Client Resolution & Accounts Specialist Job at GetAgent (London)

Tax Resolution Specialist

We are seeking a highly skilled and experienced Tax Resolution Specialist to joi...

Location

United States , Gaithersburg

Salary:

60000.00 - 120000.00 USD / Year

Lanigan Ryan

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field
Minimum of 5 years of relevant experience in tax resolution or controversy
Knowledge of the IRS collection process and common tax issues faced by individuals and businesses
Familiarity with IRS e-Services and other relevant online tax systems
Excellent communication and negotiation skills

Job Responsibility

Review and respond to IRS and state tax notices
Develop strategies for resolving tax disputes, including negotiating payment plans, offers in compromise, and penalty abatements
Conduct in-depth research using resources such as IRS publications, tax code, and court rulings
Analyze and interpret complex tax laws and regulations
Represent clients during tax audits and appeals
Collaborate with other team members to ensure comprehensive client service
Complete interest or penalty calculations
Maintain a strong knowledge of federal and state tax laws and regulations

What we offer

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance

Fulltime

Accounts Receivable / Billing Specialist

We are seeking an Accounts Receivable Clerk to join our team. In this role, you ...

Location

United States , Phoenix

Salary:

28.00 - 32.00 USD / Hour

Bootz & Duke Sign Company

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or a related field
Previous experience as an Accounts Receivable Clerk or in a similar position in a construction related business
Advanced knowledge of Excel and accounting software
Familiarity with Microsoft Word, Outlook, and PowerPoint
Strong understanding of accounting principles and best practices
Excellent problem-solving and research skills
Strong written and verbal communication skills
Commitment to accuracy and attention to detail
Experience in SAGE software

Job Responsibility

Processing and accurately creating customer invoices
Entering invoices in client billing portals
Researching any account discrepancies and taking appropriate action for resolution
Creating accurate and informative reports
Collaborating with other departments to gather additional information

What we offer

401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Vision insurance
Paid Time Off
Career Growth Opportunities

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
Excellent communication, organization, and analytical skills
Demonstrated ability to challenge existing processes constructively and support continuous improvement
Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
English fluency (written and spoken) required

Job Responsibility

Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Account Protection Specialist

Our Fraud Servicing team is dedicated to protecting Bluevine and our customers b...

Location

United States , Jersey City; Salt Lake City

Salary:

23.00 USD / Hour

BlueVine

Expiration Date

Until further notice

Requirements

Minimum 2+ years of customer support experience, including direct client-facing interactions
Must be 18 years of age or older and able to meet all job requirements
High school diploma or GED required
Excellent written and verbal communication skills
Ability to follow a defined work schedule: shifts assigned between 8:00 AM – 8:00 PM ET, Monday through Friday
Compliance with hybrid work policy: 2 days in-office, 3 days remote each week
Dedicated, distraction-free home workspace with reliable internet (minimum speed of 100 Mbps)

Job Responsibility

Manage case queues to investigate and resolve potential fraud concerns and high-risk transactions across multiple channels (phone, email, chat, and social media)
collaborate with Security Operations, Backoffice Risk, and banking partners to strengthen fraud prevention
Serve as a subject matter expert on fraud and high-risk transactions, supporting all lines of business (LOBs) and expanding expertise through peer knowledge sharing
Deliver exceptional customer service by owning cases end-to-end—collaborating with internal partners and ensuring timely, effective resolution
Handle all high-risk cases with urgency, consistently meeting or exceeding service-level agreements (SLAs)
Partner with customers, business partners, and leadership to resolve concerns while recommending product or process improvements to mitigate future fraud risks
Collaborate with cross-functional risk teams to reduce fraud incidents, including Account Takeovers (ATO), social engineering, and other red flags
Work independently to manage multiple projects with shifting priorities
Support initiatives and special projects as assigned by leadership
Meet regularly with your leader and team to share trends, address customer concerns, and track progress toward department goals

What we offer

Excellent health coverage and life insurance benefits
401K with an immediate 3% company match
PTO, Company Holidays, and Flexible Holidays
Company-sponsored Mental Health Benefits, including 1:1 therapy
Over $1,000 each year to spend on your personal wellness
Monthly WFH stipends totaling over $1,000 annually
Generous, paid parental leave covering up to 20 weeks of leave for birthing parents and up to 12 weeks of leave for all other parents
Access to financial coaches and education sessions
Weekly catered lunches and fully stocked kitchen pantries
Community-based volunteering opportunities

Fulltime

Retention Specialist

As a Retention Specialist, you’ll bring energy, assertiveness, and a client-firs...

