Remote Bookkeeping & Client Onboarding Specialist

$60k

Guidant 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

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Remote Bookkeeping & Client Onboarding Specialist in Caldwell, ID vacancy

Remote Bookkeeping & Client Onboarding Specialist
...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
3 days ago
Remote Bookkeeping & Client Onboarding Specialist
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
9 hours ago
Remote Client Onboarding Specialist
...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
Virtual Task Buddie
New York, NY
1 day ago
Client Onboarding Specialist
...~ Employee discounts Location: (Hybrid/Remote) Schedule: Monday–Friday | 8:00 AM – 5:0... ...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...
Remote work
Full time
Work at office
Monday to Friday
Parmele Disability Advocates
Wichita, KS
6 hours ago
Senior Client Onboarding Specialist
$55.3k - $76.08k
...achieve financial freedom. Empower Yourself. As a Senior Client Onboarding Specialist, you will work directly with Empower Personal Wealth's... ...compliance requirements. Experience supporting web-based or remote investment service delivery. Experience working with...
Remote work
16 hours
Temporary work
Work experience placement
Casual work
Work at office
Local area
Work from home
Work visa
Flexible hours
Empower Annuity Insurance Company of America
United States
2 days ago
Client Onboarding Specialist
$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
SpotOn: Sales
New York, NY
4 days ago
KYC Client onboarding Specialist
...KYC Client Onboarding Specialist Location: New York, NY Duration: 04 Months Possibility for extension Role will start onsite. Generally two rounds... ...available to answer questions and queries from local and remote team members and users in a timely fashion Behave in an...
Remote work
Local area
eTeam
New York, NY
2 days ago
Client Onboarding Specialist
...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details,... ...and comfortable working independently in a remote environment. Are comfortable being in a...
Remote work
Full time
For contractors
Fixed term contract
Work from home
Wetravel
Mexico
a month ago
Client Onboarding Specialist (Retirement & Financial Services)
...Customer Service Onboarding Specialist (Retirement) We are seeking a highly organized and detail... ...compliant on-boarding experience for our clients by coordinating communications,... ...Work Environment Requirements Fully remote position candidates must maintain a secure...
Remote work
Work at office
Home office
Benetrends Financial
Lansdale, PA
2 days ago
Client Onboarding Specialist
...Job Description Job Description CLIENT ONBOARDING ENGINEER Location: Nashville, In Office Operations / Project Services Reports... ...provider access Discovery & Documentation • Run on-site and remote discovery of the client's environment, pain points, and...
Remote work
Full time
For contractors
Work at office
TECHNOLOGY LAB, LLC
Nashville, TN
5 days ago
Client Onboarding Specialist
$21.8 - $25.64 per hour
...Job Description Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD! Responsibilities Include: NOTE:... ...with internal and external partners, and in some cases with remote video software. ~ Organizational skills, attention to...
Remote work
Hourly pay
Full time
Work experience placement
Local area
Immediate start
Flexible hours
Hunt Valley, MD
3 days ago
Client Services Onboarding Specialist
...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 work
Full time
Monday to Friday
Shift work
LifeTree Inc.
Phoenix, AZ
6 days ago
Remote Customer Success & Onboarding Specialist
...United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2... ...skills, and is comfortable with tools like HubSpot and Jira. This remote position offers a competitive salary, unlimited PTO, and...
Remote work
DashFuel
New York, NY
1 day ago
Remote Onboarding & Customer Success Specialist
...A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...
Remote work
WOW Remote Teams
United States
8 hours ago
Senior Accountant Turned Recruiter
...ease and novelty for our candidates and clients, letting them know they're in good hands... ...environment(s) that included full cycle bookkeeping and monthly accounting close process required... ...and/or hiring experience in a remote accounting environment is obviously a major...
Remote work
Full time
Temporary work
For contractors
Flexible hours
Viaggio Partners
United States
20 hours ago
Talent Recruiter
$1,000 per month
...is looking for one HR Talent Specialist to join our strong team. Our... ...events. Employee Onboarding: Assist in the onboarding process... ...inventory levels Assist with bookkeeping tasks using QuickBooks software... ...) Work Location: Remote Job City Dallas,GA. State...
Remote work
Hourly pay
Full time
Contract work
Part time
Internship
Work at office
Monday to Friday
Flexible hours
Weekend work
Day shift
Maharaja Enterprises LLC
United States
20 hours ago
Customer Onboarding Specialist
...Customer Onboarding Specialist Location: Coppell, TX Remote Duration: Contract to Hire This role focuses on helping new professional tax preparer clients successfully set up and use the TaxAct software suite. Guiding customers through initial setup and software...
