Client Service Manager

Tag Management Inc • San Diego, CA

14h • $30 - $42 • Onsite

About The Position

The Client Service Manager is the primary owner of the client experience and relationship manager for our financial operations lifecycle. In this role, you will bridge the gap between financial precision and exceptional customer service. While you must possess a solid foundation of basic accounting concepts (to understand general ledgers, rules, and balances), you will not perform manual payment data entry. Instead, you will act as the high-touch champion who coordinates with processing teams, guides the client, and ensures workflows are executed with absolute white-glove precision.

Requirements

• 2+ years of experience in high-touch client service, account management, or financial customer relations.
• Strong conceptual understanding of standard accounting processes, general ledger tracking, and file reconciliation workflows (without the need to manually code entries all day).
• 1+ years of experience navigating QuickBooks Online (QBO).
• Exceptional proficiency in Microsoft Excel and digital workflow platforms.
• Stellar written and verbal communication skills with a natural knack for building deep client trust, managing expectations, and setting clear boundaries.

Responsibilities

• Client Relationship Ownership: Serve as the primary, proactive point of contact for an assigned book of clients, delivering exceptional, high-touch communication.
• Workflow Coordination: Direct, monitor, and coordinate with the offshore processing team to deliver an accurate, seamless bill pay lifecycle.
• Communication & Escalations: Maintain a 24-hour turnaround time for client communications, anticipate client questions, and resolve customer service bottlenecks calmly and professionally.
• File & SOP Oversight: Review and update client SOP documents quarterly, ensuring that bank reconciliations are accurate and client QBO settings remain meticulously organized.
• Financial Consultation: Look "beyond the numbers" to explain the context behind a bill or balance to clients clearly, rather than just treating it as raw data entry.
• Risk Mitigation: Ensure strict adherence to client approval structures, flagging incomplete documentation or operational compliance risks early.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed