Client Relationship Manager

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Business Financial Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2004

🤝 B2B

💸 Finance

B2B • Finance • Accounting

Business Financial Group is a licensed accounting firm based in Georgia that specializes in comprehensive accounting services. They cater to business owners, executives, and independent professionals by offering a wide range of services including tax preparation, tax relief, bookkeeping, payroll, business advisory, and financial planning. Known for their professionalism and expertise, Business Financial Group aims to simplify complex tax laws and provide reliable support to clients navigating their financial needs.

📋 Description

• Welcome new clients after engagement agreements are signed • Explain onboarding requirements and next steps • Assist clients with onboarding forms and questionnaires • Monitor onboarding progress • Ensure smooth transition from sales to production • Request required client documents • Follow up on missing information • Track document collection deadlines • Maintain document collection status within CRM • Ensure internal teams receive complete information • Identify project delays and blockers • Communicate with clients regarding missing items • Coordinate with internal teams to remove obstacles • Schedule and coordinate meetings between clients and team members • Maintain accurate client records • Update project statuses • Record client communications • Track open tasks and follow-ups • Serve as a trusted client contact • Respond professionally to client inquiries • Provide project status updates

🎯 Requirements

• Minimum 3 years of experience in client services, customer success, account management, client relations, executive assistance, administrative coordination, or project coordination. • Excellent spoken and written English. • Strong organizational, communication, and multitasking skills. • Experience using CRM systems and scheduling tools. • Ability to work independently in a remote environment while supporting U.S.-based clients.

🏖️ Benefits

• Reliable high-speed internet • Professional home office setup • Backup power and internet solutions preferred