Client Relations Specialist - Bookkeeping and Tax Services - Remote

Overview

This is a fully remote position for a Client Relations Specialist in the Bookkeeping and Tax Services department at Guidant Financial, focusing on managing client communications and workflows.

In Short

• Fully remote work opportunity.
• Annual salary between $57,000 - $62,000.
• Manage communications with clients regarding accounting and service inquiries.
• Provide exceptional customer service and problem-solving support.
• Guide clients through service changes and billing clarifications.
• Deliver high-quality bookkeeping and tax services.
• Support onboarding and maintenance teams as needed.
• Contribute to departmental projects.
• Work with a diverse portfolio of clients.
• Embrace company values of adaptability, connection, and excellence.

Requirements

• Strong communication skills.
• Experience in customer service or client relations.
• Knowledge of bookkeeping and tax services is a plus.
• Ability to manage client escalations effectively.
• Problem-solving skills.
• Technical product knowledge.
• Ability to work autonomously.
• Adaptability to change.
• Team player with a focus on relationship building.
• Willingness to learn and enhance processes.

Benefits

• Work from home flexibility.
• Opportunity to empower small businesses.
• Supportive team environment.
• Professional development opportunities.
• Contribute to a mission-driven company.
• Competitive salary.
• Dynamic and growing company culture.
• Access to resources for personal and professional growth.
• Engagement in meaningful work.
• Potential for career advancement.