Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Flint (MI); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

Flexible work arrangements

Professional development opportunities

Job summary

A reputable financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in a fully remote setting. This role involves leading client meetings, supporting clients with their technical setups, and managing communications to ensure client satisfaction. Successful candidates will possess strong client service experience, proficiency in QuickBooks Online, and excellent communication skills. The company offers comprehensive benefits including health coverage and generous paid time off.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment.
• Excellent written and verbal communication skills.

Responsibilities

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

Skills

Client service experience

Communication skills

Organization skills

Problem-solving

Critical thinking

Education

High school diploma or equivalent

Tools

QuickBooks Online

Microsoft Office (Excel, Outlook, Teams)

Job description

A reputable financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in a fully remote setting. This role involves leading client meetings, supporting clients with their technical setups, and managing communications to ensure client satisfaction. Successful candidates will possess strong client service experience, proficiency in QuickBooks Online, and excellent communication skills. The company offers comprehensive benefits including health coverage and generous paid time off.