Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
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. Successful candidates will have experience in client service and bookkeeping, excellent communication skills, and proficiency in QuickBooks Online. Join a supportive team that values innovation and professional growth. #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 jobWork 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 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 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
$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$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 jobFlexible hours$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 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
- ...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
- ...Total Fire Protection in the United States is seeking an onboarding specialist to guide new clients through the onboarding process, coordinating next... ...systems, and respond to onboarding questions while working remotely with cross‑functional teams to ensure a smooth start...Remote work
- ...Housecall Pro is seeking an Onboarding Specialist to ensure a seamless and positive onboarding experience for our Pros, coordinating activation, adoption, and value realization on the platform. You will be the primary contact during the critical post‑enrollment window...Remote work
- ...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 workWork from home
- ...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
$70k - $80k
...Client Onboarding Specialist Remote Mogli Technologies delivers a Salesforce application for SMS and WhatsApp communications and impeccable Salesforce implementation services to global organizations. Our products and implementations are easy to use and have robust...Remote workTemporary workTraineeshipImmediate startFlexible hours- Looking for a remote career with real purpose? AO Globe Life is hiring Remote Client Onboarding Specialists to join our mission-driven, fully remote team. This opportunity is well suited to new or upcoming graduates in business, marketing, or communications-or anyone who...Remote workWeekly payImmediate startFlexible hours
$75k - $105k
...Tech Awards USA for Digital Onboarding & Omnichannel Banking and in... ...for MCBankNY.com. We are a client-focused organization that values... ...: The Client Onboarding Specialist is responsible for delivering... ...in-office requirement, 1 day remote (of your choosing and subject...Remote workWork experience placementWork at officeLocal area- Aogarciaagency is seeking a remote team member to help families understand and set up protection options. The role emphasizes flexible hours, mentorship, and a clear path for growth. As part of a supportive environment, you will engage in coaching rather than being left...Remote jobWork from homeFlexible hours
- ...Broadridge Financial Solutions is seeking a Client Success Representative to join our Onboarding Team remotely across multiple US home offices. You will manage onboarding, train clients, and ensure their satisfaction with our Platform. The role emphasizes strong communication...Remote jobFull timeHome office
- Partner Company seeks a customer success specialist to onboard new clients and serve as their main point of contact. This fully remote role supports a fitness and wellness platform with a high-energy environment. You will collaborate with internal teams to resolve client...Remote job
- Fiesta Health is seeking a Client Onboarding Specialist to guide families from referral to enrollment. The role is remote, full-time, with a Monday-Friday schedule (EST), and requires heavy phone interaction to gather information, verify details, and coordinate appointments...Remote jobFull timeMonday to Friday
- Nuvant Consulting Group is hiring a Virtual Client Onboarding Representative to serve as the main virtual contact for new and prospective clients... ...documenting interactions in the CRM. The role supports a remote work setting with a people-first culture, offering...Remote job
- ...CLIENT ONBOARDING ENGINEER Location: Nashville, In Office Operations / Project Services Reports to VP of Operations Full-Time, Exempt... ...access Discovery & Documentation • Run on-site and remote discovery of the client's environment, pain points, and operational...Remote workFull timeFor contractorsWork at office
- Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting... ...maintaining clean CRM records. The position emphasizes working remotely from the United States, with full training provided and...Remote jobPart time
$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 workFull timeFor contractorsMonday to FridayFlexible hoursShift work- ...~ Employee discounts Location: (Hybrid/Remote) Schedule: Monday–Friday | 8:00 AM – 5:00 PM... ...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
$28 - $32 per hour
Job Description Client Onboarding Specialist Remote | 65% Travel | $28 - $32 /hr | Contract-to-Hire A well established and growing wealth management and financial services organization is hiring multiple Client Onboarding Specialists to support advisor firms as they transition...Remote workFull timeContract workLocal area- ...Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team! A Client... ...hybrid work environment and support flexible and full-time remote team members. Applicants must be authorized to work for...Remote workFull timeWork visaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Bookkeeping & Client Onboarding Specialist. Be the first to apply!
- walgreens customer service associate United States
- inside customer service representative United States
- customer service rep remote United States
- airport customer service agent United States
- bilingual customer support specialist United States
- lead customer service representative United States
- customer quality specialist United States
- client experience specialist United States
- customer service associate United States
- customer success specialist United States


