Client Service Representative

Job not on LinkedIn

🔥 2 minutes ago

🌐 Philippines, Paraguay, +4 more countries – Remote

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💵 $12k - $18k / year

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 0%

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VirtueStaff

11 - 50 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

VirtueStaff is a company specializing in providing highly skilled remote virtual assistants and experts at competitive costs. They offer a variety of services including administrative work, marketing, bookkeeping, customer service, and more, tailored for businesses looking to build efficient teams through remote staff. VirtueStaff claims to present only the top 1% of candidates, who are rigorously screened and vetted for excellence. They promise transformative opportunities for their candidates by offering potential earnings significantly above local salaries. The company supports quick onboarding and ensures candidates can work across different time zones to meet client needs. VirtueStaff provides dedicated support and guarantees a perfect fit with flexible, month-to-month contracts for their clients.

📋 Description

• Answer incoming phone calls, emails, and text messages promptly to assist clients with service inquiries and request status updates. • Document all client communications, task updates, and account notes accurately within Karbon, HubSpot, and Salesmsg. • Route complex accounting, payroll, and tax technical questions to designated staff members or accounting leads. • Monitor open client requests, track follow-up tasks, and ensure no communication falls through the cracks during busy tax deadlines. • Identify potential service breakdowns, client concerns, or communication delays and escalate them to firm managers when necessary. • Safeguard client confidentiality and handle sensitive financial and tax records with strict professionalism. • Maintain positive client relationships through proactive updates, empathetic listening, clear expectations, and reliable follow-through. • Collaborate with internal tax, bookkeeping, and accounting teams to ensure smooth service delivery and workflow efficiency.

🎯 Requirements

• Prior client service, customer support, or account coordination experience within an accounting, tax, or financial services environment is required. • Demonstrated hands-on experience using firm management and CRM platforms such as Karbon, HubSpot, or Salesmsg. • Proficiency in Google Workspace, Microsoft Office, and business phone, text, and email communication software. • Excellent verbal and written English communication skills with a professional and empathetic phone demeanor. • Strong organizational habits, high attention to detail, and the ability to manage multiple client priorities simultaneously. • Sound professional judgment regarding when to resolve client issues independently versus escalating them to senior tax staff.

🏖️ Benefits

• Work From Home • Performance Bonus

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