About the Role:

The Client Experience Associate supports the New Development team by providing responsive, professional, and seamless communication to clients through phone and email. This role serves as a key resource for connecting clients with the right information and resources while applying strong administrative, accounting, and critical-thinking skills. The ideal candidate is dependable, quality-focused, and committed to responding with urgency and closing the loop on every client need.

Key Responsibilities

• Answer client calls promptly and provide professional, helpful support.
• Respond to client emails with clear, accurate, and timely communication.
• Connect clients seamlessly with the appropriate information, resources, or team members.
• Apply sound administrative and accounting knowledge when addressing client needs.
• Use critical thinking to assess questions, identify appropriate solutions, and determine when escalation is necessary.
• Maintain accurate and organized client information and administrative records.
• Review work carefully to ensure quality, accuracy, and completeness.
• Follow up on client requests and outstanding items to ensure issues are fully resolved.
• Respond with urgency while maintaining professionalism and excellent customer service.
• Spend approximately 50–75% of the shift on the phone supporting clients.

Qualifications & Skills
Important Skills:

• Excellent English verbal and written communication
• Exceptional customer service skills
• Strong critical-thinking and problem-solving abilities
• Administrative proficiency
• Foundational accounting knowledge
• Strong attention to detail and accuracy
• Effective phone and email communication
• Ability to prioritize and respond with urgency
• Strong follow-through and task ownership
• Ability to connect clients with the appropriate information and resources
• Dependable and consistent work habits

Ideal Personality & Mindset:

• Service-minded and client-focused
• Dependable and accountable
• Proactive and responsive
• Critical thinker who looks for solutions
• Professional and empathetic
• Detail-oriented and quality-conscious
• Organized and able to manage multiple priorities
• Resourceful and confident navigating questions
• Committed to closing the loop
• Calm and professional in client-facing situations

Tools & Technologies

• Microsoft Suite

Skills requirements:

• Excellent English verbal and written communication
• Strategic thinker
• Writing and documentation skills
• Must be able to prioritize work
• Courteous and friendly
• Organized and has great attention to detail and quality assurance
• Ability to build trust
• Ability to work independently and manage multiple priorities
• Phone communication skills
• Other skills as required

Software requirement:

• Licensed OS

Hardware requirements:

• 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
• Private and quiet dedicated home office area
• Modern computer and operating system
• Back-ups in case of power or Telco interruptions
• Good headset and webcam (Preferably noise-canceling headset)

Work Schedule & Environment

• Weekdays
• 8:00 AM–5:00 PM Pacific Standard Time
• 8-hour workday with a 30-minute break
• Remote, client-facing environment supporting the New Development team

Compensation

• $5/hour.
• All raises and bonuses are at the discretion of the client.