Guidant Financial

The Role Guidant financial is currently looking for a remote Client Relations Specialist.. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.. Awesome Culture: Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.. Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.. This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MOThe wage for this position is between $57,000 - $62,000 annually.

client relations specialist

The Role Guidant financial is currently looking for a remote Client Relations Specialist. With moderate autonomy, this role will support the Bookkeeping and Tax Services department by coordinating various client communications, department workflows and processing responsibilities.What You’ll Be Doing Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity Manage and prevent client escalations leveraging customer services and problem-solving skills with technical and product knowledge Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions Prepare and explain add-on billing charges Process client terminations Deliver high quality bookkeeping and tax service to a portfolio of clients of different sizes in multiple industries Understand client business models to support with products, processes, and client relations Advise on client communication and best practices Additional Functions Support Maintenance, onboarding, and tax teams with phones or email, as needed Contribute to department and team projects Performs other duties as required Requirements Must be 18 years of age or older  Bachelor’s degree in Business, Accounting, or Finance or equivalent experience required Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired  3 years of progressive bookkeeping experience in a multi-client environment  3 years of client servicing experience handling tasks of various complexity for small business owners Understands small business accounting and tax services Superior verbal (phone) and written communicator who knows how read their audience Excellent working knowledge of Microsoft suite including Excel, Outlook and Teams Skills in problem solving, process improvement, critical thinking, prioritization Ability to work in an autonomous environment where you can be a self-directed, independent worker  Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen  Other Requirements Must pass a background check Must meet work from home requirements to qualify  Complete continuing education based upon current certifications For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet. Benefits  Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people  When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!   Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.   Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.   Awesome Culture: Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.   Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.  This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MOThe wage for this position is between $57,000 - $62,000 annually.

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