Client Onboarding Specialist
hace 2 semanas
Salary Range: $1,000 - $1,500 USD.
Type of contract: Independent contractor.
English C1: Only resumes in english will be reviewed.
About the Company
Our client's company offers affordable tax and accounting services for small and medium corporations. Their comprehensive services include year-end tax returns, bookkeeping, monthly financial statements, monthly team meetings, preparation and distribution of K-1s, and payroll. Committed to simplifying financial management, our client enables businesses to focus on growth with reliable, professional support tailored to their needs.
Scope of the Role
We're seeking a (Latam) Client Onboarding Specialist to work with clients via video conference, call and email to complete a detailed onboarding checklist for new clients of an accounting and tax firm. This role ensures a smooth and comprehensive onboarding process, addressing client needs and setting the foundation for a successful partnership.
Duties and responsibilities
- Answering inbound calls from interested potential customers (no outbound sales calling)
- Scheduling "initial consult" meetings for qualified leads.
- Working with new clients to complete a detailed onboarding checklist that includes gathering information and documents from the client, scheduling meetings, and other authorization-related tasks that get everything ready for an accountant to take over.
Requirements:
- 2+ years of experience in Customer Service, Client Onboarding and Client Relation Management.
- Availability to take calls.
- Superior written and spoken English skills (English C1)
- Ability to listen actively, understand customer emotions, and respond with patience and empathy.
- Effective in managing time and prioritizing tasks to meet deadlines.
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