Client Care & Bookkeeping Specialist

Ron Turley AssociatesGlendale, AZ
Onsite

About The Position

This role is a true blend of front office, client care, and bookkeeping. You'll move between welcoming visitors, answering client questions, supporting billing follow-up, processing payments, and improving the small workflows that keep the office and finance operations running smoothly. As a member of the Finance and Administration team, this role reports directly to the Controller. We care more about attitude, ownership, curiosity, and aptitude than checking every box. If you don't meet every qualification but you're eager to learn, embrace technology, and take pride in doing great work, we want to hear from you.

Requirements

  • High school diploma or equivalent.
  • 2–4 years of bookkeeping, AR, accounting support, office administration, or similar experience.
  • Customer service or front desk experience, including handling inbound calls and emails from clients.
  • Proficiency with Microsoft 365 (Outlook, Excel, Word, Teams).
  • Excellent organization, communication, and attention to detail.

Nice To Haves

  • Associate's degree in Accounting, Business, or related field.
  • Accounting/ERP software experience.
  • Business travel coordination experience.
  • Remote deposit capture and online banking experience.
  • Experience improving processes through automation or AI tools.

Responsibilities

  • Partner with the Office Manager to deliver a front office experience that reflects RTA's culture — welcoming, organized, and professional.
  • Welcome visitors, candidates, customers, and vendors with warmth and professionalism; answer and route incoming calls; manage mail and deliveries.
  • Serve as a first point of contact for inbound client calls and emails — answering questions, routing complex issues to the right team, and ensuring every client feels heard.
  • Log and track client inquiries to ensure timely resolution and nothing falls through the cracks.
  • Support clients navigating billing questions, payment options, and account status with patience and accuracy.
  • Process accounts receivable payments and remote deposits accurately and on time.
  • Perform collections, dunning, and other AR-related activities.
  • Provide seamless front office coverage during planned Office Manager absences.
  • Occasionally coordinate business travel — flights, hotels, rental cars, itineraries.
  • Support meetings, events, shipping/receiving, and administrative projects.
  • Identify and implement opportunities to improve workflows through automation, AI, and continuous improvement.

Benefits

  • 401(k) with 6% Safe Harbor match (100% vested day one)
  • Flexible PTO model built on trust and manager-approved time off
  • Cigna dental, vision and PPO or HSA medical plan options with company contributions ($780–$1,950 annually)
  • Garner Health HRA program: up to $1,000 individual / $2,000 family reimbursement opportunity
  • Wellness rewards up to $350 annually
  • Virtual care and mental health support resources
  • Company-sponsored benefits including EAP, life, STD, LTD, legal plan, and identity theft protection
  • Additional employee perks, wellness initiatives, and discount programs
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