Remote Bookkeeping & Client Onboarding Specialist
$60kGuidant Financial
- Remote job
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. Ideal candidates have 3+ years of client service experience and proficiency in QuickBooks Online. The position offers a competitive salary of $60,000, full benefits, and a thriving remote work culture. #J-18808-Ljbffr Guidant Financial
- ...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 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 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 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 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 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 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
$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 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
- ...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
- 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
- ...~ 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 workFull timeWork at officeMonday to Friday
- 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 job
$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 work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$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- ...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
- ...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 workWork at officeHome office
- 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
- ...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 compensation with...Remote workWork from home
$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 workHourly payFull timeWork experience placementLocal areaImmediate startFlexible hours- ...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
- 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
- ...Solutions has an excellent opportunity for an Onboarding Specialist in Phoenix, AZ. The Onboarding... ...and pay-rolled contractors for various clients and locations. The onboarding process... ...hybrid work environment with potential remote work options after training, requiring...Remote workFor contractors
- ...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
- ...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
- ...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
$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 workHourly payFull timeContract workPart timeInternshipWork at officeMonday to FridayFlexible hoursWeekend workDay shift- ...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 workContract work
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform... ...ability to work independently. This is a remote position, allowing work from home with...Remote jobWork from homeFlexible hours
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