Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Bookkeeping & Client Onboarding Specialist

Guidant Financial

New York, NY
  • Remote job

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 Guidant Financial

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Remote Bookkeeping & Client Onboarding Specialist in New York, NY vacancy
  •  ...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 work
    Work from home

    Guidant Financial

    United States
    4 days ago
  •  ...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 work
    Work from home

    Guidant Financial

    United States
    4 days ago
  •  ...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

    Guidant Financial

    United States
    4 days ago
  • $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 work

    Guidant Financial

    United States
    4 days ago
  • 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

    Guidant Financial

    United States
    4 days ago
  •  ...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

    Guidant Financial

    United States
    4 days ago
  • 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

    Guidant Financial

    United States
    4 days ago
  • $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

    Guidant Financial

    United States
    4 days ago
  •  ...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

    Guidant Financial

    United States
    4 days ago
  • $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 work
    Flexible hours

    Guidant Financial

    United States
    4 days ago
  • 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

    Guidant Financial

    United States
    4 days ago
  • $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 work
    Flexible hours

    Guidant Financial

    United States
    4 days ago
  • 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

    Guidant Financial

    Ogden, UT
    5 days ago
  • 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

    Guidant Financial

    New York, NY
    2 days ago
  • 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

    Guidant Financial

    Albany, GA
    1 day ago
  •  ...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 work
    Full time
    Monday to Friday
    Shift work

    LifeTree Inc.

    Phoenix, AZ
    4 days ago
  • $5,000 per month

     ...renewal signal. You work within an existing onboarding org, follow established playbooks, and...  ...conversation with a frustrated client You wait for direction rather than acting...  ...a $1K bonus opportunity (USD) ~ Fully remote ~ Direct line to senior onboarding leadership... 
    Remote work
    For contractors

    AI Acquisition

    United States
    3 days ago
  • 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 work

    Hopesglobalgetaways

    United States
    4 days ago
  •  ...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

    Virtual Task Buddie

    United States
    4 days ago
  • $47.8k - $55.9k

     ...Client Onboarding Specialist The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients...  ...Work Location Requirement This position is designated as remote; however, if you reside within a 50-mile radius of one of... 
    Remote work
    Work at office
    Local area

    Servbank

    United States
    2 days ago
  • $22.5 per hour

     ...Full-time 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 work
    Full time
    Work experience placement
    Weekend work

    ProSites

    United States
    2 days ago
  • $70k - $80k

     ...Client Onboarding Specialist Remote Mogli Technologies delivers a Salesforce application for SMS and WhatsApp communications and impeccable Salesforce implementation services to global organizations. Our products and implementations are easy to use and have robust... 
    Remote work
    Temporary work
    Traineeship
    Immediate start
    Flexible hours

    Mogli Technologies

    United States
    2 days ago
  • $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

    SpotOn: Sales

    Chicago, IL
    4 days ago
  • $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 work
    Hourly pay
    Full time
    Work experience placement
    Immediate start
    Flexible hours

    Sinclair Broadcast Group

    Hunt Valley, MD
    21 hours ago
  •  ...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... 
    Remote work
    Full time
    Work at office
    Monday to Friday

    Parmele Disability Advocates

    Lebanon, MO
    4 days ago
  • Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to serve as the first point of contact for new and prospective clients, guiding them toward the next steps and helping them explore financial solutions aligned with their goals. You will initiate... 
    Remote job
    Home office

    Nuvant Consulting Group

    San Diego, CA
    4 days ago
  •  ...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 work
    Local area

    eTeam

    New York, NY
    1 day ago
  • $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 work
    Contract work
    Work at office
    1 day per week

    Mindlance

    Los Angeles, CA
    5 days ago
  •  ...service (SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-...  ...or project management experience ~ Ability to work 100% remote ~ Up to 20% travel ~ Bachelor’s degree or equivalent experience... 
    Remote work
    Full time
    Temporary work

    BetterRX

    United States
    2 days ago
  •  ...CLIENT ONBOARDING ENGINEER Location: Nashville, In Office Operations / Project Services Reports to VP of Operations Full-Time, Exempt...  ...access Discovery & Documentation • Run on-site and remote discovery of the client's environment, pain points, and operational... 
    Remote work
    Full time
    For contractors
    Work at office

    TECHNOLOGY LAB, LLC

    Nashville, TN
    9 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Bookkeeping & Client Onboarding Specialist. Be the first to apply!