Client Advisor

Job Summary

Passionate about delivering exceptional customer experiences, the full-time Client Advisor will manage a portfolio of business advisory clients remotely, providing expert guidance on financial statements, budgeting, and growth strategies while serving as the primary point of contact.

Key responsibilities

• Serve as the subject matter expert and first point of contact for clients, reviewing financials and conducting growth calls
• Prepare financial statements and facilitate decision-making processes for clients
• Manage the bookkeeping team for the client portfolio and oversee month-end close processes

Required qualifications

• Minimum of 2 years of accounting experience, including bookkeeping and small business accounting
• B.S. or M.S. in Accounting or Business or equivalent experience
• At least 1 year of experience in a client-facing role
• Ability to manage multiple clients and projects simultaneously
• Desire to grow client portfolio and willingness to pursue CFO certification