Location

Poland , Krakow

Salary:

8100.00 - 10100.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

Strong communication and influence skills, with the ability to collaborate across teams and present to stakeholders
Strong english skills both verbal and written with technical aptitude to effectively engage with disgruntled clients and conduct proactive outreach
Impeccable emotional intelligence and customer service skills including strong written and verbal communication
Ability to manage multiple clients, cases, and projects in a fast-paced environment
Background in client retention, account management, or customer success with measurable success
Solutions-oriented and proactive mindset with strong problem-solving skills
Adaptability and agility to comfortably navigate ambiguity and complexity with a flexible attitude that thrives in a fast-paced evolving environment
1–3 years of relevant retention experience in account management, support, or retention
Background in payment processing and/or software solutions
1-3 years preferred working in the payment processing and/or software solutions industries

Job Responsibility

Manage a high volume of inbound and outbound requests including Salesforce case assignment, email requests, At Risk detection and churn requests with professionalism, urgency, and empathy
Engage primarily our B and C client segments to understand their business needs, challenges, and reasons for dissatisfaction or cancellation in an attempt to retain business and bring the account to a healthy state
Proactive and reactive case management to outbound via telephone and email to conduct health checks on newly onboarded clients along with risk and escalation resolution to avoid churn
Collaborate cross-functionally with Sales, Support, and Client Success teams to research, resolve, and recover at-risk accounts
Present tailored solutions, product enhancements, or alternative pricing structures to retain clients and improve satisfaction
Negotiate cancellations and develop creative retention strategies to reduce churn and preserve recurring revenue
Document all client interactions, resolutions, and outcomes accurately in Salesforce using best practices in case management and prioritization of tasks
Meet performance activity targets and retention metrics to drive direct client engagement and identify trends and opportunities for improved revenue and rooftop retention and growth
Participate in proactive outreach campaigns targeting accounts showing early signs of disengagement
Maintain expert-level knowledge of SpotOn’s products, services, and value propositions to confidently position benefits to clients

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

Implementation Specialist

The Countsy Implementation Specialist is responsible for a range of implementati...

Location

Salary:

120000.00 - 150000.00 USD / Year

Countsy

Expiration Date

Until further notice

Requirements

Solid knowledge of Generally Accepted Accounting Principles in a variety of different industries and circumstances
Current NetSuite administration and other financial systems experience preferred such as: Bill.com, Expensify, Airbase, Maxio etc.
Ability to research accounting issues, reach logical conclusions, and apply to clients’ situation
Proven analytical skills
Strong project management experience in addition to excellent time management and ability to prioritize changing tasks
Ability to adjust to new conditions, clients, and tasks
Proven analysis, research, and problem-solving skills
Ability to communicate accounting principles and issues to other staff
Prior experience with multi-entity or startup clients (strongly recommended)
Ability to work with people of varied levels of accounting knowledge

Job Responsibility

Handle several implementation projects at any given time
Lead all aspects of implementation – working together with Countsy CFO on implementation timing
Gather business requirements as necessary, review current accounting processes in place, and apply detailed working knowledge of accounting products and principles to support the client’s business, while ensuring GAAP compliance and proper internal controls
Recommend implementation of features or new accounting policies and procedures where appropriate
Advanced knowledge of financial SaaS tools relevant to the tech startup industry
Create policies and procedures documentation, or training materials as necessary
Develop and conduct training sessions for each client where client involvement is key, so as to be fully prepared on the go-live date
Work with Countsy CFO to establish cost and time estimates for implementation
Track tasks accomplished, time spent and milestones completed
Communicate with client/Countsy CFO of progress throughout the implementation project life cycle

What we offer

Medical (including FSA and HSA offerings)
Dental
Vision
Life insurance
Disability insurance
401(k) savings plan
Employee Stock Purchase plan
Paid Time Off: 18 days
Eight Paid Holidays
Paid Sick Time (in geographies where legally required)

Fulltime

Client Resolution & Accounts Specialist

GetAgent

Location:
United Kingdom , London

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 04, 2026

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