Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Stillwater (OK); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

Paid parental leave

3 weeks of Paid Time Off

Flexible work arrangements

Job summary

A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates should have 3+ years in client service, experience in bookkeeping, and proficiency in QuickBooks Online. The position emphasizes effective communication and organizational skills. Competitive salary and benefits including health coverage and work-from-home options are offered.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment.
• Excellent written and verbal communication skills.

Responsibilities

• Lead onboarding meetings and guide clients through service setup.
• Educate clients on accounting best practices and software.
• Manage client communications and resolve issues.

Skills

Client service experience

Bookkeeping knowledge

Communication skills

Problem-solving abilities

Proficiency in QuickBooks Online

Tools

Microsoft Office (Excel, Outlook, Teams)

QuickBooks Online

Job description

A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates should have 3+ years in client service, experience in bookkeeping, and proficiency in QuickBooks Online. The position emphasizes effective communication and organizational skills. Competitive salary and benefits including health coverage and work-from-home options are offered.