Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
Blue Springs, MO
- 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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Remote Bookkeeping & Client Onboarding Specialist in Blue Springs, MO vacancy
$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 hoursGuidant Financial
Caldwell, ID1 day ago- 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 jobWork 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 should...Remote job
- 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 job
- 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 reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping,...Remote job- 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 to...Remote job
- 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 ideal...Remote job
$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 jobFlexible hours$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- ...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
- ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer ~1. Purpose with a process — not vague “help people.” ~2. Work from home. ~3. A growth path if the numbers and the attitude...Remote workWork from homeFlexible hours
AO Garcia Agency
Horace, ND11 hours ago - ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude...Remote workPart timeWork from homeFlexible hours
- ...Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk... ...conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm...Remote workFull timeWork from home
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who lead...Remote workFull timePart timeWork from home
- ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay 1. Control of the calendar. Full-time...Remote workFull timePart timeWork from homeFlexible hours
- ...strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations... ...• On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n\nRemote workFull timeWork at officeWork from home
- ...This is a remote financial-services seat built around warm leads and a training system. If you... ...simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing...Remote workFull timeWork from homeFlexible hours
- Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-...Remote workFull timeWork from home
- ...AO Garcia Agency is seeking motivated individuals for a remote career focused on warm leads. You will engage with people who have already... ...requested conversations, explain benefit options clearly, help clients enroll when it is a fit, and maintain a disciplined follow-up...Remote work
AO Garcia Agency
United States2 days ago - ...AO Globe Life is seeking a Remote Client Onboarding Associate to guide new clients through the initial steps of their service experience from home. This entry-level position emphasizes clear communication, a client-focused approach, and quick learning of processes in...Remote work
AO Globe Life
United States4 days ago - ...Grand Valley State University seeks a part-time Centralized Client Onboarding Specialist to serve as the front door for the Michigan SBDC,... ...guiding them through a standardized onboarding process. This remote, hourly position is limited to 29 hours per week with a 1-...Remote workHourly payPart time
Grand Valley State University
United States1 day ago - ...interviews only. The day involves meetings, plain-language explanations, follow-ups, notes, and scheduling, with clear pathways for advancement for high performers. This role offers flexibility with full-time or part-time options and remote collaboration. #J-18808-Ljbffr...Remote workFull timePart timeWork from home
AO Globe Life
Cumberland, RI1 day ago - ...Broadridge is seeking an experienced Client Success Representative to join our Onboarding Team. You will become the primary contact for assigned clients, managing onboarding from start to finish and ensuring satisfaction with our platform. You will train clients and...Remote work
Broadridge
United States4 days ago - ...AO Globe Life is seeking a remote team member to help families understand and set up protection options. This position offers work-from-home flexibility and a mentorship-focused environment with clear expectations, enabling you to contribute meaningfully from anywhere...Remote workWork from home
AO Globe Life
Jackson, MS3 hours ago - ...AO Globe Life is seeking a remote, independent contractor to join a mission-driven team focused on helping clients with supplemental benefits. This role suits recent graduates in business or communications, with a genuine interest in service and relationship building....Remote workFor contractors
Ail
United States3 days ago - ...Remote Jobs is seeking a home-based client role offering a flexible schedule and the potential for full-time or part-time engagement. You will run video meetings, work warm leads, and build a book. The company provides the process and coaching, while you contribute work...Remote workFull timePart timeWork from homeFlexible hours
Remote Jobs
El Paso, TX3 days ago - ...Broadridge is seeking an experienced Client Success Representative to join the Onboarding Team. You will build strong client relationships, guide new customers through onboarding, and ensure satisfaction with our Platform.Strong communication, attention to detail, time...Remote work
Broadridge
Baton Rouge, LA2 days ago - ...AO Globe Life is seeking new team members for a fully remote, commission-based opportunity. This role welcomes graduates in business, marketing, or communications and emphasizes inbound client interest, mentorship, and ongoing training. You will build lasting relationships...Remote workFor contractors
Ail
Austin, TX4 days ago - 700Credit is seeking a Client Success Onboarding Specialist to join our team from Florida or Georgia. You will manage the implementation and training of our solutions for new and existing clients, ensuring on-time delivery and high customer satisfaction. As the primary...Remote work
Open Dealer Exchange
Tallahassee, FL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Bookkeeping & Client Onboarding Specialist. Be the first to apply!
Related searches
- insurance customer service advisor Blue Springs, MO
- customer success associate Blue Springs, MO
- manufacturing customer service representative Blue Springs, MO
- customer service attendant Blue Springs, MO
- client service consultant Blue Springs, MO
- customer associate Blue Springs, MO
- customer support specialist Blue Springs, MO
- customer service officer Blue Springs, MO
- customer service rep remote Blue Springs, MO
- customer advisor Blue Springs, MO