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A remote role at Assist World. Serve as the first point of contact for clients via phone, email, CRM, and client portals.
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Original listing text, shown exactly as published by the company.
Client Communications and Relationship Management
Serve as the first point of contact for clients via phone, email, CRM, and client portals.
Manage inbound and outbound client communications.
Respond to client inquiries professionally and promptly.
Provide excellent customer service while demonstrating empathy, patience, and professionalism.
Follow up with clients regarding outstanding requests, documentation, and open invoices.
Discovery Calls and Lead Qualification
Conduct discovery calls with prospective clients.
Identify client needs and determine appropriate services.
Answer basic accounting and tax-related questions.
Qualify leads and schedule strategy sessions when appropriate.
Maintain detailed notes and records within the CRM.
Administrative Support
Coordinate client onboarding processes.
Update and maintain CRM records.
Assist with documentation, workflows, and standard operating procedures (SOPs).
Support administrative projects and operational improvements.
Help implement updates related to the firm's expansion into North Carolina.
Client Outreach and Engagement
Conduct warm outreach to existing leads and prospects already within the firm's ecosystem.
Follow up on inquiries generated through marketing channels and social media funnels.
Re-engage inactive leads and clients.
Support client retention and relationship-building initiatives.
Billing and Reporting Support
Assist with client invoicing through QuickBooks.
Provide basic client reports upon request.
Track and follow up on unpaid invoices.
Minimum 3–4 years of experience in an administrative, client services, virtual assistant, or customer success role.
Experience working within an accounting, bookkeeping, tax, financial services, or related professional services environment.
Tax preparation
Accounting principles
Bookkeeping concepts
Small business financial operations
Strong verbal and written communication skills.
Experience handling client calls and customer service interactions.
Technical Skills
Microsoft Outlook
Microsoft Teams
Microsoft 365 Suite
CRM systems
QuickBooks (or willingness to learn quickly)
Experience with tax or accounting firm CRMs (TaxDome or similar platforms).
Client onboarding experience.
Lead qualification and discovery call experience.
Experience supporting professional service firms.
Soft Skills and Personal Attributes
Compassionate and empathetic
Patient and attentive
Highly organized
Detail-oriented
Professional and trustworthy
Comfortable discussing financial matters with clients
Proactive and resourceful
Able to balance customer service with business development objectives
Sales and Business Development Exposure
Discussing firm services with prospective clients
Identifying client needs
Guiding prospects toward appropriate solutions
Converting qualified inquiries into booked appointments or strategy sessions
Communicating naturally without sounding overly scripted
Success Measures
Client satisfaction and responsiveness
Discovery call effectiveness
Timely client onboarding
CRM accuracy and organization
Reduction in outstanding client communications
Follow-up completion rates
Overall quality of customer service experience
Ideal Candidate Profile
A seasoned virtual assistant, client success coordinator, or administrative professional with accounting or tax industry experience who genuinely enjoys helping people, can confidently discuss basic tax and accounting matters, and excels at building strong client relationships while supporting business operations.
Assist World
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