This job requires a skilled and organized professional to lead the onboarding process for new clients. Schedule: - Monday to Friday, 8:30 AM – 5:30 PM New York time (1-hour unpaid break) Job Summary We are seeking a detail-oriented Client Onboarding Specialist to manage the onboarding process for new clients at our firm. This client-facing role requires exceptional communication skills to ensure a smooth transition for each client. The ideal candidate will be highly organized, tech-savvy, and eager to learn our systems and processes. You will play a key role in gathering and documenting client data accurately, while building strong 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) - 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 - 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 - HMO Coverage for eligible locations - Permanent work from home - Immediate hiring - Steady freelance job