Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Columbia Township (MO); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid Time Off and Holidays

Career development opportunities

Flexible work arrangements

Job summary

A leading financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services department. This fully remote role involves leading client onboarding, educating them on accounting best practices, and managing communications. Successful candidates will have experience in client service and bookkeeping, excellent communication skills, and proficiency in QuickBooks Online. Join a supportive team that values innovation and professional growth.

Qualifications

• Must be 18 years of age.
• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment preferred.
• Robust understanding of small business accounting and tax services.
• Excellent communication skills, both written and verbal.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices and software.
• Manage client communications and answer questions related to services.
• Collaborate with internal teams to coordinate client needs.

Skills

Client service experience

Attention to detail

Communication skills

Organizational skills

Problem-solving

Tools

QuickBooks Online

Microsoft Office tools (Excel, Outlook, Teams)

Job description

A leading financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services department. This fully remote role involves leading client onboarding, educating them on accounting best practices, and managing communications. Successful candidates will have experience in client service and bookkeeping, excellent communication skills, and proficiency in QuickBooks Online. Join a supportive team that values innovation and professional growth.