Remote Bookkeeping & Client Onboarding Specialist

A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications to ensure smooth experiences. Ideal candidates should have client service and bookkeeping experience, proficiency in Quick Books Online, and excellent communication skills. This is a fully remote position offering a competitive salary and benefits.
As a Remote Bookkeeping & Client Onboarding Specialist, you will play an important part at Guidant Financial in Surprise, AZ, United States. Our group is growing, and we are hiring a Remote Bookkeeping & Client Onboarding Specialist in Surprise, AZ, United States. This Full Time role is for the Remote Bookkeeping & Client Onboarding Specialist role at Guidant Financial.