This is a remote position.
Business Financial Group (BFG) is a premier accounting firm based in Atlanta, Georgia, dedicated to helping business owners and independent consultants focus on growing their businesses while we handle their accounting, tax, and payroll needs.
We are seeking a motivated and detail-oriented Client Service Associate (CSA) to join our virtual team. This role is crucial in ensuring seamless communication, providing top-tier client support, and maintaining an efficient operational workflow. The CSA will dedicate four hours daily to client support and four hours to sales support.

QUALIFICATIONS

• Bachelor’s degree in a business-related field.
• Minimum of two years of experience in client service.
• Proven experience in project, task, and ticket management.

SKILLS & COMPETENCIES

• Exceptional customer service and account management skills.
• Strong team player with the ability to work independently.
• Confident decision-maker with excellent communication skills (both verbal and written).
• Highly organized with attention to detail.
• Proficient in technology and eager to learn new software.
• Strong soft sales skills and the ability to engage prospective clients.

TECHNOLOGY REQUIREMENTS

• High-speed internet with the following minimum requirements (Test your speed at www.speedtest.net):