Client Relations Specialist - Bookkeeping

Guidant Financial; Rochester (MN); Remote; USD 57,000 - 62,000; Full time

Job summary

A leading company is seeking a Remote Client Relations Specialist to support their Bookkeeping and Tax Services department. This role involves managing client communications, resolving escalations, and delivering high-quality services. The ideal candidate will have a Bachelor's degree and at least 3 years of relevant experience. The company offers a flexible work environment with comprehensive benefits and opportunities for growth.

Benefits

Comprehensive health benefits

Paid parental leave

401(k) match

Paid Time Off: 3 weeks plus 11 holidays

Flexible work arrangements

Qualifications

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

Responsibilities

• Lead communication with clients, addressing technical accounting questions.
• Manage and resolve client escalations using customer service skills.
• Deliver high-quality bookkeeping and tax services to clients.

Skills

Communication

Problem Solving

Critical Thinking

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

QuickBooks Online

Microsoft Office

Job description

Remote Client Relations Specialist at Guidant Financial

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.

Wage Range: $57,000 - $62,000 annually.

About Us

Guidant Financial aims to increase the success rate of small businesses by providing innovative funding solutions and building cutting-edge technology. To date, we have allocated over $5 billion in funding, helping launch more than 20,000 businesses and creating nearly 100,000 jobs. Our purpose extends beyond supporting entrepreneurs; we empower our employees to make a meaningful impact.

Our Values

1. Adaptability: Embrace change and help others do the same.
2. Connection: Support and uplift others for mutual growth.
3. Excellence: Strive to improve continuously and stay curious.

The Role

We are seeking a remote Client Relations Specialist to support our Bookkeeping and Tax Services department. This role involves coordinating client communications, managing workflows, and handling processing responsibilities with moderate autonomy.

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.
• Deliver high-quality bookkeeping and tax services to a diverse client portfolio.
• Understand client business models to support products, processes, and relationships.
• Advise on client communication and best practices.

Additional Functions

• Support maintenance, onboarding, and tax teams as needed.
• Contribute to team projects.
• Perform other duties as required.

Minimum Requirements

• Must be 18 years 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.
• At least 3 years of client servicing experience with small business owners.
• Knowledge of small business accounting and tax services.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office, including Excel, Outlook, and Teams.
• Strong problem-solving, process improvement, and critical thinking skills.
• Ability to work independently in an autonomous environment.
• Commitment to fostering an inclusive workplace.

Other Requirements

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

Benefits

• Collaborate with a motivated and creative team.
• Opportunities for growth and promotion.
• Comprehensive health benefits, paid parental leave, and a 401(k) match.
• Paid Time Off: 3 weeks plus 11 holidays.
• Flexible work arrangements with company-provided equipment.
• Culturally rich environment with engagement activities.
• Inclusive and supportive workplace culture.