Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
- 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 have at least 3 years of client service experience and 1-3 years of bookkeeping knowledge, particularly in a multi-client environment. Excellent communication and organizational skills are essential for success in this position. #J-18808-Ljbffr Guidant Financial
- 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 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
- 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 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$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- ...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
- 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
- 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 to...Remote job
$62.5k - $75k
...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 workFull timeWork from home$80k - $100k
...seeking new team members to join a fully remote, mission-driven team that puts people... ...environment. Complete training, inbound client interest, and ongoing mentorship make it... ...by state and will be reviewed with candidates during the hiring and onboarding process....Remote workHourly payWeekly payFull timeFor contractorsWork from homeFlexible hours- ...Serving as the primary point of contact for new clients, the full-time Client Onboarding Specialist will manage the onboarding process, coordinate with multiple teams, and ensure service readiness in a remote work environment. Key Responsibilities Conduct kickoff meetings...Remote workFull time
- ...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 work
- ...professional to nurture a growing portfolio of client relationships. You will conduct... ...maintaining accurate CRM records. This remote role emphasizes independent work, strong communication, and collaboration with onboarding and operations to ensure client success and...Remote work
$34.32k
As a temporary employee of GVSU, the Centralized Client Onboarding Specialist serves as the critical "front door" for the Michigan SBDC, welcoming... .... Flexible Work Arrangement (FWA): This position is a remote role. Candidates must currently live in Michigan or be...Remote workHourly payTemporary workPart timeLive inRelocationRelocation packageFlexible hoursShift work$80k - $100k
Looking for a remote career with real purpose? AO Globe Life is hiring to join our mission... ...role. Backed by full training, inbound client interest, and a dedicated mentorship... ...by state and will be reviewed with candidates during the hiring and onboarding process....Remote workHourly payWeekly payFull timeFor contractorsImmediate startFlexible hours- ...Remote Client Onboarding SpecialistTask 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 them...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
- AO Garcia Agency is seeking a home-based client-facing role offering a flexible schedule. You will run video meetings, work warm leads, and build a client book. The company provides process and coaching while you contribute strong work ethic. This position emphasizes control...Remote jobFull timePart timeWork from homeFlexible hours
- Talentoma is hiring a Client Onboarding Representative. This fully remote role supports clients with activation, profile completion, and first-use questions from Utah, United States. You will work with the customer service team, tools like HubSpot, Freshdesk, and Calendly...Remote job
- AO Garcia Agency is seeking a remote financial-services specialist to engage with interested clients, map needs to protection options, and guide them through a simple... ...pre-qualified warm leads, receive step-by-step onboarding, remote tools, flexible hours, and ongoing...Remote jobFlexible hours
- AO Garcia Agency is seeking a client-focused professional to support families through a fully remote role in financial services. You will enroll clients seeking guidance, deliver clear information, and work with a supportive team that provides mentorship and tools to succeed...Remote jobFlexible hours
- AO Globe Life is seeking new team members for a fully remote, commission-based opportunity. This role welcomes graduates in business, marketing, or communications and emphasizes inbound client interest, mentorship, and ongoing training. You will build lasting relationships...Remote jobFor contractors
- 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
- Grand Valley State University seeks a part-time Centralized Client Onboarding Specialist to serve as the front door for the Michigan SBDC,... ...guiding them through a standardized onboarding process. This remote, hourly position is limited to 29 hours per week with a 1-...Remote jobHourly payPart time
- AO Garcia Agency seeks a client-facing remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, receiving tools and mentorship to succeed. In this fully remote role, you’ll participate in training...Remote job
- AI Acquisition is seeking a Client Onboarding Concierge to help new customers move through the first steps of their journey. This hands-on, client-facing role emphasizes phone communication, quick responses, and consistent follow-up. You will welcome customers, help book...Remote job
- Lexitas is seeking a Client Services Specialist for a remote, full-time position. You will be the first line of communication for legal clients, handling timely email responses, onboarding, and cross-department coordination to ensure smooth service delivery. You should...Remote jobFull time
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