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Client Onboarding Specialist

3 months ago

Kansas City, Missouri, United States BerganKDV Full time


JOB SUMMARY

Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning inhouse. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning - using all in-house specialists.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

The Client Onboarding Specialist will review and process all referrals for Outsourced Accounting & Bill Pay. This position is the face of the department, fostering/developing relationships with Wealth Managers, Tax Directors, and Clients.

This position requires a robust skillset including soft sales, customer service, project management and basic accounting knowledge. The ideal candidate detail oriented, efficient, self-starting, independent, and a team player. The role requires someone who possesses critical thinking skills, has excellent interpersonal skills, and is a high-level multi-tasker.

JOB DUTIES
  • Conduct discovery calls with prospects to share our scope of services and gather information
  • Maintain waitlist /on hold clients; communicate with referring team
  • Meet with clients to understand personal/small business accounting needs
  • Clearly communicate Outsourced Accounting & Bill Pay service offerings
  • Gather necessary client information to estimate fees
  • Set timeline expectations with the client - review steps to complete onboarding and begin services
  • Bring client onboard QBO, Salesforce, Gusto, etc.
  • Communicate closely with assigned Accountant and facilitate client introduction
REQUIRED EXPERIENCE / QUALIFICATIONS
  • Exceptional written and verbal communication skills
  • Excellent interpersonal skills
  • Highly organized and efficient with proven time-management skills
  • Critical thinker, problem solver
  • 2 years accounting experience or bachelor's degree in accounting
TECHNICAL SKILLS
  • QuickBooks Online experience
  • Proficiency in MS Office
  • An ability to review data reports and complete required reconciliations