Screen top international talent, onboard, run payroll, and manage performance.
Bookkeeping, Customer Support Specialist
Location
Mexico
Posted
59 days ago
Salary
0
Seniority
Senior
Job Description
Bookkeeping, Customer Support Specialist
OpsArmy
• Review and categorize transactions that cannot be automatically processed • Reconcile monthly books for assigned client accounts • Identify and flag unusual or questionable transactions • Ensure accurate coding based on standard accounting and IRS chart of accounts guidelines • Manage approximately 5–6 client accounts per specialist • Respond to client inquiries regarding transactions and bookkeeping matters via support platform • Conduct brief consultations (email or phone) to clarify transaction details • Maintain an empathetic and professional communication style • Handle cases requiring back-and-forth communication for accuracy • Review bookkeeping work prior to monthly close • Ensure compliance with bookkeeping standards and procedures • Escalate complex issues when necessary • Document customer interactions and updates in the support system • Follow internal workflows and bookkeeping procedures • Maintain organized financial records for audit and tracking purposes
Job Requirements
- Prior bookkeeping experience (any level)
- Familiarity with general accounting principles
- Strong English fluency (written and verbal)
- Customer service experience (essential)
- Excellent attention to detail and problem-solving skills
- Empathetic and people-oriented communication style
- Comfortable working asynchronously and with U.S. time zones
- Ability to accommodate flexible hours during peak tax seasons
- Experience with large accounting firms is a plus (e.g., Big 4 background)
Benefits
- N/A
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Customer Service Representative
CloudOneA fast-growing technology company focused on Consumer Acquisition that offers end-to-end marketing solutions.
• Placing a high volume of outbound calls to customers to schedule appointments. • Assisting customers with inquiries about products and services. • Providing individualized customer service of a high-standard professional level. • Building customer interest in products and services offered by our organization. • Maintaining and updating our customer database. • Providing feedback and insight on policies and processes.
• Provide timely and professional responses to customer inquiries and issues via email. • Handle a high volume of customer emails and maintain excellent response times. • Understand and empathize with customer concerns, actively listen to their needs, and provide accurate and appropriate solutions. • Troubleshoot customer problems and provide step-by-step guidance or instructions to resolve issues. • Maintain a comprehensive knowledge of company products, services, and policies to address customer questions effectively. • Escalate complex or unresolved issues to the appropriate team or supervisor for further assistance. • Document customer interactions, inquiries, and resolutions accurately in the customer support system. • Identify recurring customer concerns and provide feedback to improve products, services, and processes. • Collaborate with cross-functional teams, including sales, technical support, and operations, to ensure prompt and accurate responses to customer inquiries. • Stay updated on industry trends, product updates, and new features to provide informed assistance to customers.
• Building a rapport with the clients is key to being successful. • Connect with clients via phone/email/chat/and or social media to assist them with all their travel needs • A big part of what we do is researching the best deals, customs, weather, activities they can add while there, and more. • We teach you how to get all the info you need, to book any type of travel, whether it be cruise, resort, groups, or more. • We book directly with the vendors, and you will need to learn what vendors are best to use for the location your clients want to go to. • You will learn how to book air, resort, car rentals, Theme Park tickets, sporting events, cruises, show tickets, concerts, and more. • Develop and maintain a knowledge base of the evolving products and services. • The travel industry is always changing, and we offer trainings on new resorts and more so you can be more valuable to your clients. • By providing outstanding customer service before, during, and after their vacation, that ensures happy repeat clients. • By maintaining excellent client records, you will be able to assist repeat clients more easily.
Customer Service Virtual Assistant
JD OnlineIndia’s best academic online learning platform for design enthusiasts and the aspirants.
• Maintain and update client files • Ensure client satisfaction • Converse with clients via phone or email • Accurately answer client queries and deal with client grievances • Redirect urgent issues to the relevant departments • Generate quotes for clients as and when requested • Handle clients concerns and criticisms with patience • Mediate returns and refunds and process them accordingly • Inbox management • Receive, read and filter, and file customers email requests • Perform other duties related to Customer Service role as needed




