About the job
Join us in a rewarding remote opportunity with Guidant Financial! We are a well-established company dedicated to empowering entrepreneurs across the nation. Currently, we are looking for talented individuals in specific states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The annual salary for this role is $60,000, offering a competitive compensation package.
Note: Please apply to only one location per role to avoid multiple communications regarding the position.
Do you have a passion for helping entrepreneurs achieve their business dreams? At Guidant Financial, we have been making an impact for over 23 years, having facilitated $5 billion in funding that has led to the establishment of over 30,000 businesses and nearly 100,000 jobs, significantly contributing to the economy.
We believe in empowering our employees to create a positive influence on our clients and their own career trajectories. Our journey towards becoming an ESOP company reflects our commitment to shared accountability and long-term success.
Core Values:
Adaptability: You thrive in change, ready to embrace new opportunities and inspire others.
Connection: Building meaningful relationships is at the heart of your work, lifting others as you grow.
Excellence: You continuously seek improvement, driven by a deep curiosity.
Position Overview:
As a Client Relations Specialist, you will serve as the primary contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting their journey. You'll lead client meetings, coordinate workflows, and help clients navigate technical setups and ongoing services.
This role requires a blend of customer experience, accounting knowledge, and operational coordination, ensuring clear communication, attention to detail, and the ability to manage multiple clients. You will collaborate cross-functionally with internal teams, ensuring clients feel supported and informed throughout their experience.

