Client Onboarding Specialist

Tax And MoreCarlsbad, CA
505d$41,600 - $45,760Onsite

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About The Position

The Client Onboarding Specialist role is designed for a proactive and friendly individual to support a busy bookkeeping firm by managing the onboarding process for new clients. This position involves a variety of administrative tasks, client interaction, and problem-solving, making it dynamic and engaging rather than monotonous. The specialist will play a crucial role in ensuring clients have a smooth onboarding experience while contributing to the overall efficiency of the business.

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