Client Relations Specialist

Client Relations Specialist role at Guidant Financial, a fully remote company, with a salary of $60,000 and benefits including paid parental leave, 401k match, and paid time off. The role involves leading client meetings, 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

• 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
• 401k match
• 3 weeks of Paid Time Off plus 11 Paid Holidays
• Flexible Work Arrangements
• Generous 401k match