Remote Bookkeeping & Client Onboarding Specialist
$60kGuidant Financial
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 practices. Candidates should have at least 3 years of client service experience, 1-3 years of bookkeeping in a multi-client setting, and proficiency in QuickBooks Online. The position offers a competitive salary of $60,000 and flexible work arrangements. #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 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 workWork from home
- ...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
- ...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 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 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 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 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 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 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 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- 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
$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- ...AO in the United States is seeking remote representatives to connect with families through Zoom-based virtual consultations, building lasting, trust-based client relationships from the comfort of home. This 100% remote role covers U.S. & Canada, with weekly pay, comprehensive...Remote workWeekly payWork from home
- ...To ensure exceptional service and support for all clients, the full-time remote Client Onboarding Specialist will develop strong client relationships, manage support conversations, and collaborate with internal teams to enhance the client experience. Key responsibilities...Remote workFull time
- 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
- ...Beck Technology, Ltd. is seeking a Client Onboarding Specialist in Dallas, Texas, to join our Customer Success team. This role involves executing a comprehensive onboarding plan for new clients and delivering exceptional customer service, primarily through virtual meetings...Remote workFlexible hours
- ...Deal Exchange, LLC is searching for a highly motivated Client Success Onboarding Specialist in Washington. The successful candidate will oversee client... ...to support clients effectively. The role is fully remote and requires a Bachelor's degree or equivalent experience...Remote work
$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 workFor contractors$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 workContract workWork at office1 day per week- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a 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
- ...service (SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-... ...or project management experience ~ Ability to work 100% remote ~ Up to 20% travel ~ Bachelor's degree or equivalent experience...Remote workTemporary work
$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 workFull timeWork at officeAfternoon shift- ...completion of the probationary period.JOB OVERVIEWThe New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and... ...environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard...Remote workWork at officeHome officeNight shiftWeekend work
- ## Client Onboarding SpecialistApplylocations: Fort Myerstime type: Full timeposted on: Posted 3... ...## JOB OVERVIEWThe New Client Accounts Specialist - Onboarding serves as a point of contact... ...a corporate office setting or a remote/home office environment, and routinely...Remote workWork experience placementWork at officeHome officeNight shiftWeekend work
- ...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
- ...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 workFull timeCasual workInternshipMonday to Friday3 days per week
$46.55k - $67.1k
...hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and... ...alignment. Advanced proficiency in virtual training, remote onboarding, and implementation best practices. Strong analytical...Remote workSummer work- 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
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