Client Relations Specialist - Bookkeeping

$57,000 - $62,000/Yr

Guidant Financial Group - Portsmouth, VA

Full-time - Entry Level

Remote - Portsmouth, VA

Professional, Scientific, and Technical Services

About the position

The Client Relations Specialist 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 inquiries, and ensuring high-quality service delivery to a diverse portfolio of clients. The specialist will play a crucial role in enhancing client relationships and contributing to the overall success of small businesses by providing tailored support and solutions.

Responsibilities

• Lead communication process with clients, addressing 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 to clients.
• Process client terminations efficiently.
• Deliver high-quality bookkeeping and tax services to a portfolio of clients across various industries.
• Understand client business models to provide appropriate support and advice.
• Advise on client communication and best practices.

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) or 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.
• Understanding of small business accounting and tax services.
• Superior verbal and written communication skills.
• Excellent working knowledge of Microsoft Suite including Excel, Outlook, and Teams.
• Skills in problem solving, process improvement, critical thinking, and prioritization.
• Ability to work autonomously as a self-directed, independent worker.
• Ability to create an inclusive workplace.

Benefits

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