Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Blue Springs (MO); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off

Comprehensive health coverage

401k match

Job summary

A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should have experience in client services and bookkeeping, with strong communication skills. This role emphasizes customer experience alongside technical expertise in accounting practices. Competitive salary and benefits package included; potential for growth within an inclusive company culture.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment preferred.
• Proficiency in QuickBooks Online is beneficial.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices.
• Manage client communications regarding services and pricing.

Skills

Client service experience

Bookkeeping experience

Communication skills

Organizational skills

Problem-solving

Education

High school diploma or equivalent

Tools

QuickBooks Online

Microsoft Office Suite

Job description

A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should have experience in client services and bookkeeping, with strong communication skills. This role emphasizes customer experience alongside technical expertise in accounting practices. Competitive salary and benefits package included; potential for growth within an inclusive company culture.