Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
- Remote job
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+ years of client service experience, understanding of bookkeeping in a multi-client environment, and proficiency in QuickBooks Online. Join us to empower small businesses while enjoying competitive benefits and growth opportunities. #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 workWork from home
- ...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
- ...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
$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 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 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 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
- ...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
$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- ...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 workFlexible hours
- ...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 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
$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 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
- ...located in New York, is seeking an Accounts Receivable Client Onboarding and Customer Specialist. You will be the main contact point for billing and collections... ...knowledge of Salesforce and NetSuite. This position is remote-friendly with a focus on excellent communication and...Remote work
- 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
- 700Credit is seeking a Client Success Onboarding Specialist to manage the implementation and training of our solutions for new and existing clients from Florida or Georgia. You will analyze client needs, develop tailored training, and ensure all activities run on time...Remote work
- ...Grasshopper Bank is seeking a Client Services specialist who will be the face of the bank, guiding clients through onboarding, account opening, and ongoing management. The role emphasizes collaboration with Banking, Operations, Technology, and Risk teams to ensure smooth...Remote work
- ...Carefeed is seeking a Client Experience Specialist, Onboarding to welcome new clients and set them up for long‑term success. You will guide implementation, conduct training, and ensure confidence as clients adopt the platform. You’ll serve as a trusted partner, handling...Remote work
- ...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
- ...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
$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- ...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
$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- ...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
$46.55k - $67.1k
...hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and... ...alignment. Advanced proficiency in virtual training, remote onboarding, and implementation best practices. Strong analytical...Remote workSummer work- ## Client Onboarding SpecialistApplylocations: Fort Myerstime type: Full timeposted on: Posted 3... ...## JOB OVERVIEWThe New Client Accounts Specialist - Onboarding serves as a point of contact... ...a corporate office setting or a remote/home office environment, and routinely...Remote workWork experience placementWork at officeHome officeNight shiftWeekend work
- ...The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital's network of Correspondent Lender (CL) partners. This... ...for training Hybrid schedule after - up to 3 days/week remote We Offer: Growth-oriented work environment Training...Remote workFull timeCasual workInternshipMonday to Friday3 days per week
- Nuvant is hiring Virtual Client Onboarding Representatives to guide new and prospective clients through financial solutions aligning with their... ...services and steer clients toward the next step, all in a remote, client-facing capacity. Core responsibilities include initiating...Remote job
- 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
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