Remote Bookkeeping & Client Onboarding Specialist
$60kGuidant Financial
- Remote job
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 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...Remote work
- 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 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 jobWork 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 job
- 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
- 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
$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$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- 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
$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 workFull timeWork at officeImmediate start- ...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
- ...a startup needs in one place: Banking, Cards, Bill Payments, Bookkeeping, Tax, HR, Payroll, and Benefits-all with 10x better workflows... ...contact for an assigned portfolio of customers. Oversee the onboarding process, ensuring seamless implementation and adoption of our...Remote workFlexible hoursShift work
- ...Job Type Full-time Description About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding... ...work environment and support flexible and full-time remote team members. Applicants must be authorized to work for...Remote workFull timeWork visaFlexible hours
$50.3k - $69.13k
...Client Onboarding Specialist Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself... ...Experience delivering high-touch client service through remote and digital channels. Ability to thrive in a fast-paced...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from home- ...CL Onboarding Specialist The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital's network of Correspondent... ...for training Hybrid schedule after - up to 3 days/week remote We Offer: Growth-oriented work environment...Remote workFull timeCasual workInternshipMonday to Friday3 days per week
$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- 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
- 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
- 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 job
- 700Credit is seeking a Client Success Onboarding Specialist to manage the implementation and training of our solutions for new and existing clients from Florida or Georgia. You will analyze client needs, develop tailored training, and ensure all activities run on time...Remote job
- ...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 workWork from home
- ...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 workLocal area
- ...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 workFull timeFor contractorsFixed term contractWork from home
$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- ...(SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-obsessed... ...or project management experience ~ Ability to work 100% remote ~ Up to 20% travel ~ Bachelor’s degree or equivalent...Remote workFull timeTemporary work
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