Client Relations Specialist - Bookkeeping

$57,000 - $62,000/Yr

Guidant Financial - San Antonio, TX

Full-time - Entry Level

Remote - San Antonio, TX

Credit Intermediation and Related Activities

About the position

The Client Relations Specialist - Bookkeeping role at Guidant Financial is a fully remote position focused on supporting the Bookkeeping and Tax Services department. The specialist will manage client communications, address technical accounting inquiries, and ensure high-quality service delivery to a diverse portfolio of clients. This position emphasizes adaptability, connection, and excellence in client relations, aiming to empower both clients and employees in their business endeavors.

Responsibilities

• Lead communication process with clients.
• Triage and answer technical accounting, product, pricing, and process questions with varying complexity.
• Manage and prevent client escalations leveraging customer service and problem-solving skills.
• Effectively guide clients through product changes and follow up on resolutions.
• Prepare and explain add-on billing charges.
• Process client terminations.
• Deliver high quality bookkeeping and tax service to a portfolio of clients.
• Understand client business models to support with products, processes, and client relations.
• Advise on client communication and best practices.
• Support Maintenance, onboarding, and tax teams with phones or email, as needed.

Requirements

• Must be 18 years of age or older.
• Bachelor's degree in Business, Accounting, or Finance or equivalent experience required.
• Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired.
• 3 years of progressive bookkeeping experience in a multi-client environment.
• 3 years of client servicing experience handling tasks of various complexity for small business owners.
• Understands small business accounting and tax services.
• Superior verbal (phone) and written communicator who knows how to read their audience.
• Excellent working knowledge of Microsoft suite including Excel, Outlook and Teams.
• Skills in problem solving, process improvement, critical thinking, prioritization.
• Ability to work in an autonomous environment where you can be a self-directed, independent worker.

Nice-to-haves

• Ability to create an inclusive workplace where everyone feels a sense of belonging.

Benefits

• 401(k) matching
• Health insurance
• Paid holidays
• Paid parental leave
• Paid time off
• Work from home