Client Success Representative

About Us

G2 Business Solutions is a premier managerial accounting firm specializing in financial strategy, bookkeeping, payroll, and tax services for real estate entrepreneurs. We help our clients streamline financial operations, maximize profitability, and scale their businesses.

We are looking for a Client Representative to join our team and support our Client Success Manager. This role is essential in ensuring an excellent client experience through proactive communication, coordination, and organization.

What You’ll Do

As a Client Representative, you will:
? Communicate directly with clients via email, phone, and video calls.
? Coordinate and schedule client meetings, ensuring seamless scheduling and adjustments.
? Deliver client reports and ensure they receive timely updates.
? Answer client inquiries with professionalism and efficiency.
? Respond promptly to client emails and phone calls.
? Organize client files and maintain accurate documentation.
? Prepare detailed meeting notes and follow-up tasks.
? Manage calendars, schedule appointments, and adjust as needed.
? Engage in client appreciation initiatives to strengthen relationships.

Who You Are
?? Highly Organized: You thrive in a structured environment and can manage multiple client interactions efficiently.
?? Excellent Communicator: You are clear, professional, and proactive in both written and verbal communication.
?? Tech-Savvy: You are comfortable using scheduling tools, CRMs, email platforms, and virtual meeting software.
?? Detail-Oriented: You take pride in accuracy and ensure that no task falls through the cracks.
?? Problem-Solver: You can anticipate client needs and resolve inquiries with a solutions-driven mindset.
?? Team Player: You collaborate well with others and contribute to a positive work environment.

Requirements
???? Must be available to work U.S. Eastern Time (EST) business hours (40 hrs/week).
???? Experience in client support, customer service, or administrative roles preferred.
???? Strong proficiency in English (written & spoken).
???? Reliable internet connection and virtual work setup (computer, headset, quiet workspace).
???? Ability to manage scheduling, emails, and reporting tools effectively.
???? Experience in the financial, real estate, or accounting industry is a plus but not required.

What We Offer
? Competitive salary based on experience
? Opportunity to grow within the company
? Supportive and collaborative remote work culture
? Training and development opportunities
?13 Month Pay
? Both U.S. and Philippine Holidays

If you are a detail-oriented professional who loves working with clients and ensuring their success, we want to hear from you!
???? Apply Now: Submit your resume and a brief video and voice recording explaining why you’re a great fit for this role. You will not be considered for the position if you do not complete the application as requested.