Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
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 will educate clients on accounting practices and ensure their technical setups are streamlined. You'll need excellent communication skills and the ability to manage multiple clients. Join a team focused on empowering entrepreneurs and fostering long-term success. #J-18808-Ljbffr
- ...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
$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 workFlexible hours- 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
$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 workFlexible 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 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 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
$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 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
- ...Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to welcome new and prospective clients and help them explore financial solutions that align with their goals. You’ll be a key first point of contact, guiding clients toward the next steps and...Remote work
- ...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 workFull timeMonday to FridayShift work
- ...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
- ...Client Onboarding Specialist Total Fire Protection is a full service fire and life safety provider serving commercial and industrial customers.... ...stages of their relationship with Total Fire Protection. This remote position will coordinate account information,...Remote workLocal areaFlexible hours
$50.3k - $69.13k
...Client Onboarding Specialist Our vision for the future is based on the idea that transforming financial lives starts by giving our people the... ...status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...insurance Employee discounts Location: (Hybrid/Remote) Schedule: Monday–Friday | 8:00 AM – 5:00 PM CST... ...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
- ...Covered is seeking a Client Support & Onboarding Specialist for a remote, full-time role. You will own provider onboarding, credentialing workflows, and day-to-day client inquiries, ensuring accurate data handling and timely responses. You will serve as the primary...Remote workFull time
$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- ...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
$21.8 - $25.64 per hour
...Client Onboarding Specialist Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD! Responsibilities Include... ...internal and external partners, and in some cases with remote video software. ~ Organizational skills, attention to detail...Remote workHourly payFull timeWork experience placementImmediate startFlexible hours- CLIENT ONBOARDING ENGINEER Location:Nashville, In Office Operations / Project Services Reports to VP of Operations Full-Time, Exempt POSITION... ...-provider access Discovery & Documentation Run on-site and remote discovery of the client's environment, pain points, and...Remote workFull timeFor contractorsWork at office
- ...Description Job Description Description: Job Summary As our Client Onboarding Specialist, you will be a client-facing project manager, responsible... ...; reliable, self-motivated, and comfortable thriving in a remote, high-impact environment. ~ Not Required (But Helpful)...Remote workWork experience placementWeekend work
- ...Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday–Friday, 8:00 AM – 5:00 PM (occasional after-hours support as... ...smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing...Remote workFull timeWork at officeHome officeMonday to Friday
$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- Rockstar is looking for a Customer Support Specialist to assist small businesses with their bookkeeping service. The ideal candidate will possess 2+ years of relevant... ...and active listening. This role involves onboarding new customers, supporting them through chat and email...Remote job
- ...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
- ...Job Opportunity This is a remote position. We're looking for a... ...especially focused on real estate & bookkeeping hiring. If you are driven to... ...Do: Work closely with clients to understand their hiring... ...preferably remote including onboarding ~ Strong background in real...Remote work
- ...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 workFull timeTemporary workFor contractorsFlexible hours
- ...locations across the United States — we are fully remote. We have ambitious growth plans over the next... ...come in. Job Summary: As a Customer Onboarding Specialist at Sierra Interactive, you are the owner of the client onboarding journey and the primary point of...Remote workContract workShift work
$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... ...(Preferred) Work Location: Remote Job City Dallas, GA. State Georgia...Remote workHourly payFull timeContract workPart timeInternshipWork at officeMonday to FridayDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Bookkeeping & Client Onboarding Specialist. Be the first to apply!
- hospital customer service representative United States
- remote customer service advisor United States
- customer experience agent United States
- senior customer service representative United States
- service person United States
- customer account representative United States
- financial customer service representative United States
- customer service representative insurance United States
- customer experience associate United States
- bilingual customer support specialist United States




