Client Onboarding Specialist - Remote

Overview

We are seeking a highly organized and dependable Client Onboarding Specialist to lead the onboarding process for new clients at our CPA firm. This client-facing role requires an Accounting background, exceptional communication and customer service skills to ensure a smooth and professional transition for each client.

In Short

• Set up client profiles in internal systems.
• Gather required documents and financial data from clients.
• Analyze Financials (Balance Sheet and Profit & Loss).
• Educate clients on firm processes and expectations.
• Track onboarding progress using checklists.
• Follow up with clients for missing information.
• Prepare onboarding forms for review.
• Schedule client onboarding calls or meetings.
• Maintain secure digital filing systems.
• Assist with data entry and document formatting.

Requirements

• 4 years of experience in an administrative or support role as an Accounting professional.
• Must be an accountant.
• Proficiency with Microsoft Office, Google Workspace, QuickBooks, and other common accounting or CRM tools.
• Ability to manage multiple onboarding projects simultaneously.
• Tech-savvy and able to learn new platforms quickly.

Benefits

• HMO Coverage for eligible locations.
• Permanent work-from-home.
• Immediate hiring.