Virtual Client Experience Specialist

hace 6 días


San José, San José, Costa Rica Business Financial Group A tiempo completo

About Business Financial Group

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Business Financial Group (BFG) is a leading provider of accounting services to business owners and independent consultants. Our mission is to help our clients achieve their financial goals by providing exceptional client support and expert accounting guidance.

The Job Description

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We are seeking a skilled Virtual Client Experience Specialist to join our team. As a key member of our virtual team, you will play a critical role in delivering exceptional client experiences and driving business growth.

Main Responsibilities

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  • Deliver exceptional client support through timely response to client inquiries, resolving issues promptly, and providing clear explanations of accounting concepts and procedures.">
  • Develop and maintain strong relationships with clients, understanding their business needs and preferences, and tailoring our services to meet those needs.">
  • Collaborate with the Accounting Team to ensure seamless execution of accounting tasks, including data entry, reconciliations, and financial statement preparation.">
  • Identify opportunities to upsell and cross-sell BFG's services to clients, working closely with the Sales Team to develop and implement strategic plans.">
  • Maintain accurate and up-to-date records of client interactions, transactions, and correspondence.">
  • Stay up-to-date with industry developments, best practices, and regulatory requirements, applying this knowledge to enhance our services and improve client outcomes.">
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Requirements

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To succeed in this role, you will need:

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  • A bachelor's degree in a business-related field, such as accounting, finance, or business administration.">
  • Minimum of two years of experience in client service, preferably in an accounting or financial services environment.">
  • Proven experience in project management, with a track record of delivering high-quality results under tight deadlines.">
  • Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.">
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.">
  • Proficiency in accounting software, including QuickBooks, Xero, or similar platforms.">
  • Ability to work independently and as part of a team, with a strong focus on collaboration and mutual support.">
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What We Offer

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As a Virtual Client Experience Specialist at Business Financial Group, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for career growth and professional development.



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