Client Service Representative at VirtueStaff | chakrie

Requirements

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.

Responsibilities

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

Skills & expertise

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

Everything else on this page, kept up to date and available to every member of Chakrie at no cost at all.

Salary & benefits

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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