Client Success Associate

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

Full Time

SALARY

$5

HOURS PER WEEK

40

DATE UPDATED

Sep 4, 2026

JOB OVERVIEW

Location: Remote
Schedule: Full-time, must be available during U.S. Eastern Time business hours
Compensation: $5

About B.D. Smith Wealth

B.D. Smith Wealth is a CPA firm focused on helping individuals, families, and business owners gain financial clarity, stay organized, and build lasting wealth.

We believe excellent service is about more than completing the work. Our clients should feel supported, informed, and cared for throughout the entire process.

We are looking for a warm, dependable, and highly personable Client Retention Specialist based in the Philippines who can help us create an exceptional client experience from beginning to end.

About the Role

We are looking for a warm, dependable, and highly personable Client Retention Specialist to help us deliver an exceptional client experience.

You will work closely with our Executive Assistant and accounting team, communicate regularly with clients, follow up on outstanding items, assist with our client portal, answer routine questions, and help keep client projects moving forward.

You will also serve as backup support for the Executive Assistant when needed and assist with light social media engagement.

Because this position involves frequent communication with U.S.-based clients, excellent written and spoken English is the most important requirement.

Key Responsibilities

Client Retention & Communication
> Regularly call and follow up with clients.
> Follow up on outstanding documents, forms, tasks, and requested information.
> Keep clients informed about next steps and help ensure nothing falls through the cracks.
> Answer incoming calls and make outgoing follow-up calls.
> Respond to client emails and messages professionally and promptly.
> Help clients navigate Financial Cents and upload documents.
> Provide patient, step-by-step technology support when needed.
> Document client communication and follow-up activity.
> Identify client concerns early and escalate them appropriately.
> Build genuine relationships so clients feel heard, valued, and cared for.

Executive Assistant Coverage
> Serve as a dependable backup to the Executive Assistant during scheduled time off or when additional coverage is needed.
> Provide phone, email, and basic administrative coverage.
> Assist clients with routine questions and requests.
> Learn the firm's processes and services thoroughly so you can confidently direct clients to the appropriate team member or next step.
> Support scheduling, communication, and other basic administrative responsibilities as assigned.

Light Marketing Support
> Assist with light social media engagement as directed by the marketing team.
> Engage professionally with comments, posts, and community interactions.
> Help maintain a warm and responsive presence across the firm's social media platforms.
> Escalate inquiries or potential leads to the appropriate team member.

What We're Looking For

> Excellent written and spoken English
> Strong grammar, listening, and communication skills
> Confident and professional on client calls
> Warm, personable, patient, and approachable
> Highly organized with excellent follow-through
> Proactive, dependable, and able to take initiative
> Comfortable managing multiple client follow-ups
> Coachable and able to work closely with a team
> Strong personality and culture fit
> Comfortable learning new technology, processes, and services
> Available during U.S. Eastern Time business hours
> Reliable computer, high-speed internet, and professional workspace
> Willing to use the company's approved time-tracking system during scheduled working hours

Experience in customer service, client relations, administrative support, banking, healthcare administration, hospitality, or professional services is preferred. Experience working with U.S.-based clients is a plus.

Full-Time Commitment

This is a full-time position that requires consistent availability and focus during scheduled working hours.
No moonlighting: This role is not suitable for someone maintaining another full-time job or ongoing freelance/client work that could interfere with their schedule, availability, performance, or responsibilities with B.D. Smith Wealth.

What Success Looks Like

You will be successful in this role when:
> Clients receive regular communication and consistent follow-up.
> Outstanding documents and tasks are followed up on without repeated reminders.
> Clients know who to contact when they need assistance.
> Client calls and concerns are handled professionally.
> The Executive Assistant has dependable backup support when needed.
> The accounting team receives needed information faster.
> Clients feel heard, valued, and cared for.
> You can independently follow the firm's established client service processes.
> You develop a strong mastery of B.D. Smith Wealth's services and can clearly explain, at a high level, what we offer and direct clients to the appropriate service or team member.
> You become a trusted, dependable part of the team.

