Client Associate

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Wix

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2006

💸 Finance

🤝 B2B

Finance • B2B

Wix is a Raleigh-based firm specializing in tax preparation, tax advisory, and small business accounting. The company is led by John D, a Certified Public Accountant with extensive experience in accounting practices including accrual, cash, project-based, and cost accounting. Wix is committed to understanding the unique needs of small businesses across various industries such as real estate, consulting, and construction management. The firm prides itself on providing individualized attention and guidance, helping clients navigate the complexities of tax codes and grow their financial operations.

📋 Description

• Initiate conversations with potential clients and respond to inbound inquiries. • Understand each client’s unique goals, challenges, and decision-making process. • Recommend tailored financial solutions based on client input and available data. • Guide clients through onboarding, product selection, and service implementation. • Maintain regular contact with clients to support retention and satisfaction. • Communicate insights and client feedback to internal teams to help improve offerings.

🎯 Requirements

• High school diploma or college degree preferred. • Excellent communication and interpersonal skills. • Strong organizational and time management abilities in a remote environment. • Proactive, self-motivated, and comfortable working independently. • Experience in client service, account management, or sales is a plus but not required.

🏖️ Benefits

• Competitive base salary plus performance-based bonuses and incentives. • Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. • A fully remote role with flexible scheduling. • Supportive team environment with ongoing training and mentorship. • Clear pathways for advancement within the company.