Our clients' blueprint is our commitment. Join our team and help our clients achive success.
At Ntelly, Inc., you will be the primary liaison between our forward-thinking firm and clients, helping clients streamline their financial goals.
Client Relationship Associate
Location: North Tampa, Crystal River/Homosassa MSA
Department: Onboarding Services
Position: Part-Time / Full-Time
Salary: Competitive
Status: Open
Client Relationship Associate
As our Client Relationship Associate, you will be the primary liaison between our clients and our internal teams, ensuring that their needs are not only met but exceeded.
Introduction.
We are a forward-thinking accounting firm dedicated to helping our clients streamline their financial operations and stay ahead in a rapidly evolving market. We combine expert accounting knowledge with cutting-edge technology to deliver efficient, accurate, and personalized services. As our Client Relationship Manager, you will be the primary liaison between our clients and our internal teams, ensuring that their needs are not only met but exceeded. If you value clear communication, excel at building trust, and strive for attention to detail in everything you do, then we’d love to have you join our team. We welcome candidates who are eager to learn, as we provide comprehensive training—prior experience in a similar role is not a strict requirement.
Responsibilities.
- Act as the main point of contact for client communication, promptly responding to inquiries and addressing concerns.
- Build and maintain strong, long-lasting client relationships by understanding each client’s goals, challenges, and business needs.
- Coordinate with internal teams (accounting, tax, and finance) to ensure timely and accurate service delivery.
- Oversee new client onboarding, including technology setup and orientation to firm processes.
- Continuously monitor project timelines and deliverables, proactively identifying and resolving potential issues.
- Regularly gather client feedback to refine and improve service offerings and internal procedures.
- Present periodic performance and relationship metrics to leadership, tracking client satisfaction, retention, and overall engagement.
Qualifications.
- Associate Degree or higher preferred. Equivalent experience will be considered.
- Basic knowledge of accounting principles is preferred but not required.
- A strong willingness to learn.
- Demonstrated ability to effectively manage multiple tasks and client relationships simultaneously.
- Proficiency in using technology and software (e.g., CRMs, project management platforms, MS Office).
- Strong verbal and written communication skills with a client-centric focus.
Skills.
- Attention to Detail: Keen ability to spot inconsistencies and maintain accurate records.
- Organizational Skills: Expertise in prioritizing tasks and juggling competing deadlines.
- Technological Savvy: Comfort with learning new platforms, tools, and accounting software.
- Problem-Solving: Ability to find creative solutions to client concerns or process inefficiencies.
- Interpersonal Communication: Adept at establishing rapport, listening actively, and building trust.
- Team Collaboration: Willingness to support and learn from colleagues to achieve collective success.
Our Culture..
At Ntelly, we foster a supportive, collaborative, and growth-oriented environment. We believe in continuous professional development, transparent communication, and celebrating milestones as a team. Our culture is rooted in innovation, integrity, and client-centric values. We value diverse perspectives and encourage everyone to contribute ideas that drive us forward.Cash flow is the lifeblood of any business. With the proper business account, you can access tools and features that help optimize your cash flow.
Through our business referral, you also unlock bonus rewards that can make a difference in your bottom line.
Benefits.
- Competitive salary with performance-based incentives.
- Health Insurance Options.
- Retirement savings plan 401(k) with company match.
- Paid time off (PTO), plus holidays and flexible scheduling options.
- Ongoing professional development and support for certifications.
- Access to cutting-edge accounting and management software.
- Collaborative work environment with a strong emphasis on work-life balance.
