Client Relationship Specialist

2 weeks ago

Los Angeles, California, United States Platform Accounting Group Full time
Descripción del Puesto

En respuesta a nuestro crecimiento continuo, estamos buscando un Especialista en Relaciones con Clientes para ofrecer un servicio financiero personalizado a clientes de altos ingresos y alto patrimonio en la industria del entretenimiento. Como Especialista en Relaciones con Clientes, desempeñarás una variedad de funciones contables y administrativas confidenciales y complejas para asegurar que se satisfagan las necesidades diarias de los clientes y sus familias.

¿Quiénes somos?

Platform Accounting Group es una firma de servicios profesionales en rápido crecimiento que ofrece servicios de impuestos, contabilidad, auditoría, consultoría de TI y gestión de patrimonio a pequeñas y medianas empresas y sus propietarios. Actualmente contamos con 29 oficinas en 11 estados, con un horizonte de crecimiento aún mayor. Comprendemos que cada empleado tiene diferentes necesidades, por lo que nuestro modelo de negocio único permite arreglos de trabajo más flexibles que la mayoría de las firmas pueden ofrecer. Disfruta de un entorno de trabajo profesional y dinámico mientras priorizas el equilibrio entre trabajo y vida personal.

Lo que harás:

  • Mantener libros contables para múltiples clientes y realizar actividades de contabilidad diaria, semanal, mensual, trimestral y anual para cada cliente.
  • Preparar estados financieros mensuales y trimestrales.
  • Gestionar las cuentas de los clientes, rastrear todos los ingresos y preparar informes de comisiones mensuales, manejar la gestión de efectivo, mantener registros financieros y proporcionar un servicio al cliente excepcional.
  • Manejar cuentas por pagar y cobrar, codificación de recibos de efectivo y entradas de diario, libro mayor, nómina, revisar estados financieros y crear facturas para ser enviadas a terceros.
  • Revisar saldos y estados de cuentas bancarias y aprobar transferencias según sea necesario.
  • Colaborar con miembros del equipo para asegurar que todas las tareas sean precisas y se completen a tiempo.
  • Mantenerse actualizado con los desarrollos de la industria y las mejores prácticas.
  • Realizar actividades diarias con los clientes y comunicación, incluyendo solicitudes y seguimiento oportuno de todos los asuntos pendientes.
  • Analizar contratos y supervisar todas las funciones relacionadas con los recibos y desembolsos de efectivo.
  • Asistir en la preparación de paquetes para reuniones y asistir a reuniones con clientes sobre proyecciones financieras, inversiones, análisis de contratos, seguros y otros asuntos según lo indique la dirección.
  • Monitorear la actividad de tarjetas de crédito, alertas de fraude, problemas de puntaje crediticio, renovaciones de seguros y reclamaciones.
  • Asistir con compras de vivienda y vehículos, revisar el correo del cliente y coordinar/completar solicitudes de préstamos de clientes.
  • Coordinar e interactuar con el departamento de impuestos en relación con fechas de vencimiento, documentación de apoyo, etc.

Lo que buscamos:

  • Título universitario en Contabilidad, Finanzas o un campo relacionado.
  • Dominio de aplicaciones de Microsoft Office como Word, Excel, PowerPoint y Outlook, y conocimiento de principios contables.
  • Amplio conocimiento y experiencia en el uso del software de contabilidad QuickBooks.
  • Experiencia en un rol orientado al cliente.
  • Capacidades demostradas de resolución de problemas, sentido de urgencia y capacidad para dar seguimiento.
  • Habilidades excepcionales de comunicación escrita y verbal y servicio al cliente.
  • Capacidad para manejar información confidencial con la máxima seguridad y tacto.
  • Compromiso con la profesionalidad, puntualidad y precisión.

Lo que ofrecemos:

  • Oportunidad de avance dentro de una firma de servicios profesionales en rápido crecimiento.
  • Capacitación y desarrollo continuo, tanto informal como formal.
  • Compensación competitiva.
  • Beneficios de 401(k) y médicos.
  • Educación continua patrocinada por la firma.

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