary: 3.50 – 4.00 USD / Hour