Client Support Specialist

Join the dynamic team at Level Up Strategies, LLC as a Client Support Specialist and work directly with our CEO. We are a growing accounting firm looking for a highly organized, competent, and timely professional. The ideal candidate will possess the ability to work independently, manage multiple clients and tasks seamlessly, and maintain a positive, confident, and professional demeanor. If you are eager to learn, grow, and make a meaningful impact, this is the perfect opportunity for you! Position Purpose The Client Support Specialist (CSS) is an integral member of our team, acting as a liaison between the client and the firm. This role is responsible for the overall client experience from onboarding through the coordination of service delivery. The CSS will allow the accountants, coaches and our grants team to more proactively serve clients and provide high-quality deliverables. Responsibilities The primary responsibilities of the Client Support Specialists are: Manages the client onboarding process and attends client-kick off meetings Manages engagement letter process and facilitates final signatures Sets clients up in systems and trains client on portal and other technologies; keeps client information current over time Serves as the main contact for client coordination and communication Schedules client meetings; organizes data ahead of time; coordinates attendance by team members Responds to client requests and routes to the correct team member if not resolved by the CSS Coordinates between the client service team and client to ensure documents and other information required for the client engagement are ready as needed Facilitates filings and e-filings Assists with 1099s, payroll processing and reporting Provides billing assistance Facilitates client offboarding and closing out of files Assists with proposal development, presentations, and other administrative needs Attends department and firmwide meetings as scheduled Prepares Word documents, Excel spreadsheets, and PowerPoints as requested Other projects and duties as assigned As you learn our procedures, we welcome recommendations to improve and systematize the effectiveness and efficiency of our interactions with clients. Core Schedule · Monday – Friday; 9am to 5pm (Must have 15 hours of availability during normal business hours) Additional support may be needed at times that is outside of the core schedule. These requests will be made sufficiently in advance for planning purposes Knowledge and Skills Requirements Ideal candidates will have either a minimum of three years of prior administrative experience or a minimum of an Associate degree A degree in Business Administration or Accounting is a plus Experience with a public accounting firm or professional services firm is highly desired One or more years of client service experience preferred Is comfortable working digitally Proficient with Microsoft Office, Excel, Word, and Outlook; PowerPoint is a plus Demonstrates strong communication skills, both verbal and written; and the ability and confidence to communicate with clients as well as all levels of team members Shows discretion when handling confidential information Manages multiple client and internal projects simultaneously; can prioritize effectively Exhibits critical thinking and good judgment in decision-making; can problem-solve and provide solutions to new or unique needs Shows strong attention to detail Represents the firm in a positive, professional manner Job Type: Part-time Pay: $18.00 - $21.00 per hour Expected hours: No more than 15 per week Benefits: Professional development assistance Work from home Schedule: Monday to Friday Experience: Customer service: 1 year (Preferred) Ability to Commute: Wilmington, NC 28403 (Preferred) Work Location: In person