Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support

Client Calls Specialist Phone-First Role with Admin & QuickBooks Support (Remote US PST hours)

This is a phone-first position : you'll spend most of your time handling inbound client calls for US-based customers, providing friendly, professional support in clear English (Spanish a strong plus). Secondary responsibilities include light admin and bookkeeping tasks in QuickBooks (invoicing, AR / AP, basic reconciliations) as needed. Start part-time to demonstrate fit; strong performers will be offered full-time and greater bookkeeping / placement responsibilities. Training and close support provided we want someone with a positive attitude who enjoys talking with clients.

What you'll do (high level) :

• Handle inbound client calls in clear, professional English.
• Perform bookkeeping tasks in QuickBooks : invoices, AR / AP, reconciliations, basic reporting.
• General admin : email management, scheduling, client follow-ups, document organization.
• Support onboarding / training for new accounts and communicate status to the US-based team.
• Maintain accurate notes and follow-up items in our project tool.