Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
- Remote job
A reputable financial company is seeking a Bookkeeping Relations Specialist to act as the primary contact for clients in their Bookkeeping and Tax Services department. This fully remote role requires leading onboarding meetings, educating clients on accounting practices, and managing communications. The ideal candidate should have strong bookkeeping experience, excellent communication skills, and a knack for problem-solving to ensure client satisfaction. Join a dynamic team committed to empowering entrepreneurship and making a meaningful impact in clients' business journeys. #J-18808-Ljbffr Guidant Financial
- ...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details,... ...and comfortable working independently in a remote environment. Are comfortable being in a...Remote workFull timeFor contractorsFixed term contractWork from home
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding...Remote work
- ...services and join our rapidly growing firm. The Client Services Onboarding Specialist is a critical member of our Operations team, responsible... ...Friday, 40 hours/week Work Environment: On-site only (no remote or hybrid options) \nCompany Description LifeTree...Remote workFull timeMonday to FridayShift work
- ...(SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-obsessed... ...or project management experience ~ Ability to work 100% remote ~ Up to 20% travel ~ Bachelor’s degree or equivalent...Remote workFull timeTemporary work
- ...Careerscape is recruiting on behalf of our client, a growing SaaS company headquartered in Austin, TX, for a fully remote Client Onboarding Specialist. In this role, you will be the first true partner new customers have after signing on, guiding them through implementation...Remote workFull timeHome officeFlexible hours
- ...Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday–Friday, 8:00 AM – 5:00 PM (occasional after-hours support as... ...smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing...Remote workFull timeWork at officeHome officeMonday to Friday
$35.25k - $79.3k
...About Remote Remote is solving modern organizations’ biggest challenge – navigating global... ...play a pivotal role in shaping how companies onboard talent around the world. As a Senior Onboarding Client Services Specialist, embedded directly within our Onboarding Operations...Remote workFull timeWork experience placementLocal areaImmediate startWorldwideHome officeFlexible hours$25.45k - $28.5k
...ideas, no matter where they come from Role Overview As a Specialist, Onboarding, you are a professional who thrives in ensuring a seamless... ...driving early product adoption Effectively communicate client information, trends, and feedback across teams (i.e. Sales,...Remote workFull timeFor contractorsMonday to FridayFlexible hoursShift work- ...United States Digital Space LLC offers a remote role within the United States, with a requirement to live within 50 miles of the Phoenix business unit. The position centers on onboarding customers, coordinating services, and maintaining clear, proactive communication throughout...Remote work
- ...B SaaS company seeking a Customer Support Specialist for its Customer Success team. The role focuses... ...-class customer journey and assisting onboarding. Local candidates in Morrisville, NC (hybrid: three days in office) or remote US-based contingency candidates are...Remote workWork at officeLocal areaFlexible hours
- ...ease and novelty for our candidates and clients, letting them know they're in good hands... ...environment(s) that included full cycle bookkeeping and monthly accounting close process required... ...and/or hiring experience in a remote accounting environment is obviously a major...Remote workFull timeTemporary workFor contractorsFlexible hours
- ...Guiding new clients through the onboarding process, the full-time remote Customer Onboarding Specialist will manage product setup, accelerate Time to First Value, and enhance customer confidence across the PushPress product suite. Key responsibilities Guide new clients...Remote workFull time
- ...Recruitment Services Job Type: Remote (Work-from-Home) Location: Global... ...Google Ads & Facebook Ads support Bookkeeping Virtual Assistant Accounts payable... ...to learn and adapt to various client tools or platforms Soft Skills & Traits...Remote workFull timeWork at officeWork from home
- ...Growth-Focused & Opportunity-Driven Career Remote Client Representative – Work From Home (100% Virtual) AO operates within a unique... ...Comprehensive Training & Mentorship Receive world-class onboarding, training, and ongoing mentorship from experienced leaders invested...Remote workWeekly payFull timeContract workWork from homeFlexible hours
$25 - $30 per hour
