Client Service Specialist

Overview

The Client Service Specialist is a foundational role on the Prime Numbers 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.

• Not a traditional accounting firm role. Prime Numbers 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.