Client Service Specialist

PrimeNumbers

$87K *
Fargo, ND 58103In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Associate's degree required; Bachelor's degree preferred or equivalent experience
  • 2-4 years in an office setting, ideally in finance-related roles
  • Strong communication skills for team and client interactions
  • Detail-oriented with comfort in handling numbers
  • Leadership capability to mentor teammates
  • Proficiency in Microsoft Office; familiarity with QuickBooks Online is a plus
  • Team player mindset essential
  • This position is strictly on-site in Fargo, ND.

Responsibilities

  • Support financial processes for small business clients
  • Perform client service, bookkeeping, and administrative tasks
  • Engage in constant communication with clients and team members
  • Assist in training and developing junior staff
  • Utilize technology for efficient workflow
  • Ensure accuracy in bookkeeping and related tasks
  • Collaborate with the team on various operational functions

Benefits

  • Training provided for bookkeeping tasks
  • Opportunities for career development and advancement
  • Dynamic team environment
  • In-person collaborative culture
  • Supportive management structure
Full Job Description
Description

Overview: The Client Service Specialist is a foundational role on the PrimeNumbers team, supporting the financial process for a portfolio of small business clients across client service, bookkeeping, and administrative functions. It's a hybrid role that touches client relationships, hands-on accounting work, and internal operations.

Responsibilities

$42

Qualifications

Education & Work Requirements:
• Associate's degree, or Bachelor's degree preferred, or equivalent combination of education and experience
• Have a minimum of 2-4 years in an office setting, preferably centered around the financial industry; prior bookkeeping experience is a plus but not required, as training will be provided
• Extraordinary communication skills, as constant interaction between team members and clients is done
• Comfort working with numbers and attention to detail for entry-level bookkeeping tasks
• Ability to lead other teammates and assist with career development
• Proficiency in all facets of technology, including Microsoft Office; familiarity with QuickBooks Online or similar accounting software is a plus
• Must be a Team Player
This is an on-site position based in our Fargo, ND office; it is not a hybrid or remote/work-from-home role

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