...Security Staffing LLC is on the lookout for a Customer Onboarding Specialist to join our Support team in a full-time, remote capacity. This entry-level role offers a unique opportunity to engage directly with our clients as they transition into utilizing our security...Remote workHourly payFull time- ...the role? As an entry-level Customer Onboarding Specialist with one of our leading products, MerusCase... ...a candidate who can maintain strong client relationships while operating in a... ...vacation + sick and parental leave ~ Remote working flexibility ~ Budget for home...Remote workHome officeShift work
- ...The Customer Onboarding Specialist is responsible for delivering high-quality technical onboarding experiences that reduce time-to-value and... ...guidance, education, and enablement. This is a full-time, remote position based in Latin America. If located near an office,...Remote workFull timeWork at office3 days per week
- ...productivity, and scalability—allowing clients to focus on what matters most. We are... ...representatives with the ability to work remotely to drive revenue through client expansion... ...in CRM tools • Collaborate with onboarding and operations teams to support client success...Remote workFull timeWork from home
$25 - $37 per hour
...reduces the total cost of care. As a Temporary Recruiter and Onboarding Specialist , you will play a critical role in supporting our rapidly... ...extend Hours: Full-time (40 hours/week) Location: Remote from Minnesota, ability to meet in person around Eden...Remote workHourly payFull timeContract workTemporary workLocal areaShift work- ...world. Planet is a global company with employees working remotely world wide and joining us from offices in San Francisco,... ...Slovenia, and The Netherlands. About the Role: The Customer Onboarding Specialist is responsible for delivering high-quality technical...Remote workFull timeWork at officeLocal areaHome office3 days per week
- ...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details,... ...and comfortable working independently in a remote environment. Are comfortable being in a...Remote workFull timeFor contractorsFixed term contractWork from home
- ...Professional Solutions is hiring a Customer Onboarding Specialist in the North and South Carolina area to... ...with our existing customers. This is a remote-based role in North or South Carolina... ...requirement of 40% or more, based on client and business needs. This role is...Remote workWork at officeAfternoon shift
- ...Job Description Job Description Role: Mantl Expert (Digital Account Opening / Onboarding Specialist ) Remote / WFO / Hybrid: Hybrid with some travel to Detroit Hire Type (FTE/Contract): Contract Project Duration: 12+ months Rate: Depends on Experience (...Remote workContract workWork from homeFlexible hours
$1,250 per month
...interviews. But the real business we are in is readiness. A client tells us on a Tuesday that their bookkeeper resigned, and the only thing that matters is whether... ...required, but they are a big plus. Recruiting for remote roles across multiple regions, particularly LATAM,...Remote workFull timeLive inWork at officeImmediate startMonday to FridayFlexible hours- ...digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and... ...conversations • Self-motivated and effective in a remote work environment What we offer: • Competitive compensation...Remote workFull timeWork from home
- ...PREMIER KAIKI LLP is seeking an Accounting Staff member in Torrance, California. The responsibilities include assisting with bookkeeping, preparing reconciliations, and supporting accounts payable and receivable processes. Ideal candidates should hold a BA/BS in Accounting...Remote workWork from homeFlexible hours
$85k - $120k
About the RoleWith a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and business partners, and will help build confidence, trust and goodwill throughout the...Contract workWork at officeLocal areaWork from home$24 - $28 per hour
...Accounts Receivable Coordinator helps ensure client payments are applied accurately,... ...accounts receivable, billing, collections, bookkeeping, or a related accounting role Working... ...schedule of three onsite days and two remote days each week Nice to Have Associate...Remote workHourly payFull timeTemporary workWork at officeFlexible hours2 days per week- ...Zuddl, located in Plano, Texas, is seeking a Product Enablement Specialist to empower customers for successful adoption of their event platform. In this role, you'll design structured onboarding plans, conduct training sessions for various users, and help optimize workflows...Remote workFlexible hours
- ...leading financial services group is seeking an Onboarding Specialist to oversee fund and investor onboarding for U.S. clients, ensuring compliance with AML/KYC regulations.... ...compensation and the opportunity to work in a progressive remote environment. #J-18808-Ljbffr...Remote work
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