Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Town of Florida (NY); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

Paid parental leave

401k match

3 weeks of Paid Time Off plus 11 Paid Holidays

Flexible work arrangements

Job summary

A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3+ years of client service experience, understanding of bookkeeping in a multi-client environment, and proficiency in QuickBooks Online. Join us to empower small businesses while enjoying competitive benefits and 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.
• Proficiency in QuickBooks Online (certification preferred).
• Excellent communication skills—both written and verbal.

Responsibilities

• Lead onboarding meetings and guide clients through their service setup.
• Educate clients on accounting best practices and software.
• Support technical setup including bank feeds and integrations.
• Manage client communications and answer questions related to services.
• Help clients navigate product changes and billing adjustments.

Skills

Client service experience

Bookkeeping knowledge

Communication skills

Organizational skills

Problem-solving

Tools

QuickBooks Online

Microsoft Office (Excel, Outlook, Teams)

Job description

A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3+ years of client service experience, understanding of bookkeeping in a multi-client environment, and proficiency in QuickBooks Online. Join us to empower small businesses while enjoying competitive benefits and growth opportunities.