Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Caldwell (ID); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid Time Off

Flexible work arrangements

Ongoing training and career development

Job summary

A reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting practices. Candidates should have at least 3 years of client service experience, 1-3 years of bookkeeping in a multi-client setting, and proficiency in QuickBooks Online. The position offers a competitive salary of $60,000 and flexible work arrangements.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment.
• Robust understanding of small business accounting and tax services.

Responsibilities

• Lead onboarding meetings and guide clients through their service setup.
• Educate clients on accounting best practices and software.
• Support technical setup including bank feeds and account connections.

Skills

Client service experience

Bookkeeping experience

Communication skills

Organizational skills

Problem-solving

Tools

QuickBooks Online

Microsoft Office (Excel, Outlook, Teams)

Job description

A reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting practices. Candidates should have at least 3 years of client service experience, 1-3 years of bookkeeping in a multi-client setting, and proficiency in QuickBooks Online. The position offers a competitive salary of $60,000 and flexible work arrangements.