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Remote Bookkeeping & Client Onboarding Specialist

Remote / Online - Candidates ideally in
Cary, Wake County, North Carolina, 27511, USA
Listing for: Guidant Financial
Remote/Work from Home position
Listed on 2026-07-08
Job specializations:
  • Accounting
    Bookkeeper/ Accounting Clerk
Salary/Wage Range or Industry Benchmark: 54000 - 66000 USD Yearly USD 54000.00 66000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should have at least 3 years of client service experience and 1-3 years of bookkeeping knowledge, particularly in a multi-client environment. Excellent communication and organizational skills are essential for success in this position.
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