Client Relations Specialist

This is a fantastic opportunity to work from the comfort of your own home as a Client Relations Specialist with Guidant Financial, a reputable and thriving company. The role involves guiding clients through onboarding and supporting them throughout their journey, leading client meetings, coordinating workflows, and educating clients on accounting best practices and software.

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)
• Pass a background check
• Meet work from home requirements to qualify

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