Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support job opportunity at Uptalent.io.

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Date2025-09-30T15:37:43.996Z bot
Uptalent.io Client Calls Specialist - Phone-First Role with Admin & QuickBooks Support
Experience: General
Pattern: full-time
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Costa Rica
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Client Calls Specialist — Phone-First Role with Admin & QuickBooks Support (Remote — US PST hours) Location: Remote (work from home, must overlap US Pacific Time) Type: Part-time (24 hrs/wk) with strong possibility to transition to Full-time (40 hrs/wk) Hours: 8:00 AM – 12:00 PM PST, Monday–Saturday (must be available these windows) About the role This is a phone-first position: you’ll spend most of your time handling inbound client calls for US-based customers, providing friendly, professional support in clear English (Spanish a strong plus). Secondary responsibilities include light admin and bookkeeping tasks in QuickBooks (invoicing, AR/AP, basic reconciliations) as needed. Start part-time to demonstrate fit; strong performers will be offered full-time and greater bookkeeping/placement responsibilities. Training and close support provided — we want someone with a positive attitude who enjoys talking with clients. What you’ll do (high level) Handle inbound client calls in clear, professional English. Perform bookkeeping tasks in QuickBooks: invoices, AR/AP, reconciliations, basic reporting. General admin: email management, scheduling, client follow-ups, document organization. Support onboarding/training for new accounts and communicate status to the US-based team. Maintain accurate notes and follow-up items in our project tool. Must-have Very good English (spoken and written) and strong Spanish. Proven remote experience working for US companies. Availability 8:00 AM–12:00 PM PST, Monday–Saturday (required). Comfortable talking on the phone and providing friendly customer service. Basic bookkeeping experience; QuickBooks experience preferred. Nice-to-have Experience in car dealership or autoparts industry. Experience taking calls + transitioning into increasingly responsible bookkeeping/admin work.

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