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 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 workWork from home
- ...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 workWork from home
$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 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 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...Remote work
- ...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
- ...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
$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 well-established financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote position. In this role, you will guide clients through onboarding and assist them in understanding our accounting services. You should have at least 3 years...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 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...Remote work
- ...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...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 work- ...Beck Technology, Ltd. is seeking a Client Onboarding Specialist in Dallas, Texas, to join our Customer Success team. This role involves executing a comprehensive onboarding plan for new clients and delivering exceptional customer service, primarily through virtual meetings...Remote workFlexible hours
- ...Journey with Haylee is seeking detail-oriented individuals for a fully remote support role. You will help clients by coordinating plans and managing logistics, ensuring smooth experiences from start to finish. This position offers flexibility and independence, with...Remote work
- ...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
$62.91k - $75.49k
...ECRI is seeking a Client Success Specialist at its Plymouth Meeting, PA headquarters. The role involves managing inbound sales inquiries, supporting the sales funnel, and collaborating across teams to enhance client satisfaction. This position requires a Bachelor’s degree...Remote work$23.08 per hour
...then a career with us may be a perfect fit for you! Position Details Application Deadline: 2 August 2026 Department: Client Onboarding Location: Remote Compensation: $23.08 / hour Target Hire Date: July 20, 2026 Hours: Sun-Thu, 1:00 PM–10:00 PM EST (Eastern Time Zone)....Remote workCasual workWork from home$150k - $190k
...York, London, Singapore, and Cyprus. Whether in‑office or remote, you’ll be part of a hybrid‑friendly environment where your... ...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical...Remote workFull timeWork at officeAfternoon shift- ...About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team!... ...hybrid work environment and support flexible and full‑time remote team members. Applicants must be authorized to work for ANY...Remote workFull timeWork visaFlexible hours
$25 - $30 per hour
...Mindlance. Position: New Accounts Specialist (3 openings) Contract: 5... ...DE (4 days in office, 1 day remote each week) Key Responsibilities... ..., LP, Corporation, etc.) and client information. Communicate... ...experience in account opening, onboarding, or client services (banking...Remote workContract workWork at office1 day per week- ...sector. We pride ourselves on being a client-first agency, helping businesses stand... ...combine to drive success. As a Client Onboarding Specialist, you will collaborate with our clients... ...work environment, blending in-office and remote work flexibility. A supportive company...Remote workWork at officeLocal area
- ...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
- ...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
- ...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
- ...SaaS in the industry, trusted by 4,000+ clients across 40+ countries , with billions... ...and detail-oriented Customer Onboarding Specialist to join our team. As a Customer Onboarding... ...you focus on customers and targets. Remote working with frequent opportunities to...Remote work
$75k - $90k
...Customer Onboarding Specialist Location: This position is fully remote with quarterly travel required to support new customer implementations, site readiness activities, and in-person onboarding support. Must reside in the Dallas, TX area. The Customer Onboarding Specialist...Remote workContract workLocal area$1,000 per month
...looking for one HR Talent Specialist to join our strong team. Our... ...recruitment events. Employee Onboarding: Assist in the onboarding... ...levels; assist with bookkeeping tasks using QuickBooks software... ...Preferred) Work Location: Remote Job City Dallas, GA. State...Remote workHourly payFull timeContract workPart timeInternshipWork at officeMonday to FridayDay shift- ...Customer Onboarding Specialist Atlanta, Georgia, United States Or refer someone AYS Inc. is a leading provider of innovative solutions... ...for ensuring a smooth and seamless onboarding process for our clients. You will work closely with our sales, marketing, and customer...Remote workFull time
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