Remote work
Contract work
TriOptus LLC
United States
20 hours ago
Customer Onboarding Specialist
$75k - $90k
...Customer Onboarding Specialist Location: This position is hybrid with 2 days remote/3 days in our HQ in Scottsdale when not traveling. There may be quarterly travel required to support new customer implementations, site readiness activities, and in-person onboarding...
Remote work
Contract work
Local area
evolvedMD
Scottsdale, AZ
2 days ago
Customer Onboarding Specialist
$28 - $30 per hour
...Our client, a leading organization in the healthcare and pharmaceutical distribution... ...industry, is seeking a dedicated Customer Onboarding Specialist to join their team. As a Customer... ...Hybrid work environment with in-office and remote work days. Opportunity to support impactful...
Remote work
Hourly pay
Weekly pay
Temporary work
Work at office
Flexible hours
Experis/Manpower Group
Irving, TX
1 day ago
Customer Service Representative - Remote New Member Onboarding Specialist (Entry Level)
...Growth-Focused & Opportunity-Driven Career Remote Client Representative – Work From Home (100% Virtual) AO operates within a unique... ...Comprehensive Training & Mentorship Receive world-class onboarding, training, and ongoing mentorship from experienced leaders invested...
Remote work
Hourly pay
Weekly pay
Full time
Contract work
For contractors
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Bensalem, PA
6 days ago
WFH - Client Onboarding Specialist
...productivity, and scalability—allowing clients to focus on what matters most. We are... ...representatives with the ability to work remotely to drive revenue through client expansion... ...in CRM tools • Collaborate with onboarding and operations teams to support client success...
Remote work
Full time
Work from home
Virtualite Business Process Outsourcing Services
United States
10 days ago
Customer Onboarding Specialist - MerusCase
...the role? As an entry-level Customer Onboarding Specialist with one of our leading products, MerusCase... ...a candidate who can maintain strong client relationships while operating in a... ...vacation + sick and parental leave ~ Remote working flexibility ~ Budget for home...
Remote work
Home office
Shift work
Paradigm
New York, NY
11 days ago
Client Accounting Specialist
$25 - $45 per hour
...Carter Advisors is seeking an experienced Client Accounting Specialist to join our growing CPA firm. In this... ...role. If you currently provide bookkeeping services part-time or as a side... ...Job type: Part-time to full-time Work location: In person w/ remote...
Remote work
Hourly pay
Full time
Part time
Flexible hours
Dan Carter Advisors CPA PLC
Jenison, MI
4 days ago
Client Onboarding Specialist
...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details,... ...and comfortable working independently in a remote environment. Are comfortable being in a...
Remote work
Full time
For contractors
Fixed term contract
Work from home
Wetravel
Remote
a month ago
Customer Onboarding Specialist
...The Customer Onboarding Specialist is responsible for delivering high-quality technical onboarding experiences that reduce time-to-value and... ...guidance, education, and enablement. This is a full-time, remote position based in Latin America. If located near an office,...
Remote work
Full time
Work at office
3 days per week
Planet Labs
Remote
28 days ago
Customer Onboarding Specialist - Coffee Sales (North & South Carolina)
...Customer Onboarding Specialist - Coffee Sales (North & South Carolina) The Nestl Professional Solutions... ...with our existing customers. This is a remote-based role in North or South Carolina... ...requirement of 40% or more, based on client and business needs. This role is...
Remote work
Work at office
Afternoon shift
Stouffers
Charlotte, NC
2 days ago
Remote Client Onboarding Specialist
$25.45k - $28.5k
...come from Role Overview: As a Specialist, Onboarding, you are a professional who thrives in... ...adoption Effectively communicate client information, trends, and feedback... ...category protected under the law. #LI-Remote Use of Artificial Intelligence...
Remote job
Full time
For contractors
Monday to Friday
Flexible hours
Shift work
Housecall Pro
Remote
12 days ago
Remote Customer Onboarding Specialist
...world. Planet is a global company with employees working remotely world wide and joining us from offices in San Francisco,... ...Slovenia, and The Netherlands. About the Role: The Customer Onboarding Specialist is responsible for delivering high-quality technical...
Remote work
Full time
Work at office
Local area
Home office
3 days per week
Planet Labs Inc.
Remote
27 days ago
WFH - Sales & Client Onboarding Specialist
...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
United States
17 days ago
Recruiter (Talent Community Builder)
$1,250 per month
...interviews. But the real business we are in is readiness. A client tells us on a Tuesday that their bookkeeper resigned, and the only thing that matters is whether... ...required, but they are a big plus. Recruiting for remote roles across multiple regions, particularly LATAM,...
Remote work
Full time
Live in
Work at office
Immediate start
Monday to Friday
Flexible hours
ScaleSource
Remote
28 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!