Plumb, Inc. Defunct
Client Account Specialist - Financial Operations
San Diego, CA | $30 to $32 per hour | Full-time | U.S. based
We are hiring a Client Account Specialist to deliver exceptional financial services for high-net-worth clients. This is not an entry-level customer service role. It is a professional client-facing position where you will own relationships, coordinate financial operations, and ensure seamless delivery.
If you thrive in a fast-paced, high-accountability environment and enjoy being the trusted point person for your clients, we want to meet you.
About the Role
You will manage the full financial operations lifecycle for an assigned portfolio of clients: Act as the primary point of contact for assigned clients, delivering consistent, high touch communication Own every aspect of the client relationship: approvals, reconciliations, escalations, and documentation Provide proactive updates, anticipate questions, and deliver solutions before clients ask Manage a book of clients with varying complexity, adapting to shifts in volume and service levels as directed by the supervisor Communicate clearly and professionally across email, phone, meetings, and digital tools Ensure reconciliations are up to date and correct, escalating unusual activity or missing data Keep QBO files organized, rules clean, and digital folders audit-ready Help clients adopt and maximize digital tools including automated approvals, workflows, and reporting Serve as a liaison between the client and internal app team to provide feedback and resolve platform questions Flag inconsistencies, incomplete documentation, or patterns that pose operational or compliance risk Support onboarding by guiding clients through process setup, and communication expectations You will not be processing payments yourself. You will own the client relationship, manage deliverables, review accuracy, and ensure that everything is running smoothly across your client accounts.
Who We Are Looking For
2 or more years of experience in client service, bill pay, financial operations, or account management Minimum 1 year of hands-on experience using QuickBooks Online (QBO) Strong organizational and communication skills with the ability to manage clients with professionalism Exceptional written and verbal communication skills Strong attention to detail and quality assurance Ability to drive accuracy and accountability across teams (onshore and offshore) Proactive, risk-aware, and focused on delivering white-glove service Comfortable using cloud-based tools, collaboration platforms, and fintech apps Experience with Bill.com or Sage Intacct is a plus, but not required Why This Role
You will be the face of the client relationship, not just taking orders behind the scenes You will work with high-end clients and deliver professional-level service You will have the opportunity to drive improvements and scale the operation rather than follow script
This is a non-exempt (hourly) position. For all employees hired on or after January 1, 2025, the first 90 consecutive days of employment are required to be fully in-office.
After this period, the CSA transitions to a hybrid schedule, working in-office Tuesday, Wednesday, and Thursday, with the option to work remotely on Mondays and Fridays. Standard work hours fall between 8:00 AM and 7:00 PM, with exact schedules determined by business needs.
About Plumb
Plumb provides high-touch financial services for high-net-worth clients and family offices across the United States. We are a professional, detail-obsessed team delivering white-glove service at scale and we are growing. Join us and help redefine what great financial operations look like.
We are hiring a Client Account Specialist to deliver exceptional financial services for high-net-worth clients. This is not an entry-level customer service role. It is a professional client-facing position where you will own relationships, coordinate financial operations, and ensure seamless delivery.
If you thrive in a fast-paced, high-accountability environment and enjoy being the trusted point person for your clients, we want to meet you.
About the Role
You will manage the full financial operations lifecycle for an assigned portfolio of clients: Act as the primary point of contact for assigned clients, delivering consistent, high touch communication Own every aspect of the client relationship: approvals, reconciliations, escalations, and documentation Provide proactive updates, anticipate questions, and deliver solutions before clients ask Manage a book of clients with varying complexity, adapting to shifts in volume and service levels as directed by the supervisor Communicate clearly and professionally across email, phone, meetings, and digital tools Ensure reconciliations are up to date and correct, escalating unusual activity or missing data Keep QBO files organized, rules clean, and digital folders audit-ready Help clients adopt and maximize digital tools including automated approvals, workflows, and reporting Serve as a liaison between the client and internal app team to provide feedback and resolve platform questions Flag inconsistencies, incomplete documentation, or patterns that pose operational or compliance risk Support onboarding by guiding clients through process setup, and communication expectations You will not be processing payments yourself. You will own the client relationship, manage deliverables, review accuracy, and ensure that everything is running smoothly across your client accounts.
Who We Are Looking For
2 or more years of experience in client service, bill pay, financial operations, or account management Minimum 1 year of hands-on experience using QuickBooks Online (QBO) Strong organizational and communication skills with the ability to manage clients with professionalism Exceptional written and verbal communication skills Strong attention to detail and quality assurance Ability to drive accuracy and accountability across teams (onshore and offshore) Proactive, risk-aware, and focused on delivering white-glove service Comfortable using cloud-based tools, collaboration platforms, and fintech apps Experience with Bill.com or Sage Intacct is a plus, but not required Why This Role
You will be the face of the client relationship, not just taking orders behind the scenes You will work with high-end clients and deliver professional-level service You will have the opportunity to drive improvements and scale the operation rather than follow script
This is a non-exempt (hourly) position. For all employees hired on or after January 1, 2025, the first 90 consecutive days of employment are required to be fully in-office.
After this period, the CSA transitions to a hybrid schedule, working in-office Tuesday, Wednesday, and Thursday, with the option to work remotely on Mondays and Fridays. Standard work hours fall between 8:00 AM and 7:00 PM, with exact schedules determined by business needs.
About Plumb
Plumb provides high-touch financial services for high-net-worth clients and family offices across the United States. We are a professional, detail-obsessed team delivering white-glove service at scale and we are growing. Join us and help redefine what great financial operations look like.