Client Relations Specialist

Join Guidant Financial as a Client Relations Specialist and work from home to empower entrepreneurs and small businesses. As a fully remote position, you'll lead client meetings, coordinate workflows, and support clients through onboarding and ongoing services. This role requires strong communication, problem-solving, and organizational skills.

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
• 11 Paid Holidays