Client Calls Specialist - Phone - first Role With Admin & Quickbooks Support - Remote Eligible
Uptalent.io
Client Calls Specialist — Phone-First Role with Admin & QuickBooks Support (Remote — US PST hours)
This is a phone-first position: you'll spend most of your time handling inbound client calls for US-based customers, providing friendly, professional support in clear English (Spanish a strong plus). Secondary responsibilities include light admin and bookkeeping tasks in QuickBooks (invoicing, AR/AP, basic reconciliations) as needed. Start part-time to demonstrate fit; strong performers will be offered full-time and greater bookkeeping/placement responsibilities. Training and close support provided — we want someone with a positive attitude who enjoys talking with clients.
What you'll do (high level):
- Handle inbound client calls in clear, professional English.
- Perform bookkeeping tasks in QuickBooks: invoices, AR/AP, reconciliations, basic reporting.
- General admin: email management, scheduling, client follow-ups, document organization.
- Support onboarding/training for new accounts and communicate status to the US-based team.
- Maintain accurate notes and follow-up items in our project tool.
Location: Remote (work from home, must overlap US Pacific Time) Type: Part-time (24 hrs/wk) with strong possibility to transition to Full-time (40 hrs/wk) Hours: 8:00 AM – 12:00 PM PST, Monday–Saturday (must be available these windows)