Client Onboarding Specialist ZR_24778_JOB
BruntWork
Hybrid
Remote
Full Time
This is a remote position.
Schedule:
- Monday to Friday, 8:30 AM – 5:30 PM New York time (1-hour unpaid break)
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 exceptional communication and customer service skills to ensure a smooth and professional transition for each client. The ideal candidate will be detail-oriented, tech-savvy, and eager to learn our firm’s systems and processes. You will play a key role in gathering and documenting client data accurately, while building strong, positive relationships and providing a high level of service from day one. Your efforts will help set the foundation for long-term client satisfaction and success.
Key Responsibilities:
• Set up client profiles in internal systems (Client Sheets)
Gather required documents, credentials, and financial data from clients (e.g., bank access, payroll system, prior-year tax returns)
• Ability to analyze Financials (Balance Sheet and Profit & Loss)
• Educate clients on firm processes, timelines, communication channels, and expectations
• Track onboarding progress using checklists and update internal dashboards or trackers
• Follow up with clients to obtain missing information or documentation
• Prepare onboarding forms and templates for review by the Onboarding Manager
• Help schedule client onboarding calls or meetings
• Maintain secure digital filing systems and ensure all documents are stored properly
• Assist with data entry, document formatting, etc
• Support process improvement efforts and suggest workflow enhancements
Requirements
Qualifications:1–2 years of experience in an administrative, assistant, or support role (CPA or professional
services environment a plus)
• Professional and client-focused demeanor with a problem-solving mindset
• Strong organizational and time management skills.
• Detail-oriented with a high degree of accuracy.
• Excellent written and verbal communication skills.
Proficiency with Microsoft Office, Google Workspace, QuickBooks and other common accounting or CRM tools.
• Willingness to learn and adapt in a fast-paced, team-oriented environment.
• Ability to manage multiple onboarding projects simultaneously.
• Organized, detail-oriented, and process-driven.
• Tech-savvy and able to learn new platforms quickly.
Benefits
Independent Contractor Perks- HMO Coverage for eligible locations
- Permanent work from home
- Immediate hiring
- Steady freelance job
Client Onboarding Specialist ZR_24778_JOB
Hybrid
Remote
Full Time
July 2, 2025