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

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 should have 3+ years in client service, experience in bookkeeping, and proficiency in QuickBooks Online. The position emphasizes effective communication and organizational skills. Competitive salary and benefits including health coverage and work-from-home options are offered. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Bookkeeping & Client Onboarding Specialist in Stillwater, OK 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

    North Platte, NE
    3 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 work

    Guidant Financial

    Ogden, UT
    3 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

    Surprise, AZ
    3 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

    Florida, NY
    3 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

    Phoenix, AZ
    3 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

    Newport News, VA
    3 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

    Virginia Beach, VA
    3 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

    Arizona
    3 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

    Fayetteville, NC
    3 days ago
  •  ...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

    Guidant Financial

    Winston Salem, NC
    1 day 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

    Caldwell, ID
    3 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 job

    Guidant Financial

    Durham, NC
    3 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

    Blue Springs, MO
    3 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 job

    Guidant Financial

    Columbia, MO
    18 hours ago
  • $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

    ECRI

    Plymouth Meeting, PA
    6 hours ago
  •  ...A company in the life insurance sector is seeking professionals for a remote role that offers long-term growth and a client-first experience. Responsibilities include meeting clients virtually, guiding them through programs, and maintaining communication. Ideal candidates... 
    Remote work

    AO Globe Life

    Columbus, OH
    3 days ago
  •  ...Working remotely on a full-time basis, the Client Onboarding Specialist will ensure seamless operations and exceptional client experiences by establishing new client accounts and facilitating the asset transfer process from start to finish. Key responsibilities Assist... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...Deal Exchange, LLC is searching for a highly motivated Client Success Onboarding Specialist in Washington. The successful candidate will oversee client...  ...to support clients effectively. The role is fully remote and requires a Bachelor's degree or equivalent experience... 
    Remote work

    Deal Exchange, LLC

    Seattle, WA
    4 days 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 Responsibilities...  ..., LP, Corporation, etc.) and client information. Communicate...  ...experience in account opening, onboarding, or client services (banking... 
    Remote work
    Contract work
    Work at office
    1 day per week

    Mindlance

    Los Angeles, CA
    2 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

    Chesapeake, VA
    18 hours ago
  • A remote service company is seeking motivated individuals for a client support role where you will connect with clients seeking information about available benefits...  ...prior experience. You'll guide clients through onboarding and assist them with ongoing support in a... 
    Remote work
    Flexible hours

    Ail

    Austin, TX
    3 days ago
  • $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 work
    Full time
    Work at office
    Afternoon shift

    Castle Island Co

    New York, NY
    3 days ago
  •  ...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 work
    Flexible hours

    Beck Technology Ltd

    Dallas, TX
    3 days ago
  •  ...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 work
    Full time
    Work visa
    Flexible hours

    Beck Technology Ltd

    Dallas, TX
    3 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

    New York, NY
    1 day ago
  •  ...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 work
    Work at office
    Local area

    BluShark Digital

    Washington DC
    2 days ago
  • $50.3k - $69.13k

     ...Client Onboarding Specialist As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional...  ...of an employment visa at this time, including CPT/OPT. Remote/Hybrid Requirements Remote and hybrid positions require... 
    Remote work
    16 hours
    Temporary work
    Casual work
    Work at office
    Local area
    Work from home
    Work visa

    Empower Retirement

    Greenwood Village, CO
    3 days ago
  • $65k - $80k

    Oakwell Private Wealth Management LLC based in Austin, TX is looking for a Fully Remote Client Service Onboarding Specialist to join the team. This role focuses on preparing for new client onboardings, responding to client requests, and supporting advisors in their tasks... 
    Remote job

    Oakwell Private Wealth Management LLC

    Austin, TX
    1 day ago
  • UHY-US is seeking a Healthcare Client Onboarding Specialist in New York. This fully remote role involves managing client onboarding, guiding clients through services, and maintaining organized records. Ideal candidates should have 2+ years in client-facing roles, strong... 
    Remote job

    UHY-US

    Florida, NY
    2 days ago
  • UHY-US is seeking a Healthcare Client Onboarding Specialist to manage client onboarding and engagement efforts. This fully remote position emphasizes a client-focused approach, helping prospective clients navigate services and manage their inquiries effectively. Ideal... 
    Remote job

    UHY-US

    New York, NY
    2 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!