Client Relations Specialist - Bookkeeping

Guidant Financial; St. Louis (MO); Remote; USD 57,000 - 62,000; Full time

Job summary

A growing and stable company is seeking a Client Relations Specialist for remote work. The role involves coordinating client communications, managing bookkeeping and tax services, and ensuring high-quality service delivery. Ideal candidates will have a Bachelor's degree and experience in bookkeeping and client services. The company values adaptability, connection, and excellence, and offers a supportive environment for career growth.

Benefits

Comprehensive health coverage

Competitive salary

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Flexible work arrangements

Company-provided equipment

Ongoing training

Career growth opportunities

Qualifications

• 3 years of progressive bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience handling tasks for small business owners.

Responsibilities

• Lead communication process with clients and manage escalations.
• Deliver high-quality bookkeeping and tax service to clients.
• Advise on client communication and best practices.

Skills

Problem Solving

Critical Thinking

Communication

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

QuickBooks Online

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Client Relations Specialist - Bookkeeping

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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
• Perform other duties as required

Requirements

• 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 to 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

Work from Home Requirements

Must have a dedicated home office space and high-speed internet to perform essential functions remotely.

Benefits

• Work with a team of smart, creative, fun, and highly motivated people
• Ongoing training, career growth opportunities, and supportive leadership
• Comprehensive health coverage, competitive salary, paid parental leave, and a generous 401k match
• Paid Time Off of 3 weeks and 11 Paid Holidays
• Flexible work arrangements with company-provided equipment
• Inclusive and empowering company culture