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CLIENT RELATIONS SPECIALIST - BOOKKEEPING

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-solvi...

CompanyGuidant Financial
AddressVidalia, GA
CategorySales/marketing
Job typeFull-Time
Date Posted a month ago See detail

Client Relations Specialist - Bookkeeping

Guidant Financial

Vidalia, GA

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-solvi...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Post Falls, ID

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-solvi...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

North Carolina, United States

$57,000 - $62,000 a year

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-solvi...

a month ago seen See more...

Account Representative I

Guidant Financial

San Antonio, TX

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Marion, NC

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-solvi...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Bristol, VA

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-solvi...

a month ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Christiansburg, VA

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-solvi...

a month ago seen See more...

Account Representative I

Guidant Financial

Orlando, FL

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Account Representative I

Guidant Financial

Eden, NC

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Richmond, VA

$57,000 - $62,000 a year

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-solvi...

2 months ago seen See more...

Account Representative I

Guidant Financial

Rincon, GA

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Rincon, GA

$57,000 - $62,000 a year

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-solvi...

2 months ago seen See more...

Account Representative I

Guidant Financial

Missouri, United States

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Account Representative I

Guidant Financial

Jacksonville, FL

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Roanoke, VA

$57,000 - $62,000 a year

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-solvi...

2 months ago seen See more...

Account Representative I

Guidant Financial

Gilbert, AZ

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Vinton, VA

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-solvi...

2 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Boise, ID

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 months ago seen See more...

Account Representative I

Guidant Financial

Wilmington, NC

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Account Representative I

Guidant Financial

Chesapeake, VA

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Account Representative I

Guidant Financial

Plano, TX

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Georgia, United States

$57,000 - $62,000 a year

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-solvi...

2 months ago seen See more...

Account Representative I

Guidant Financial

Herriman, UT

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Account Representative I

Guidant Financial

Burley, ID

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Retirement Plan Specialist

Guidant Financial

Rupert, ID

$23 an hour

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

North Carolina, United States

$57,000 - $62,000 a year

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-solvi...

2 months ago seen See more...

Account Representative I

Guidant Financial

Newport News, VA

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Shelby, NC

$57,000 - $62,000 a year

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-solvi...

2 months ago seen See more...

Account Representative I

Guidant Financial

Draper, UT

$43,680 a year

Manage a queue of cases and respond within a defined time frame. Develop a basic understanding of retirement plans, specifically 401(k) Plans. Ability to complete tasks independently while also collaborating within your team and d...

2 months ago seen See more...

Client Relations Specialist - Bookkeeping

Guidant Financial

Martinsville, VA

$57,000 - $62,000 a year

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-solvi...

2 months ago seen See more...

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