Remote Bookkeeping & Client Onboarding Specialist
Guidant Financial
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. Successful candidates will have experience in client service and bookkeeping, excellent communication skills, and proficiency in QuickBooks Online. Join a supportive team that values innovation and professional growth. #J-18808-Ljbffr
- ...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 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 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 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 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 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 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 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 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 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 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
- ...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
$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$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$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$88.4k - $132.6k
...Category: Consumer Sales, WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and... ...Management. They will provide on-site (and sometimes remote) support for SWAs serving as their primary point-of-contact...Remote workFull timeWork at officeImmediate start- 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
- ...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 work
- ...Managing the onboarding process for complex accounts, the full-time Client Onboarding Specialist will oversee new client account openings, ensure compliance with regulations... ...as a subject matter expert while working remotely across the United States. Key responsibilities...Remote workFull time
$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 workFor contractors- ...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
$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
- ...a startup needs in one place: Banking, Cards, Bill Payments, Bookkeeping, Tax, HR, Payroll, and Benefits-all with 10x better workflows... ...contact for an assigned portfolio of customers. Oversee the onboarding process, ensuring seamless implementation and adoption of our...Remote workFlexible hoursShift 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$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$50.3k - $69.13k
...Client Onboarding Specialist Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself... ...Experience delivering high-touch client service through remote and digital channels. Ability to thrive in a fast-paced...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from home- Ocra is hiring an Onboarding Specialist to guide new clients through their first 60 days on the Ocra platform. You will coordinate with internal teams, collect... ...on reporting features. This role offers a fully remote schedule across the U.S. and a clear growth path within...Remote job
- ...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
- ...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
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