Client Relations Specialist role at Guidant Financial, a fully remote position that empowers entrepreneurs and enhances the growth of small businesses. The role involves guiding clients through onboarding and supporting them throughout their journey, requiring clear communication, attention to detail, and the ability to manage multiple clients at once.
Requirements
- 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)
Benefits
- 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
- An amazing culture
- Empowering equity and inclusion
