[Hiring] Client Relations Specialist @Guidant Financial

Role Description

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company.

Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses?

As a Client Relations Specialist, you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.

This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross-functionally with internal teams while ensuring clients feel supported, informed, and set up for success.

What You'll Be Doing

• Lead onboarding meetings and guide clients through their service setup and expectations
• Educate clients on accounting best practices and software (e.g., QuickBooks Online)
• Support technical setup including bank feeds, integrations, payroll imports, and account connections
• Manage client communications, answering questions related to accounting, services, pricing, and processes
• Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
• Proactively manage client workflows and timelines to ensure a smooth onboarding experience
• Resolve client issues and prevent escalations through strong problem-solving and communication
• Collaborate with internal teams to coordinate client needs and improve processes
• Build a strong understanding of small business operations across various industries

Qualifications

• Must be 18 years of age
• 3+ years of client service experience handling complex requests
• 1–3 years of bookkeeping experience (multi-client environment preferred)
• Robust understanding of small business accounting and tax services
• Proficiency in QuickBooks Online (certification preferred)
• Excellent communication skills—both written and verbal
• Robust organizational skills with the ability to manage multiple clients at once
• Critical thinking, problem-solving, and attention to detail
• Proficiency with Microsoft Office tools (Excel, Outlook, Teams)

Requirements

• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications
• A designated workspace (such as a home office) where you can concentrate and be productive
• Reliable high-speed internet to ensure seamless communication and collaboration

Benefits

• Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option)
• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible work arrangements
• Experience Guidant's award-winning culture
• Join an inclusive work environment that values employee voices