Remote Bookkeeping & Client Onboarding Specialist
$60kGuidant Financial
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, proficiency in QuickBooks Online, and excellent communication skills. This position offers a salary of $60,000, along with a generous benefits package including comprehensive health coverage and paid time off. #J-18808-Ljbffr
- ...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 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...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 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
$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- ...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 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
- 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 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 work
$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 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
$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 work- ...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 workFlexible hours
- A dynamic financial services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service experience and 1-3 years of bookkeeping knowledge. The successful candidate...Remote job
- ...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
- ...milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go.... ...to hold a direct, confident conversation with a frustrated client You wait for direction rather than acting on what's in front...Remote work
- ...Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to welcome new and prospective clients and help them explore financial solutions that align with their goals. You’ll be a key first point of contact, guiding clients toward the next steps and...Remote work
- ...Managing the onboarding lifecycle for multiple clients, the full-time Client Onboarding Specialist will facilitate seamless product implementation and client training while working remotely to ensure successful adoption of Mogli's Salesforce application. Key responsibilities...Remote workFull time
- ...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
- ...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
$50.3k - $69.13k
...customers achieve financial freedom. Empower Yourself. As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring... ...protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...Covered is seeking a Client Support & Onboarding Specialist for a remote, full-time role. You will own provider onboarding, credentialing workflows, and day-to-day client inquiries, ensuring accurate data handling and timely responses. You will serve as the primary...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... ...client conversations Self-motivated and effective in a remote work environment What we offer Competitive...Remote workWork from home
$21.8 - $25.64 per hour
...Client Onboarding Specialist Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD! Responsibilities Include: Support... ...internal and external partners, and in some cases with remote video software. Organizational skills, attention to detail...Remote workHourly payFull timeWork experience placementImmediate startFlexible hours$46.55k - $67.1k
...Client Onboarding Specialist As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale... ...drive alignment. Advanced proficiency in virtual training, remote onboarding, and implementation best practices. Strong analytical...Remote work$25 - $30 per hour
...Mindlance. Position: New Accounts Specialist (3 openings) Contract: 5... ...DE (4 days in office, 1 day remote each week) Key... ..., LP, Corporation, etc.) and client information. Communicate directly... ...experience in account opening, onboarding, or client services (banking...Remote workContract workWork at office1 day per week- CLIENT ONBOARDING ENGINEER Location:Nashville, In Office Operations / Project Services Reports to VP of Operations Full-Time, Exempt POSITION... ...-provider access Discovery & Documentation Run on-site and remote discovery of the client's environment, pain points, and...Remote workFull timeFor contractorsWork at office
- ...Description Job Description Description: Job Summary As our Client Onboarding Specialist, you will be a client-facing project manager, responsible... ...; reliable, self-motivated, and comfortable thriving in a remote, high-impact environment. ~ Not Required (But Helpful)...Remote workWork experience placementWeekend work
- ...insurance Employee discounts Location: (Hybrid/Remote) Schedule: Monday-Friday | 8:00 AM - 5:00 PM CST... ...their lives. The first conversation a potential client has with our firm matters—and as a Client Onboarding Specialist, you'll play a critical role in making that experience...Remote workFull timeWork at officeMonday to Friday
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Bookkeeping & Client Onboarding Specialist. Be the first to apply!
- hospital customer service representative Virginia Beach, VA
- remote customer service advisor Virginia Beach, VA
- customer experience agent Virginia Beach, VA
- service person Virginia Beach, VA
- customer account representative Virginia Beach, VA
- financial customer service representative Virginia Beach, VA
- customer service representative insurance Virginia Beach, VA
- customer experience associate Virginia Beach, VA
- member service representative Virginia Beach, VA
- customer relations associate Virginia Beach, VA



