Client Relations Associate jobs in Roanoke, VA

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Client Relations Specialist - Bookkeeping
  • Guidant Financial
  • Roanoke, VA FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

    The wage for this position is between $57,000 - $62,000 annually.

    Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We're doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs - we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

    Our Values

    Adaptability: Change isn't scary. You embrace opportunities to adapt and bring others along.

    Connection: Connection is important. You lift others up because when they grow you grow.

    Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

    The Role

    Guidant financial is currently looking for a remote Client Relations Specialist. With moderate autonomy, this role will support the Bookkeeping and Tax Services department by coordinating various client communications, department workflows and processing responsibilities.

    What You'll Be Doing

    • Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity
    • Manage and prevent client escalations leveraging customer services and problem-solving skills with technical and product knowledge
    • Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions
    • Prepare and explain add-on billing charges
    • Process client terminations
    • Deliver high quality bookkeeping and tax service to a portfolio of clients of different sizes in multiple industries
    • Understand client business models to support with products, processes, and client relations
    • Advise on client communication and best practices


    Additional Functions

    • Support Maintenance, onboarding, and tax teams with phones or email, as needed
    • Contribute to department and team projects
    • Performs other duties as required


    Requirements

    • Must be 18 years of age or older
    • Bachelor's degree in Business, Accounting, or Finance or equivalent experience required
    • Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired
    • 3 years of progressive bookkeeping experience in a multi-client environment
    • 3 years of client servicing experience handling tasks of various complexity for small business owners
    • Understands small business accounting and tax services
    • Superior verbal (phone) and written communicator who knows how read their audience
    • Excellent working knowledge of Microsoft suite including Excel, Outlook and Teams
    • Skills in problem solving, process improvement, critical thinking, prioritization
    • Ability to work in an autonomous environment where you can be a self-directed, independent worker
    • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen


    Other Requirements

    • Must pass a background check
    • Must meet work from home requirements to qualify
    • Complete continuing education based upon current certifications


    For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.

    Benefits

    • Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
    • When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!
    • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
    • Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
    • Awesome Culture: Be part of Guidant's award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
    • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.


    This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

    The wage for this position is between $57,000 - $62,000 annually.
  • 12 Days Ago

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Facility Management Manager (Acute Care) - Salem, VA
  • Direct Client
  • Salem, VA FULL_TIME
  • Facility Management Manager (Acute Care) - Salem, VALocation: Salem, VASchedule: Full-time, Days (No Weekends)Pay renge- $32 - $49 hourlyKey Responsibilities:Oversee facility operations, budget manage...
  • 4 Days Ago

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General opportunity
  • HealthEcareers - Client
  • Blacksburg, VA FULL_TIME
  • Due to patient demand and a retirement, a practice near Blacksburg, VA is excited to welcome additional gastroenterologists to their staff. The clinic is located only minutes away from the Virginia Te...
  • 25 Days Ago

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Registered Client Service Associate
  • Morgan Stanley
  • Roanoke, VA FULL_TIME
  • POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Thro...
  • 4 Days Ago

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Client Service Associate
  • Davenport & Company
  • Roanoke, VA FULL_TIME
  • CLIENT SERVICE ASSOCIATE Location: Roanoke, VA OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business minded professional to join the Roanoke team. This full-time, non-exempt pos...
  • 22 Days Ago

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Client support associate
  • Jackson Hewitt - EMH
  • Martinsville, VA FULL_TIME
  • Benefits : Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development We are looking for someone who thrives in...
  • 1 Month Ago

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0 Client Relations Associate jobs found in Roanoke, VA area

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LPN Home Health Full Time
  • CenterWell Home Health
  • Roanoke, VA
  • Become a part of our caring community and help us put health first As a Home Health LPN, you will: * Provide professiona...
  • 12/15/2024 12:00:00 AM

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Admissions Representative
  • ECPI University
  • Roanoke, VA
  • Overview Admissions Representative This position will work at ECPI University's Roanoke, VA campus location. Transform y...
  • 12/15/2024 12:00:00 AM

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MANAGER, CUSTOMER SERVICE - ROANOKE, VA
  • Compass Group
  • Roanoke, VA
  • MANAGER, CUSTOMER SERVICE - ROANOKE, VAClick Here to Apply OnlineJob Description Canteen Location: Roanoke, VASchedule: ...
  • 12/13/2024 12:00:00 AM

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Armed Cleared Security Officer
  • Allied Universal®
  • Roanoke, VA
  • Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers t...
  • 12/13/2024 12:00:00 AM

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Internal Auditor Sr. - SOX & SOC1
  • Elevance Health
  • Roanoke, VA
  • Anticipated End Date: 2024-12-20 Position Title: Internal Auditor Sr. - SOX & SOC1 Job Description: Internal Auditor Sr....
  • 12/12/2024 12:00:00 AM

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Banquet Supervisor | Virginia Tech Club
  • Oak View Group
  • Roanoke, VA
  • Oak View Group: Oak View Group is the global leader in venue development, management, and premium hospitality services f...
  • 12/11/2024 12:00:00 AM

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LPN Home Health Full Time
  • CenterWell
  • Roanoke, VA
  • **Become a part of our caring community and help us put health first** As a **Home Health LPN** , you will: + Provide pr...
  • 12/11/2024 12:00:00 AM

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District Manager in Training - Environmental Services
  • Healthcare Services Group, Inc.
  • ROANOKE, VA
  • Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
  • 11/25/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 42.9 square miles (111.1 km2), of which 42.5 square miles (110.1 km2) is land and 0.3 square miles (0.8 km2) (0.8%) is water. Roanoke is located in the valley and ridge province of Virginia immediately west of the Blue Ridge Mountains and east of the Allegheny Mountains Within the city limits is Mill Mountain, which stands detached from surrounding ranges. Its summit features the Roanoke Star, Mill Mountain Zoo, the Discovery Center interpretive building, and an overlook of the Roanoke Valley. The Appalachian Trail runs...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Relations Associate jobs
$52,061 to $72,195
Roanoke, Virginia area prices
were up 1.2% from a year ago

Client Relations Associate in Arlington, VA
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Develops and maintains accurate files on each key referral source to provide the location with client information needed to build strong client/branch ties and deliver customer satisfaction.
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