Remote Bookkeeping & Client Onboarding Specialist

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

Benefits offered by this job

Competitive salary

Health coverage

401k match

Flexible work arrangements

Paid Time Off

Job summary

A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should have at least 3 years of client service experience and 1-3 years of bookkeeping knowledge, particularly in a multi-client environment. Excellent communication and organizational skills are essential for success in this position.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment is preferred.
• 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.
• Support technical setup including bank feeds and integrations.
• Manage client communications and resolve issues.

Skills

Client service experience

Communication skills

Organizational skills

Problem-solving

Attention to detail

Ability to manage multiple clients

Tools

QuickBooks Online

Microsoft Office

Job description

A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should have at least 3 years of client service experience and 1-3 years of bookkeeping knowledge, particularly in a multi-client environment. Excellent communication and organizational skills are essential for success in this position.