Client Relations Specialist
Guidant FinancialUnited States • Texas, United States
Posted March 18, 2026
60000 - 60000 USD
Full Time
About the Company
Guidant Financial has been empowering entrepreneurs and enhancing the growth of small businesses for over 23 years.
Job Description
Join Guidant Financial as a Client Relations Specialist in a fully remote position. Empower entrepreneurs and small businesses through onboarding and support. Opportunity for growth and development in a dynamic team.
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)
- Must be 18 years of age
Benefits
- Comprehensive health coverage (with a free premium option)
- Competitive salary
- Paid parental leave
- Generous 401k match
- 3 weeks of Paid Time Off plus 11 Paid Holidays