Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; North Platte (NE); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401k match

Paid Time Off

Flexible work arrangements

Job summary

A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping experience. The job emphasizes effective communication, problem-solving, and organizational skills. Employees are offered competitive salaries and benefits, including health coverage and ongoing career growth opportunities.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment.
• 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 and software.
• Manage client communications and workflow.

Skills

Client service experience

Bookkeeping experience

Problem-solving

Excellent communication skills

Organizational skills

Technical proficiency in QuickBooks Online

Proficiency with Microsoft Office tools

Tools

QuickBooks Online

Microsoft Office

Job description

A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping experience. The job emphasizes effective communication, problem-solving, and organizational skills. Employees are offered competitive salaries and benefits, including health coverage and ongoing career growth opportunities.