Uptalent.io
Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support
Uptalent.io, Wichita, Kansas, United States, 67232
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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr