Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Phoenix (AZ); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

Paid Time Off

Flexible work arrangements

Job summary

A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported. Ideal candidates have 3+ years of client service experience and proficiency in QuickBooks Online. The position offers a competitive salary of $60,000, full benefits, and a thriving remote work culture.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment.
• Proficiency in QuickBooks Online, certification preferred.
• Excellent written and verbal communication skills.
• Ability to manage multiple clients at once.

Responsibilities

• Lead client onboarding meetings and guide them through service setup.
• Educate clients on accounting best practices and software.
• Manage client communications regarding services and pricing.
• Resolve client issues and prevent escalations.

Skills

Client service experience

Bookkeeping experience

Communication skills

Organizational skills

Problem-solving

Attention to detail

Education

High school diploma or equivalent

Tools

QuickBooks Online

Microsoft Office (Excel, Outlook, Teams)

Job description

A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported. Ideal candidates have 3+ years of client service experience and proficiency in QuickBooks Online. The position offers a competitive salary of $60,000, full benefits, and a thriving remote work culture.