Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Glendale (AZ); 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 plus 11 Paid Holidays

Ongoing training and career development opportunities

Work from home flexibility

Job summary

A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong client service skills, 1-3 years of bookkeeping experience, and proficiency in QuickBooks Online. Enjoy a competitive salary of $60,000 annually, flexible work arrangements, and opportunities for career development, while being part of a team that values empowerment and 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 related to accounting, services, pricing, and processes.
• Collaborate with internal teams to coordinate client needs.

Skills

Client service experience

Communication skills

Organizational skills

Problem-solving

Attention to detail

Ability to manage multiple clients

Education

3+ years of client service experience

1-3 years of bookkeeping experience

Understanding of small business accounting

Proficiency in QuickBooks Online

Tools

Microsoft Office (Excel, Outlook, Teams)

QuickBooks Online

Job description

A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong client service skills, 1-3 years of bookkeeping experience, and proficiency in QuickBooks Online. Enjoy a competitive salary of $60,000 annually, flexible work arrangements, and opportunities for career development, while being part of a team that values empowerment and growth.