Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
- Remote job
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 experience. The job emphasizes effective communication, problem-solving, and organizational skills. Employees are offered competitive salaries and benefits, including health coverage and ongoing career growth opportunities. #J-18808-Ljbffr 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...Remote jobWork 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 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...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 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 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
- 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 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- 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 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- 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
- 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
- ProfitSolv, a SaaS business services provider for legal and accounting industries, is seeking a Client Onboarding Specialist to ensure exceptional service and successful product adoption. You will build strong client relationships, manage conversations across support channels...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
- Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to welcome new and prospective clients and help them explore financial solutions that align with their goals. You’ll be a key first point of contact, guiding clients toward the next steps and...Remote job
- ...for the legal and accounting industry. We are looking for a Client Onboarding Specialist to join our team at ProfitSolv!As a Client Onboarding... ...rewarded for your hard work with performance-based merits.Remote Work. Want to work from home? No problem!As a Client Onboarding...Remote workWork from home
- ...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details,... ...and comfortable working independently in a remote environment. Are comfortable being in a...Remote workFull timeFor contractorsFixed term contractWork from home
- ...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 workLocal area
$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 workContract workWork at office1 day per week- ...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 workFull timeMonday to FridayShift 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 them...Remote job
- ...Customer Service Onboarding Specialist (Retirement) We are seeking a highly organized and detail... ...compliant on-boarding experience for our clients by coordinating communications,... ...Work Environment Requirements Fully remote position candidates must maintain a secure...Remote workWork at officeHome office
- ...Job Description Job Description CLIENT ONBOARDING ENGINEER Location: Nashville, In Office Operations / Project Services Reports... ...provider access Discovery & Documentation • Run on-site and remote discovery of the client's environment, pain points, and...Remote workFull timeFor contractorsWork at office
$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 workHourly payFull timeWork experience placementImmediate startFlexible hours$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... ...alignment. Advanced proficiency in virtual training, remote onboarding, and implementation best practices. Strong analytical...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...Remote workFull timeWork at officeAfternoon shift- ...management. We are currently seekingsales &client onboardingspecialiststo join our growing... ...Guide new clients through the onboarding and activation process Address objections... ...conversations Self-motivated and effective in a remote work environment What we offer...Remote workWork from home
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