Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Newport News (VA); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

3 weeks Paid Time Off

Flexible Work Arrangements

Career development opportunities

Job summary

A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The ideal candidate will effectively communicate with clients, manage multiple accounts, and proactively resolve issues. High attention to detail and organizational skills are essential for success in this dynamic position.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment preferred.
• Proficiency in QuickBooks Online and excellent communication skills.

Responsibilities

• Lead onboarding meetings and guide clients through their service setup.
• Educate clients on accounting best practices.
• Manage client communications regarding services and processes.

Skills

Client service experience

Accounting knowledge

Problem-solving

Communication skills

Organizational skills

Tools

QuickBooks Online

Microsoft Office (Excel, Outlook, Teams)

Job description

A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The ideal candidate will effectively communicate with clients, manage multiple accounts, and proactively resolve issues. High attention to detail and organizational skills are essential for success in this dynamic position.