Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
- Remote job
A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should have experience in client services and bookkeeping, with strong communication skills. This role emphasizes customer experience alongside technical expertise in accounting practices. Competitive salary and benefits package included; potential for growth within an inclusive company culture. #J-18808-Ljbffr Guidant Financial
- ...A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping...Remote workWork from home
- ...A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates...Remote work
- A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication...Remote work
- ...A reputable financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in a fully remote setting. This role involves leading client meetings, supporting clients with their technical setups, and managing communications...Remote work
$60k
...A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...Remote workFlexible hours$60k
...A reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting...Remote workFlexible hours- ...A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications...Remote work
- ...A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The...Remote work
- A leading financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services department. This fully remote role involves leading client onboarding, educating them on accounting best practices, and managing communications...Remote job
$60k
A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported...Remote job- A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3+...Remote job
- ...leading financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in accounting and tax services. The role requires... ...familiarity with QuickBooks Online. This fully remote position allows for flexible work arrangements and...Remote jobFlexible hours
- ...Total Fire Protection in the United States is seeking an onboarding specialist to guide new clients through the onboarding process, coordinating next... ...systems, and respond to onboarding questions while working remotely with cross‑functional teams to ensure a smooth start...Remote work
- ...based role with a calendar you control, full-time or part-time options. You will run video meetings, nurture warm leads, and build a client book. The company supplies the process and coaching; you provide the work ethic and drive. This setup rewards initiative, clear...Remote workFull timePart timeWork from homeFlexible hours
- ...Partner Company seeks a customer success specialist to onboard new clients and serve as their main point of contact. This fully remote role supports a fitness and wellness platform with a high-energy environment. You will collaborate with internal teams to resolve client...Remote work
- ...AO Garcia Agency is seeking motivated candidates for a remote sales role focused on financial-protection options. You will work with... ...follow a clear, coached process to guide conversations and enroll clients when appropriate. You will be coached by experienced staff,...Remote work
- ...Simera is seeking a proactive Client Success Specialist to build strong client relationships, support onboarding, and drive ongoing engagement. This role focuses on understanding client needs and delivering solutions that maximize satisfaction and long-term retention....Remote work
- ...Lever, Inc. is seeking candidates who are coachable and consistent for a fully remote role conducted from home. Training is provided with live coaching, and there is potential for advancement for those who perform well. The position offers full-time or part-time options...Remote workFull timePart time
- ...Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, engaging them via web presentations and collaborating with a growing team. Work-life balance and a flexible schedule...Remote workFlexible hours
- ...Nuvant Consulting Group is hiring a Virtual Client Onboarding Representative to serve as the main virtual contact for new and prospective clients... ...documenting interactions in the CRM. The role supports a remote work setting with a people-first culture, offering...Remote work
- ...Housecall Pro is seeking an Onboarding Specialist to ensure a seamless and positive onboarding experience for our Pros, coordinating activation, adoption, and value realization on the platform. You will be the primary contact during the critical post‑enrollment window,...Remote work
- ...AO Garcia Agency is seeking a self-motivated, remote client specialist with a flexible schedule. You will run video meetings, nurture warm leads, and build a client book. We supply the process and coaching; you bring the work ethic. Benefits include no commute and web...Remote workFull timePart timeFlexible hours
- ...Aogarciaagency is seeking motivated people for a remote career with upside. You’ll talk with warm leads who already requested help with... ...conversations, explaining benefit options clearly, and helping clients enroll when it is a fit. You will keep a clean follow-up rhythm...Remote work
- ...Serving as the primary point of contact for new clients, the full-time Client Onboarding Specialist will manage the onboarding process, coordinate with multiple teams, and ensure service readiness in a remote work environment. Key Responsibilities Conduct kickoff meetings...Remote workFull time
- ...Job Title: Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are seeking a highly motivated Client Onboarding Specialist. The ideal candidate will be responsible for onboarding new clients, configuring technical solutions, providing...Remote workFull time
- ...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 workWork from home
- ...Serving as the primary point of contact for new high net worth clients, the full-time Senior Client Onboarding Specialist will manage the onboarding and asset transfer process remotely, providing exceptional service and support throughout. Key responsibilities Manage...Remote workFull time
$50k - $65k
...0 per year + performance bonuses and incentives Location: Remote, US Working arrangement: Fully remote Full-time | Permanent... ...with a fast-growing services business looking for a Client Onboarding Specialist to help turn interested prospects into successful long-term...Remote workPermanent employmentFull time- ...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
- ...CLIENT ONBOARDING ENGINEER Location:Nashville, In Office Operations / Project Services Reports to VP of Operations Full-Time, Exempt... ...access Discovery & Documentation Run on-site and remote discovery of the client's environment, pain points, and operational...Remote workFull timeFor contractorsWork at office
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