Client Relations Specialist - Bookkeeping

$57,000 - $62,000/Yr

Guidant Financial - St. Louis, MO

Full-time - Entry Level

Remote - St. Louis, MO

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. This position involves managing client communications, addressing technical accounting inquiries, and ensuring high-quality service delivery to a diverse portfolio of clients. The specialist will play a key role in enhancing client relationships and contributing to the overall success of small business owners by providing tailored support and solutions.

Responsibilities

• Lead communication process with clients.
• Triage and answer technical accounting, product, pricing, and process questions.
• Manage and prevent client escalations using customer service and problem-solving skills.
• 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 and processes.
• Advise on client communication and best practices.
• Support maintenance, onboarding, and tax teams with phones or email as needed.
• Contribute to department and team projects.
• Perform other duties as required.

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 as a self-directed, independent worker.
• Ability to create an inclusive workplace where everyone feels a sense of belonging.

Benefits

• Comprehensive health coverage (with free premium option).
• Competitive salary.
• Paid parental leave.
• Generous 401k match.
• Paid Time Off of 3 weeks and 11 Paid Holidays.
• Ongoing training and career pathing opportunities.
• Company provided equipment for remote work.
• Inclusive work environment that empowers employees.