Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial

A leading financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in accounting and tax services. The role requires excellent client communication, organizational skills, and the ability to handle multiple clients simultaneously. Ideal candidates will have a solid background in bookkeeping and familiarity with QuickBooks Online. This fully remote position allows for flexible work arrangements and offers a competitive salary alongside comprehensive benefits. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Remote Bookkeeping & Client Onboarding Specialist in Atlanta, GA vacancy
  •  ...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 work
    Work from home

    Guidant Financial

    North Platte, NE
    2 days ago
  •  ...A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates... 
    Remote work
    Work from home

    Guidant Financial

    United States
    2 days ago
  •  ...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

    Guidant Financial

    Fayetteville, NC
    5 days ago
  •  ...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 work

    Guidant Financial

    United States
    2 days ago
  • 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

    Guidant Financial

    Blue Springs, MO
    2 days ago
  •  ...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... 
    Remote work

    Guidant Financial

    Albany, GA
    5 days ago
  • 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

    Guidant Financial

    Durham, NC
    4 days ago
  • $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 work
    Flexible hours

    Guidant Financial

    Glendale, CA
    5 days ago
  • $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 work

    Guidant Financial

    Virginia Beach, VA
    5 days ago
  • 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

    Guidant Financial

    United States
    5 days ago
  • 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

    Guidant Financial

    Florida, NY
    5 days ago
  • $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

    Guidant Financial

    United States
    5 days ago
  •  ...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

    Guidant Financial

    Newport News, VA
    2 days ago
  •  ...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

    Guidant Financial

    Surprise, AZ
    5 days ago
  • $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 work
    Flexible hours

    Guidant Financial

    Caldwell, ID
    5 days ago
  • $65k - $75k

     ...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
    Full time

    Virtual Task Buddie

    Remote
    6 days ago
  • $88.4k - $132.6k

     ...Category: Consumer Sales, WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and...  ...Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact... 
    Remote work
    Full time
    Work at office
    Immediate start

    Citigroup

    New York, NY
    3 days ago
  • $67.5k - $82k

     ...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 work
    Full time
    Work from home

    Virtualite Business Process Outsourcing Services

    Remote
    4 days ago
  •  ...Managing the onboarding process for complex accounts, the full-time Client Onboarding Specialist will oversee new client account openings, ensure compliance with regulations...  ...as a subject matter expert while working remotely across the United States. Key responsibilities... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    4 days ago
  • A travel services company is looking for a Client Onboarding Coordinator to join their fully remote team. In this role, you will guide clients through the onboarding process, ensuring all arrangements are accurate and aligned with client expectations. Strong communication... 
    Remote work

    Hopesglobalgetaways

    Chesapeake, VA
    2 days ago
  •  ...Nuvant is hiring Virtual Client Onboarding Representatives to guide new and prospective clients through financial solutions aligning with their...  ...services and steer clients toward the next step, all in a remote, client-facing capacity. Core responsibilities include initiating... 
    Remote work

    Nuvant Consulting Group

    Richmond, VA
    1 day ago
  • $5,000 per month

     ...renewal signal. You work within an existing onboarding org, follow established playbooks, and...  ...conversation with a frustrated client You wait for direction rather than acting...  ...a $1K bonus opportunity (USD) ~ Fully remote ~ Direct line to senior onboarding leadership... 
    Remote work
    For contractors

    AI Acquisition

    United States
    1 day ago
  •  ...for the legal and accounting industry. We are looking for a Client Onboarding Specialist to join our team at ProfitSolv!As a Client Onboarding...  ...rewarded for your hard work with performance-based merits.Remote Work. Want to work from home? No problem!As a Client Onboarding... 
    Remote work
    Work from home

    Profitsolv

    West Palm Beach, FL
    3 days ago
  • $25 - $30 per hour

     ...Mindlance. Position: New Accounts Specialist (3 openings) Contract: 5...  ...DE (4 days in office, 1 day remote each week) Key Responsibilities...  ..., LP, Corporation, etc.) and client information. Communicate...  ...experience in account opening, onboarding, or client services (banking... 
    Remote work
    Contract work
    Work at office
    1 day per week

    Mindlance

    Los Angeles, CA
    4 days ago
  • $150k - $190k

     ...York, London, Singapore, and Cyprus. Whether in‑office or remote, you’ll be part of a hybrid‑friendly environment where your...  ...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical... 
    Remote work
    Full time
    Work at office
    Afternoon shift

    Castle Island Co

    New York, NY
    5 days ago
  •  ...The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital’s network of Correspondent Lender (CL) partners. This...  ...for training Hybrid schedule after - up to 3 days/week remote We Offer Growth-oriented work environment Training opportunities... 
    Remote work
    Full time
    Casual work
    Internship
    Monday to Friday
    3 days per week

    RCN Capital

    Windsor, CT
    1 day ago
  • $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...  ...alignment. Advanced proficiency in virtual training, remote onboarding, and implementation best practices. Strong analytical... 
    Remote work

    SpotOn: Sales

    New York, NY
    1 day ago
  • Ocra is hiring an Onboarding Specialist to guide new clients through their first 60 days on the Ocra platform. You will coordinate with internal teams, collect...  ...on reporting features. This role offers a fully remote schedule across the U.S. and a clear growth path within... 
    Remote job

    Ocra Co

    Brooklyn, NY
    4 days ago
  • ProfitSolv, a SaaS business services provider for legal and accounting industries, is seeking a Client Onboarding Specialist to ensure exceptional service and successful product adoption. You will build strong client relationships, manage conversations across support channels... 
    Remote job

    Profitsolv

    West Palm Beach, FL
    3 days ago
  • A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role...  ...compensation, monthly bonuses, and 401(k) benefits, and is fully remote. #J-18808-Ljbffr Peregrine Search Solutions
    Remote job
    Full time

    Peregrine Search Solutions

    New York, NY
    3 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!