Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial; Virginia Beach (VA); Remote; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k match

3 weeks Paid Time Off

Flexible Work Arrangements

Job summary

A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping, proficiency in QuickBooks Online, and excellent communication skills. This position offers a salary of $60,000, along with a generous benefits package including comprehensive health coverage and paid time off.

Qualifications

• 3+ years of client service experience handling complex requests.
• 1-3 years of bookkeeping experience in a multi-client environment preferred.
• Proficiency in QuickBooks Online (certification preferred).

Responsibilities

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

Skills

Client service experience

Bookkeeping knowledge

Communication skills

Organizational skills

Problem-solving

Education

High School Diploma or equivalent

Tools

QuickBooks Online

Microsoft Office

Job description

A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping, proficiency in QuickBooks Online, and excellent communication skills. This position offers a salary of $60,000, along with a generous benefits package including comprehensive health coverage and paid time off.