SENIOR CLIENT ONBOARDING COORDINATOR [EOD-825]

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...