Client Service Specialist

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. Why an applicant would be excited to join: • Not a traditional accounting firm role. PrimeNumbers positions itself as a Virtual CFO advisory practice, not a typical compliance-only CPA shop. Applicants get exposure to strategic, advisory-style client work rather than just data entry — they'll see how financial information translates into real decision-making for business owners. • Real variety, real ownership. The role spans onboarding, bookkeeping, AP/AR, payroll support, and reporting — not a single repetitive task. That breadth is appealing to someone who wants to build a broad skill set in their career. • Built-in growth path. Prior bookkeeping experience is a plus, but not required — training is provided. Combined with the expectation that the person can eventually "lead other teammates and assist with career development," this signals real upward mobility rather than a dead-end entry-level post. • Direct client impact. The person isn't buried in back-office work only — they're the face of the firm for many clients (greeting, resolving requests, building CRM relationships), so they see the tangible effect of their work on small business owners' financial lives. • Team-oriented culture. The "Team Player" requirement and emphasis on collaborative SOP maintenance suggest a tight-knit team where input and process improvement ideas are genuinely welcomed, not just tolerated. • Competitive pay and full benefits , which is a meaningful draw for an entry-to-mid-level office/accounting role. Responsibilities: Client Service • Greet clients and communicate professionally and respectfully • Facilitate and resolve client service requests (in person, email, phone) • Follow and help refine office procedures/workflows, recommending improvements • Execute new client onboarding (document collection, software setup, CRM entry) • Maintain timely, accurate data and notes in the CRM database Bookkeeping & Accounting Support • Help organize client financial information and confirm its accuracy/accessibility for the team • Perform entry-level bookkeeping: transaction entry/categorization in QuickBooks Online (or similar), and weekly/monthly bank and credit card reconciliations • Process routine AP/AR: enter vendor invoices, prepare client invoices, track outstanding balances • Organize and prepare client documentation (scanning, uploading to Canopy) to support tax preparers and senior staff, especially during tax season • Assist with payroll division administrative/operational functions, including basic payroll data entry and timesheet verification • Maintain strict confidentiality of client financial and personally identifiable information per firm policy Administrative • Participate in recurring meetings to help the firm stay ahead in client financial management • Prepare special reporting to support better management of the firm and/or its clients • Meet recurring monthly close and reporting deadlines, with awareness that hours may increase during tax season and other seasonal peaks • Update and manage internal SOPs whenever changes are made, keeping an active current version available to staff • Participate in other administrative and accounting functions for existing clients 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 Compensation: $20 - $30 hourly

• Client Service • Greet clients and communicate professionally and respectfully • Facilitate and resolve client service requests (in person, email, phone) • Follow and help refine office procedures/workflows, recommending improvements • Execute new client onboarding (document collection, software setup, CRM entry) • Maintain timely, accurate data and notes in the CRM databaseBookkeeping & Accounting Support • Help organize client financial information and confirm its accuracy/accessibility for the team • Perform entry-level bookkeeping: transaction entry/categorization in QuickBooks Online (or similar), and weekly/monthly bank and credit card reconciliations • Process routine AP/AR: enter vendor invoices, prepare client invoices, track outstanding balances • Organize and prepare client documentation (scanning, uploading to Canopy) to support tax preparers and senior staff, especially during tax season • Assist with payroll division administrative/operational functions, including basic payroll data entry and timesheet verification • Maintain strict confidentiality of client financial and personally identifiable information per firm policyAdministrative • Participate in recurring meetings to help the firm stay ahead in client financial management • Prepare special reporting to support better management of the firm and/or its clients • Meet recurring monthly close and reporting deadlines, with awareness that hours may increase during tax season and other seasonal peaks • Update and manage internal SOPs whenever changes are made, keeping an active current version available to staff • Participate in other administrative and accounting functions for existing clients