Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Durham (NC); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

Flexible work arrangements

Job summary

A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication skills, a proactive approach, and a background in bookkeeping. This role offers the opportunity for professional development and the chance to make a meaningful impact on clients’ success.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment preferred.
• Must have proficiency in QuickBooks Online with certification preferred.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices and software.
• Manage client communications and resolve issues effectively.

Skills

Communication skills

Organizational skills

Problem-solving

Tools

QuickBooks Online

Microsoft Office

Job description

A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication skills, a proactive approach, and a background in bookkeeping. This role offers the opportunity for professional development and the chance to make a meaningful impact on clients’ success.