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Are you passionate about providing exceptional client service? Do you have a knack for organization and attention to detail? If so, we have an exciting opportunity for you as a Client Onboarding Specialist at Fact Professional Inc. As a Client Onboarding Specialist, you will play a crucial role in ensuring that our clients have a seamless onboarding experience and a positive relationship with our firm. We are a busy, mid-sized, dynamic and growing CPA Firm in the San Fernando Valley. Our team looks at success as epitomizing exceptional customer service skills, strong accounting knowledge, and adapting to changing technology to service our clients. We pride ourselves on being well-organized and efficient while still maintaining a personal touch.
Duties and Responsibilities
Client Intake and Documentation
Onboarding Process Management
Relationship Building and Client Support
Compliance and Risk Management
Qualifications
Benefits
Full Time
$60k-72k (estimate)
04/07/2024
06/06/2024
factprofessional.com
Los Angeles, CA
The following is the career advancement route for Client Onboarding Specialist positions, which can be used as a reference in future career path planning. As a Client Onboarding Specialist, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Onboarding Specialist. You can explore the career advancement for a Client Onboarding Specialist below and select your interested title to get hiring information.