Our S.T.A.R. Values
Every member of B.D. Smith Wealth is expected to reflect our S.T.A.R. values:

S: Serve Like Jesus
Treat clients and teammates with care, patience, respect, and a genuine desire to serve.

T: Take Accountability
Own your responsibilities, follow through on commitments, communicate proactively, and take responsibility for your work.

A: Act with Integrity and Excellence
Do what is right, protect client confidentiality, pay attention to details, and consistently strive for high-quality work.

R: Rejoice in the Journey
Maintain a positive attitude, embrace growth, support the team, and celebrate progress along the way.

How to Apply

Please submit:
> Your resume or CV
> A short written introduction
> A 2 to 3 minute introduction video sharing your client service experience, communication background, and why you would be a good fit for this role

We are looking for someone who wants to become a trusted, long-term part of our team and genuinely enjoys helping people.

SKILL REQUIREMENT
Customer Support Management Client Relationship Management
VIEW OTHER JOB POSTS FROM:
SHARE THIS POST
facebook linkedin
  BENCHMARKS  
Loading Time: Base Classes  0.0010
Controller Execution Time ( Jobseekers / Job )  0.0159
Total Execution Time  0.0177
  GET DATA  
No GET data exists
  MEMORY USAGE  
1,536,920 bytes
  POST DATA  
No POST data exists
  URI STRING  
jobseekers/job/Client-Success-Associate-1723810
  CLASS/METHOD  
jobseekers/job
  DATABASE:  onlinejobs (Jobseekers:$db)   QUERIES: 13 (0.0077 seconds)  (Hide)
0.0005   SELECT *
                                FROM exrates
                                WHERE rate_name = 'USD-PHP' 
0.0004   SELECT *
FROM `employer_jobs`
WHERE `job_id` = 1723810
 LIMIT 1 
0.0005   SELECT *
FROM `employers`
WHERE `employer_id` = 692373
 LIMIT 1 
0.0006   SELECT COUNT(*) AS `numrows`
FROM `t_thread` `t`
LEFT JOIN `t_thread_misc` `misc` ON `t`.`id` = `misc`.`thread_id`
WHERE `t`.`job_id` = 1723810
AND `misc`.`id` IS NULL 
0.0007   SELECT e.business_name, e.logo, e.website, e.rebill_date, e.date_added member_date, hits, DATEDIFF('2026-09-08',ej.date_added) duration_days, DATEDIFF('2026-09-08',e.rebill_date) duration_rebill, ej.*, e.deactivate FROM employers e, employer_jobs ej WHERE e.employer_id = ej.employer_id AND
                                   ((e.user_level >= '500' AND ej.date_added <= e.rebill_date)
                                   OR e.employer_id = '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-09-08',ej.date_added) <= 14 ))
                                   AND e.deactivate != 1 AND ej.deleted = 0 AND job_id = '1723810' 
0.0005   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1723810 
0.0014   UPDATE employer_jobs SET hit_counts = '***Sep-04-2026=585***Sep-05-2026=89***Sep-07-2026=2***Sep-08-2026=1' WHERE job_id= '1723810'  
0.0008   UPDATE employer_jobs SET monthly_hits = '***Sep-2026=677' WHERE job_id= '1723810'  
0.0004   SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id = '' AND job_id = '1723810' AND status LIKE 'sent%' ORDER BY id DESC  
0.0004   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `sc` ON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1723810 
0.0007   SELECT COUNT(*) AS `numrows`
FROM `employer_jobs`
WHERE `employer_id` = '692373'
AND `date_added` >= '2022-06-08' 
0.0004   select * from teasers 
0.0004   SELECT * FROM skill_categories WHERE skill_cat_id='' 
  HTTP HEADERS  (Show)
  SESSION DATA  (Show)
  CONFIG VARIABLES  (Show)