Client Advisor (Customer Service Advisor)

Company Overview:
- Multiply Advisors is committed to empowering small business owners in the US with financial clarity and confidence.
- We deliver tailored financial solutions designed to drive business growth and informed decision-making by leveraging expertise in tax regulations and accounting along with advanced technology.
- We believe in transforming numbers into a vision that supports lasting, impactful relationships.

Big Picture Role Duties:
- Coordinate multiple projects to ensure timely completion.
- Excel in task tracking and ticketing-style management to prioritize, resolve overdue tasks, and adapt to any tool shifts.
- Assist with managing client accounts and maintaining accurate records.
- Handle scheduling and team coordination.
- Maintain clear, professional, and effective communication with clients and team members.
- Collaborate with accounting and advisory teams to support client needs.
- Assist with financial data and client inquiries with an understanding of US accounting and tax concepts.
- Keep schedules, documents, and workflows in perfect order.
- Support document management and maintain client records.

Key Responsibilities:
- Oversee schedules, track deadlines, and monitor progress across multiple client projects using comprehensive task management systems.
- Collaborate with senior leadership to align priorities and ensure project deliverables meet expectations.
- Prepare agendas, coordinate meeting materials, and follow up on action items after team and client meetings.
- Act as the primary liaison for communication between clients and internal teams.
- Draft and proofread client messages, ensuring clarity and professionalism.
- Join client-facing meetings as needed, particularly with international stakeholders.
- Organize and maintain documentation for client projects on shared platforms such as SharePoint and ClickUp.
- Handle scheduling, calendar management, and administrative workflows with precision and efficiency.
- Support financial processes by gathering and organizing client documents.
- Assist in creating financial reports or summaries under guidance from the accounting team.
- Assist in implementing new processes and software to streamline workflows.
- Support the senior leadership and the team with client research for accurate responses.
- Help the accounting team gather bank statements for financial reporting.
- Join recurring meetings with the leadership responsible for accounting and client advisory functions.
- Participate in scheduled meetings with senior leadership for strategic updates.
- Join the accounting collaboration meetings as needed based on project needs.

Day-to-Day Tasks:
- Monitor and manage client accounts, ensuring records are accurate and up to date.
- Assist in maintaining detailed documentation for client accounts, tracking interactions, deliverables, and deadlines.
- Support the client advisor team in streamlining client communications, ensuring timely and responsive interactions.
- Draft client messages and other outreach to facilitate clear and effective client engagement.
- Coordinate with the client onboarding team for onboarding new clients by setting up necessary software accounts.
- Collect required documentation from clients and schedule initial meetings with the client advisor lead and team members.
- Coordinate and schedule client meetings, including check-ins, insight meetings, and updates with clients, the leadership team, and internal teams.
- Prepare meeting agendas, review client files, and ensure follow-up on action items discussed.
- Draft new service proposals and renew contracts for existing clients, collaborating with senior management to ensure approval.
- Maintain client communication to ensure all contractual obligations are met.
- Work with the finance team to prepare and send accurate invoices, ensuring timely billing for client services.
- Address client inquiries regarding billing and resolve any issues promptly.
- Organize client documents, ensuring easy access and up-to-date filing within relevant systems.
- Perform administrative functions on the delivery machine, ensuring documentation is accurate and accessible.
- Coordinate with the accounting team to establish priorities and advocate for client needs.
- Gather necessary client financial documents for reporting purposes and support financial reporting activities.
- Respond to client queries and provide timely updates on their accounts.
- Work closely with the CEO to identify client needs and proactively suggest solutions to enhance client satisfaction.
- Attend daily syncs and team meetings to align tasks, address challenges, and ensure goals are met.
- Participate in scheduled strategic meetings with leadership to review process improvements and provide feedback.

Required Qualifications:
- Background in business administration, accounting, management, customer relations, customer experience, or a related field.
- Strong proficiency in verbal and written English communication skills.
- Minimum of 3 years of experience in client or account management, client services, or accounting support, ideally with a US accounting or tax firm.
- Proficiency in Microsoft 365, Google Sheets and Docs, SharePoint, Slack, ClickUp, Calendly, Zoom, Fathom or Vinyl, and Loom.
- Working understanding of US accounting principles and tax basics.
- Availability to work 7AM–4PM US Pacific Time, Monday to Friday.

Location: Remote - Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Guyana, Paraguay, Peru, Suriname, Uruguay, Venezuela

Skills required for this job:

• Calendly
• ClickUp
• Client relationship management (CRM)
• Customer service
• Google Workspace
• Microsoft 365
• QuickBooks
• SharePoint
• Slack
• US Accounting Standards
• US taxes
• Xero