This one is closed
Live roles like this one
- B 4h ago
- C 9h ago
- D 8h ago
- B 9h ago
See every "Client Service Representative" role →
Get new “Client Service Representative” roles by email
One email a day with what is new in "Client Service Representative". Nothing new, no email.
We confirm the address first, and every mail carries an unsubscribe link. Alerts are ours, not a third party's.
Why this grade This listing scored 54/100, which is a D. It lost the most ground on pay transparency. See the breakdown
- Description depth 20 / 20 How much the posting actually says about the work, measured in characters of real text.
- Freshness 15 / 15 How recently it was posted. Older postings are likelier to be filled or abandoned.
- Remote clarity 8 / 15 Whether "remote" means anywhere, or is quietly restricted to one country.
- Role specificity 6 / 10 Whether the listing is tagged well enough to tell what the role actually is.
- Corroboration 5 / 10 Whether more than one source carries this listing.
- Pay transparency 0 / 25 A published salary range, worth more than any other single factor because it is what a candidate cannot find out without applying.
Every figure above is arithmetic over the posting itself — its salary field, its text, its age, its tags and how many sources carry it. How the grades work →
This listing does not state a salary
$40k – $62k
That is the middle half of what comparable roles paid on this board over the last 90 days — 82 listings that did publish a figure, median $53k. It is not this employer's offer, and we have no idea what they pay. It is only what the rest of the market advertised.
Customer Service Mid level Contractor
VirtueStaff is seeking an empathetic and detail-oriented Client Service Representative on behalf of our client, a professional accounting and tax services firm. In this full-time role, you will act as the primary point of contact for clients, managing high-volume incoming phone calls, emails, and SMS communications. Utilizing platforms such as Karbon, HubSpot, and Salesmsg, you will provide prompt status updates, document client interactions, and ensure technical tax inquiries are accurately routed to the appropriate accounting professionals. This position requires prior experience supporting professional services, strong organizational discipline, and strict discretion when handling sensitive financial data.
Responsibilities
- 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
- 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
- Work From Home
- Performance Bonus
Originally posted on Himalayas
Apply for this role Opens himalayas.app — the link as listed; we have not yet verified it is the employer's own page
Quick question · anonymous · one tap
Would you apply to this job?
Answer to see what other job seekers said.
Your turn · no account needed
Help the next applicant
You may know something about this listing that we cannot see from here. One tap. No account needed. Signed-in reports earn points once the evidence agrees with you.
I know what it pays
Sign in with Google to earn points for reports — 100 confirmed points buy a week of Early Access.
Where this listing came from
- 25 Sep 2026 Himalayas first sighting
Seen on 1 board over 0 days.