Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Ogden (UT); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health coverage

401k match

Generous Paid Time Off

Flexible work arrangements

Ongoing training and development opportunities

Job summary

A dynamic financial services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service experience and 1-3 years of bookkeeping knowledge. The successful candidate will educate clients on accounting practices and ensure their technical setups are streamlined. You'll need excellent communication skills and the ability to manage multiple clients. Join a team focused on empowering entrepreneurs and fostering long-term success.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment.
• Must pass a background check.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices.
• Support technical setup including bank feeds and payroll imports.

Skills

Client service experience

Bookkeeping knowledge

Excellent communication skills

Organizational skills

Proficiency in QuickBooks Online

Critical thinking

Problem-solving

Tools

QuickBooks Online

Microsoft Office (Excel, Outlook, Teams)

Job description

A dynamic financial services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service experience and 1-3 years of bookkeeping knowledge. The successful candidate will educate clients on accounting practices and ensure their technical setups are streamlined. You'll need excellent communication skills and the ability to manage multiple clients. Join a team focused on empowering entrepreneurs and fostering long-term success.