Customer Service Agent

Company: Careerbuilder-US
Location: Bethesda
Posted on: January 21, 2023

Job Description:

Job DescriptionWho we are:Club Capital LLC is a rapidly growing firm offering Accounting, Tax, and CFO Services tailored to the insurance industry with clients spanning across the country. We provide a cloud-based financial infrastructure to our clients including tax services, bookkeeping, industry analytics and bench-marking services. Operating through the cloud for our clients, Club Capital staff work primarily on premises in our Bethesda, MD location but have been able to easily adapt to a remote workforce.Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to make stronger every day.. We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. Its about having the freedom to approach, own, and solve problems creatively.Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are currently a small team in need of additional staff to keep up with the growing workload. For further insight into the nature of the company go to www.club.capitalOverview of Position:We are looking for individuals who are passionate about providing small business owners with the best customer experience they have ever seen. As an Analyst at Club Capital you will work alongside Account Managers to facilitate servicing their portfolio of clients to help them grow their business. The Account Management team is the foundation of our clients customer experience journey. With their passion, insight, and customer advocacy, this team has helped us achieve exponential growth year over year with > 85% of growth coming directly from client referrals.As an Analyst at Club Capital, you' be working directly with the Account Management Team. You will focus on gathering and documenting business essentials that are necessary for the accounting team to generate monthly financial reports for our clients. Triaging client requests, prioritizing them and addressing them will also be part of your daily duties. This position is a true cross between business administration and customer success.Club Capital is a young, growing firm, with room to grow! We have offices in Bethesda, and the option for remote work has always been part of our model.Duties / Responsibilities:

• Act as the point of contact among executives, team members, clients and other external partners
• Gather the necessary bank, credit card and loan statements to help the accounting them generate monthly financial reports
• Manage information flow in a timely and accurate manner
• Help Account Managers prepare for client meetings
• Reach out to clients on an ad hoc basis to help get their accounts up to speed and/or to schedule meetings
• Answering phone calls in a polite and professional manner and delegating them to the team members
• Manage personal workload to deliver high quality work product on time
• Work across teams to keep others informed of client status (i.e. Club Capital Tax team and status of financials)Requirements / Qualifications:.
  • An exemplary teammate, ready to wear multiple hats, inspire those around you, and taking pride in yourself for maintaining a professional brand and image
  • Adaptability, as well as skills in dealing with uncertainties.
  • Good at meeting deadlines and solving problems
  • Solid understanding of accounting principles and financial statement presentation preferred.
  • Well organized and strong attention to detail
  • Exceptional client service along with the ability to develop excellent client relationships
  • Strong leadership and personnel management skills
  • Excellent Computer Skills - including Microsoft Office, Hubspot CRM and Google Suite.
  • University Degree in Business Management or Accounting (Preferred)Additional Information:Salary: $35-$40kCompetitive. Individuals are compensated commensurate with experience and productivity.Benefits: Unlimited PTO policy (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance.Club Capital LLC is an equal opportunity employer.Compensation: $35,000.00 - $40,000.00 per yearThis is a remote position.by Jobble

Keywords: Careerbuilder-US, Bethesda , Customer Service Agent, Accounting, Auditing , Bethesda, Maryland