Client Relations Specialist - Bookkeeping

Guidant Financial; Bellevue (NE); Remote; USD 57,000 - 62,000; Full time

Job summary

A growing financial services company is seeking a remote Client Relations Specialist to support bookkeeping and tax services. The role involves managing client communications and providing high-quality service to a diverse portfolio. The ideal candidate will have a strong background in bookkeeping, excellent communication skills, and the ability to work independently in a remote environment.

Benefits

Comprehensive health benefits

Paid parental leave

401k match

Paid time off

Flexible work arrangements

Qualifications

• At least 3 years of bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience with small business owners.

Responsibilities

• Lead communication with clients on accounting and process questions.
• Manage and resolve client escalations using customer service skills.
• Provide high-quality bookkeeping and tax services.

Skills

Communication

Problem Solving

Critical Thinking

Process Improvement

Prioritization

Education

Bachelor's degree in Business

Bachelor's degree in Accounting

Bachelor's degree in Finance

Tools

QuickBooks Online

Microsoft Office Suite

Job description

Client Relations Specialist - Bookkeeping

This is a fully remote, permanent 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 annual salary range for this position is $57,000 - $62,000.

Are you excited about helping entrepreneurs realize their dreams of building their own companies? Our mission is to increase small business success, having invested $5B in funding, launching over 20,000 businesses, and creating nearly 100,000 jobs. We aim to empower our employees as much as our entrepreneurs, fostering a positive impact on clients and careers.

Our Values

• Adaptability: Embrace change and bring others along.
• Connection: Support and uplift others to grow together.
• Excellence: Thrive outside your comfort zone, continually improving and curious.

The Role

Guidant Financial seeks a remote Client Relations Specialist to support the Bookkeeping and Tax Services department. This role involves moderate autonomy, managing client communications, workflows, and processing responsibilities.

Key Responsibilities

• Lead communication with clients, addressing technical accounting, product, pricing, and process questions.
• Manage and resolve client escalations using customer service and problem-solving skills.
• Guide clients through product changes and follow up on resolutions.
• Explain and prepare add-on billing charges.
• Process client terminations.
• Provide high-quality bookkeeping and tax services to a diverse client portfolio.
• Understand client business models to support products, processes, and relations.
• Advise on client communication best practices.

Additional Functions

• Support onboarding, maintenance, and tax teams via phone or email.
• Contribute to department and team projects.
• Perform other duties as required.

Minimum Requirements

• Must be 18 or older.
• Bachelor's degree in Business, Accounting, or Finance, or equivalent experience.
• Proficient in QuickBooks Online; certification preferred.
• At least 3 years of bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience with small business owners.
• Understanding of small business accounting and tax services.
• Excellent verbal and written communication skills.
• Strong knowledge of Microsoft Office Suite.
• Skills in problem solving, process improvement, critical thinking, and prioritization.
• Ability to work independently in an autonomous environment.
• Commitment to fostering an inclusive workplace environment.

Other Requirements

• Pass a background check.
• Meet work-from-home requirements, including a dedicated workspace and high-speed internet.
• Complete ongoing education based on current certifications.

Benefits

• Collaborate with a motivated, creative team.
• Opportunities for growth, training, and career advancement.
• Comprehensive health benefits, paid parental leave, 401k match, paid time off, and holidays.
• Flexible work arrangements with company-provided equipment.
• Inclusive culture with engagement activities and leadership connection.