What are the responsibilities and job description for the Client Services Representative position at Magnify?
Position Overview
Seeking a client-facing Client Services Representative to serve as the primary point of contact for bookkeeping clients. This role functions as a customer service partner to the bookkeeping team while owning all client calls, meetings, and communication, while not performing the actual bookkeeping work. The ideal candidate has a solid accounting or bookkeeping background and excels at communicating financial concepts clearly and confidently.
Key Responsibilities
- Act as the main point of contact for assigned bookkeeping clients
- Lead all client calls and meetings, answering questions related to bookkeeping activity and financial processes
- Translate bookkeeping and accounting information into clear, client-friendly explanations
- Collaborate closely with internal bookkeeping staff to stay aligned on client accounts and updates
- Respond to client inquiries promptly and professionally
- Maintain strong client relationships and ensure a positive client experience
Qualifications
- Required: Background in bookkeeping, accounting, billing, or a related financial role
- Strong client-facing or customer service experience
- Excellent communication and interpersonal skills
- Comfortable leading conversations and managing client expectations
- Detail-oriented, organized, and able to handle multiple client relationships
- Professional, dependable, and service-minded
Salary : $55,000 - $70,000