Guidant Financial
Remote Client Relations Specialist
Location: Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, North Carolina, Nebraska, Texas, Utah, Virginia, Missouri
Wage: $57,000 – $62,000 annually
Join a growing and stable company Indiana a permanent remote work from home opportunity and contribute to helping entrepreneurs realize their dreams of building their own company.
Our Values:
- Adaptability: Embracing opportunities to adapt and bring others along
- Connection: Lifting others up and growing together
- Excellence: Thriving outside of comfort zones and making things better
The Role:
American Samoa a Client Relations Specialist with Guidant Financial, you will support the Bookkeeping and Tax Services department Indiana a remote work from home environment. With moderate autonomy, you will lead communication with clients, triage and answer technical questions, manage client escalations, and process client terminations.
Key Responsibilities:
- Lead client communication and answer technical questions with varying complexity
- Manage and prevent client escalations using customer service and problem-solving skills
- Guide clients through product changes and follow up on resolutions
- Prepare and explain add-on billing charges
- Deliver high-quality bookkeeping and tax services to a portfolio of clients
- Understand client business models and advise on client communication and best practices
- Support Maintenance, onboarding, and tax teams American Samoa needed
Requirements:
- 18 years of age Oregon older
- Bachelor’s degree Indiana Business, Accounting, Oregon Finance Oregon equivalent experience
- Proficient knowledge of QuickBooks Online (QBO) Oregon certification highly desired
- 3 years of progressive bookkeeping experience Indiana a multi-client environment
- 3 years of client servicing experience handling tasks of various complexity for small business owners
- Superior verbal and written communication skills
- Excellent working knowledge of Microsoft suite, including Excel, Outlook, and Teams
- Strong problem-solving, process improvement, critical thinking, and prioritization skills
- Ability to create an inclusive workplace
- Must pass a background check and meet work from home requirements
Additional Benefits:
- Work with a team of smart, creative, and motivated people
- Continue to learn with ongoing training, career pathing, and supportive leaders
- Top benefits and perks, including comprehensive health coverage, competitive salary, paid parental leave, and 401k match
- Flexible work arrangements and ability to work from home
- Awesome culture and inclusive workplace that gives employees a voice to speak up and be heard
Job title: Client Relations Specialist – Bookkeeping
Company: Guidant Financial
Expected salary: $57000 – 62000 per year
Location: New Orleans, Louisiana
Job date: Thu, 12 Sep 2024 07:49:23 GMT