Client Services Manager

Job not on LinkedIn

November 25

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Logo of Remote Raven

Remote Raven

HR Tech • Recruitment • B2B

Remote Raven is a company that connects businesses with highly qualified virtual assistants to fill various roles across multiple industries. They focus on providing professional, college-educated, and well-trained remote workers from the Philippines who can handle diverse tasks, including customer service, bookkeeping, digital marketing, HR, healthcare, and web development among others. Remote Raven ensures that these remote workers are fluent in English and hold relevant degrees or certifications. They offer a simple and affordable recruiting process without start-up fees, aiming to help companies streamline their staffing needs with reliable remote personnel.

📋 Description

• The main duties of a Client Service Manager is to deliver client communication and financial information at or above expected delivery date and quality. • The CSM also supports our firms’s clients’ financial objectives by ensuring day-to-day accounting tasks are accomplished timely and accurately, and by providing defined financial reporting & analysis as well as observations and recommendations. • Maintain a reliable & consistent schedule – do what you say you are going to do when you say you will do it. • Responsible for providing weekly deliverables to the client, and/or ensuring weekly deliverables are provided by staff. • Responsible for providing period end financial statements to client, including balance sheet, income statement and statement of cashflows. This includes preparation of journal entries to properly state asset, liability, and capital accounts, preparing balance sheet reconciliations, analyzing GL detail and recording necessary entries to properly state operating activity. • Provides written financial analysis as needed to client to summarize results of operations as reported in period financial statements. • Provides guidance & direction to the company client service accounting team by coordinating & prioritizing duties and answering questions. • Reconciles financial discrepancies by collecting and analyzing account information. • Supports accounting controls by preparing and recommending policies and procedures. • Answers accounting procedure questions by researching and interpreting accounting policy. • Periodically prepares ad-hoc financial reports by collecting, analyzing, and summarizing account information and trends. • Maintains confidentiality of client financial information. • Responsible for making sure we are meeting the client’s expectations to retain our clients.

🎯 Requirements

• CPA • Years of experience successfully performing all facets of the accounting process • Highly proficient in Microsoft Office programs, specifically Excel • Experience in General Ledger programs, Quick Books a plus • Ability to attend to several tasks simultaneously • Attention to Detail • A team player with strong communication skills • Ability to meet deadlines -reliable for consistent results • Enthusiastic and professional, with a ‘can-do’ attitude • Focused on serving the client • Motivated – Self starter • Proficient in high volume client communications via email and phone calls

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