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The Role
Guidant financial is currently looking for a remote Client Relations Specialist. This role is responsible for the new client onboarding meeting for our Bookkeeping and Tax department and communications with clients throughout the onboarding process.
This role will conduct client interviews to help our small business owners understand the scope of the services provided, educate on accounting and tax best practices, and guide clients through the fundamentals of the accounting software.
This role will also support the Onboarding Manager and accountants on various client communications and workflow coordination.
What You’ll Be Doing
Additional Functions
Requirements
Other Requirements
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment.
These include 1) a space to work out of (i.e., home office) and 2) High speed internet.
Benefits
Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US : AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO
The wage for this position is between $57,000 - $62,000 annually.
Last updated : 2024-02-23
Full Time
Investment Management
$76k-94k (estimate)
02/26/2024
04/10/2024
guidantfinancial.com
KING OF PRUSSIA, PA
100 - 200
2003
Private
STEPHEN GUINAN
$10M - $50M
Investment Management
Guidant Financial offers business funding services.
If you are interested in becoming an Onboarding Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Onboarding Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Onboarding Specialist job description and responsibilities
Emailing new hires with details about the company, including parking information, work schedules, and dress codes are some pf tge few responsibilities of the onboarding specialist.
03/02/2022: Youngstown, OH
Since this is in line with human resource, onboarding specialist are responsibble in providing new hires with manuals, guidelines, and passwords, as needed.
03/04/2022: Charlotte, NC
Detailing all new hires' initial tasks and answering any queries.
01/20/2022: Galveston, TX
They alaso ensure new hires have the necessary technical assistance to set up their hardware and software.
02/09/2022: Huntsville, AL
Gathering and filing all paperwork related to new hires, including contracts and non-disclosure agreements.
02/15/2022: Altus, OK
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Onboarding Specialist jobs
Seek Out Situational Adaptability.
01/30/2022: Harrisburg, PA
Assign a partner to the newly hire for the first 90 days.
02/23/2022: Lancaster, PA
Customize onboarding for each new hire.
02/03/2022: Pine Bluff, AR
Create a standard operating procedure.
01/08/2022: Charlotte, NC
Arrange product and company demos and presentations.
01/15/2022: Waco, TX
Step 3: View the best colleges and universities for Onboarding Specialist.