Client Service Specialist

📌 Key Responsibilities:

• Guide new clients through onboarding and act as the main point of contact

• Coordinate with internal teams to ensure smooth implementation and timelines

• Deliver training on accounting topics (AP, AR, GL, inventory, month-end, etc.)

• Track progress, manage workflows, and provide status updates

• Support a seamless transition to the ongoing accounting services team

✅ Requirements:

• Accounting certification (required)

• Knowledge of accounting principles (AP, AR, GL, journals, etc.)

• Strong project management and organizational skills

• Excellent communication and client-facing experience

• Experience with Microsoft Office and ERP systems