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Client Relations Specialist - Bookkeeping

Client Relations Specialist - Bookkeeping
Guidant Financial
England
Remote
USD 57,000 - 62,000
Urgently required
Yesterday
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Television Licence Field Officer

Television Licence Field Officer
Capita
Derry/Londonderry
Remote
GBP 32,000
Urgently required
Yesterday

Customer Service - Meaningful Client Interactions

Customer Service - Meaningful Client Interactions
The Path Set Before You
London
Remote
GBP 25,000 - 35,000
Urgently required
Yesterday

Digital Marketing Graduate

Digital Marketing Graduate
Canditalent
Greater London
Remote
GBP 35,000 - 55,000
Urgently required
Yesterday

Associate Consultant

Associate Consultant
Freshminds
Greater London
Remote
GBP 80,000 - 100,000
Urgently required
Yesterday
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Senior Product Owner

Senior Product Owner
insightsoftware
London
Remote
GBP 60,000 - 100,000
Urgently required
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NatWest Group
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GBP 45,000 - 75,000
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GBP 50,000 - 90,000
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UNPAID VOLUNTEER - Head of Recruitment/ Human Capital Manager

UNPAID VOLUNTEER - Head of Recruitment/ Human Capital Manager
TN United Kingdom
United Kingdom
Remote
GBP 60,000 - 80,000
Urgently required
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GBP 40,000 - 80,000
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GBP 35,000 - 55,000
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McGraw Hill Latinoamérica
Maidenhead
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GBP 48,000 - 70,000
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Field Service Engineer (Scientific Equipment)

Field Service Engineer (Scientific Equipment)
TN United Kingdom
Greater London
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GBP 35,000 - 50,000
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Marketing Specialist UK

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NRF (Nederlandse Radiateuren Fabriek)
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GBP 35,000 - 55,000
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GBP 40,000 - 60,000
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GBP 60,000 - 80,000
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Recoveries Supplier Journey Developer
NatWest Group
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GBP 40,000 - 80,000
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Recoveries Supplier Journey Developer
NatWest Group
City of Edinburgh
Remote
GBP 40,000 - 80,000
Urgently required
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Model Risk Manager

Model Risk Manager
NatWest Group
Manchester
Remote
GBP 60,000 - 90,000
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Senior Product Marketing Manager - Risk (9-Month FTC)

Senior Product Marketing Manager - Risk (9-Month FTC)
TN United Kingdom
Glasgow
Remote
GBP 50,000 - 90,000
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Knowledge Transfer Adviser – Northern Ireland

Knowledge Transfer Adviser – Northern Ireland
TN United Kingdom
United Kingdom
Remote
GBP 50,000 - 55,000
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Regional Partnership Manager

Regional Partnership Manager
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England
Remote
GBP 67,000
Urgently required
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IT Support 1st and 2nd Level

IT Support 1st and 2nd Level
TN United Kingdom
Guildford
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GBP 25,000 - 35,000
Urgently required
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London
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GBP 80,000 - 100,000
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GBP 53,000 - 75,000
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Client Relations Specialist - Bookkeeping

Be among the first applicants.
Guidant Financial
England
Remote
USD 57,000 - 62,000
Be among the first applicants.
Yesterday
Job description

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $57,000 - $62,000 annually.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Guidant financial is currently looking for a remote Client Relations Specialist. With moderate autonomy, this role will support the Bookkeeping and Tax Services department by coordinating various client communications, department workflows and processing responsibilities.

What You’ll Be Doing

  • Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity
  • Manage and prevent client escalations leveraging customer services and problem-solving skills with technical and product knowledge
  • Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions
  • Prepare and explain add-on billing charges
  • Process client terminations
  • Deliver high quality bookkeeping and tax service to a portfolio of clients of different sizes in multiple industries
  • Understand client business models to support with products, processes, and client relations
  • Advise on client communication and best practices

Additional Functions

  • Support Maintenance, onboarding, and tax teams with phones or email, as needed
  • Contribute to department and team projects
  • Performs other duties as required
  • Must be 18 years of age or older
  • Bachelor’s degree in Business, Accounting, or Finance or equivalent experience required
  • Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired
  • 3 years of progressive bookkeeping experience in a multi-client environment
  • 3 years of client servicing experience handling tasks of various complexity for small business owners
  • Understands small business accounting and tax services
  • Superior verbal (phone) and written communicator who knows how read their audience
  • Excellent working knowledge of Microsoft suite including Excel, Outlook and Teams
  • Skills in problem solving, process improvement, critical thinking, prioritization
  • Ability to work in an autonomous environment where you can be a self-directed, independent worker
  • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

Other Requirements

  • Must pass a background check
  • Must meet work from home requirements to qualify
  • Complete continuing education based upon current certifications

For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.

  • Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
  • When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!
  • Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
  • Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.
  • Awesome Culture: Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.
  • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $57,000 - $62,000 annually.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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