Client Service Representative

VirtueStaff

. Answer incoming phone calls, emails, and text messages promptly to assist clients with service inquiries and request status updates.

Posted 9/22/2026contractRemote • Philippines, Paraguay, Panama, Colombia, South Africa, EcuadorMid-LevelSenior💰 $12,000 - $18,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and account coordination within accounting and financial services, utilizing CRM platforms and communication tools to enhance client relationships and service delivery.

Highest-signal resume keywords

Client Service ExperienceCRM Platform ProficiencyGoogle Workspace ProficiencyOrganizational SkillsVerbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

KarbonHubSpotSalesmsgMicrosoft OfficeBusiness Communication Software

Soft Skills

Empathetic ListeningAttention To DetailProfessional Judgment

Tools & Technologies

Google WorkspaceCRM PlatformsBusiness Phone Software

Industry Keywords

AccountingTax ServicesFinancial ServicesClient Confidentiality

About the role

Key responsibilities & impact

Answer incoming phone calls, emails, and text messages promptly to assist clients with service inquiries and request status updates.
Document all client communications, task updates, and account notes accurately within Karbon, HubSpot, and Salesmsg.
Route complex accounting, payroll, and tax technical questions to designated staff members or accounting leads.
Monitor open client requests, track follow-up tasks, and ensure no communication falls through the cracks during busy tax deadlines.
Identify potential service breakdowns, client concerns, or communication delays and escalate them to firm managers when necessary.
Safeguard client confidentiality and handle sensitive financial and tax records with strict professionalism.
Maintain positive client relationships through proactive updates, empathetic listening, clear expectations, and reliable follow-through.
Collaborate with internal tax, bookkeeping, and accounting teams to ensure smooth service delivery and workflow efficiency.

Requirements

What you’ll need

Prior client service, customer support, or account coordination experience within an accounting, tax, or financial services environment is required.
Demonstrated hands-on experience using firm management and CRM platforms such as Karbon, HubSpot, or Salesmsg.
Proficiency in Google Workspace, Microsoft Office, and business phone, text, and email communication software.
Excellent verbal and written English communication skills with a professional and empathetic phone demeanor.
Strong organizational habits, high attention to detail, and the ability to manage multiple client priorities simultaneously.
Sound professional judgment regarding when to resolve client issues independently versus escalating them to senior tax staff.

Benefits

Comp & perks

Work From Home
Performance Bonus