Current jobs related to Client Onboarding Specialist - Kansas City - BerganKDV

  • Client Onboarding Specialist

    1 week ago

    Kansas City, Missouri, United States Bell Law, LLC Full time

    Job DescriptionJob Summary:Bell Law, LLC is seeking a highly skilled and detail-oriented Client Onboarding Specialist to join our team. As a Client Onboarding Specialist, you will be the first point of contact for our clients and will be responsible for ensuring a seamless onboarding experience.Key Responsibilities:Client Communication: Act as the primary...

  • Client Onboarding Specialist

    7 days ago

    Kansas City, Missouri, United States DiPasquale Moore Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Onboarding Specialist to join our team at DiPasquale Moore, LLC. As a key member of our Intake team, you will play a vital role in providing exceptional customer service to our clients and ensuring a seamless onboarding process.Key Responsibilities:Manage the full intake process from...

  • Client Onboarding Specialist

    3 weeks ago

    Panama City, Florida, United States American Express Global Business Travel Full time

    About American Express Global Business TravelAt Amex GBT, we believe in the transformative power of travel and its ability to create positive change. Our culture fosters inclusivity and collaboration, ensuring that every voice is heard and valued.Position Overview:The primary responsibility of the Customer Onboarding Manager is to oversee the onboarding and...

  • Client Onboarding Specialist

    3 weeks ago

    Panama City, Florida, United States American Express Global Business Travel Full time

    About American Express Global Business Travel:At Amex GBT, we believe in the transformative power of travel and its ability to create positive change. Our workplace fosters an inclusive and collaborative culture where every colleague's voice is heard and valued.Role Overview:The primary objective of this position is to oversee the customer onboarding and...

  • Customer Onboarding Specialist

    4 weeks ago

    Kansas City, Missouri, United States Spring Venture Group Full time

    Company DescriptionAs a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial...

  • Customer Onboarding Specialist

    4 weeks ago

    Kansas City, United States Spring Venture Group Full time

    Job DescriptionJob DescriptionCompany DescriptionAs a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the...

  • Customer Onboarding Specialist

    2 weeks ago

    Kansas City, United States Spring Venture Group Full time

    Company Description As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions - finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial...

  • Onboarding Specialist

    2 weeks ago

    new york city, United States EVO Care Group Full time

    Onboarding Specialist **SPANISH REQUIRED*The Onboarding Specialist is responsible for facilitating customer service to caregivers by visiting the branch offices, being the face of the agency, and assisting with all employment inquiries for caregivers in the assigned facility. Our Onboarding Specialist will develop and implement effective recruiting and...

  • Onboarding Specialist

    2 weeks ago

    new york city, United States EVO Care Group Full time

    Onboarding Specialist **SPANISH REQUIRED*The Onboarding Specialist is responsible for facilitating customer service to caregivers by visiting the branch offices, being the face of the agency, and assisting with all employment inquiries for caregivers in the assigned facility. Our Onboarding Specialist will develop and implement effective recruiting and...

  • Onboarding Specialist

    3 weeks ago

    Arkansas City, Kansas, United States Creekstone Farms Full time

    Position OverviewROLE SUMMARY:The Onboarding Specialist is tasked with guiding new employees through the orientation process and managing their integration into the company. This role ensures that new hires receive comprehensive information regarding organizational policies and practices. Responsibilities include completing necessary onboarding documentation...

  • EDI Onboarding Specialist

    3 weeks ago

    Carson City, Nevada, United States Lincoln Financial Group Full time

    Alternate Locations: Work from Home; Various LocationsWork Arrangement:Hybrid/Flexible: Engage in remote work while utilizing the office for necessary in-person collaboration.Relocation assistance: is not available for this opportunity.The Role at a GlanceWe are thrilled to introduce an EDI Onboarding Specialist to our Group Protection Operations Team, which...

  • Client Onboarding Coordinator

    2 weeks ago

    Kansas City, Missouri, United States Kansas City Standard Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Entry Level Customer Enrollment Representative at Kansas City Standard. As a key member of our sales team, you will play a crucial role in driving new customer enrollment and delivering exceptional service to our clients.Key Responsibilities:Develop and...

  • Senior Client Engagement Specialist

    3 weeks ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    Company Overview:SS&C is a worldwide leader in investment and financial services, as well as software solutions tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 locations in 35...

  • Orientation and Onboarding Specialist

    2 weeks ago

    Arkansas City, Kansas, United States Creekstone Farms Premium Beef Full time

    Job SummaryCreekstone Farms Premium Beef is seeking a highly skilled and experienced professional to oversee the orientation and onboarding process for new employees. As an Orientation and Onboarding Specialist, you will be responsible for ensuring a seamless transition of new hires into the company.Key Responsibilities:Collaborate with the Training Team to...

  • Client Support Specialist

    2 weeks ago

    Kansas City, Missouri, United States Fellowship of Christian Athletes Full time

    Job Overview The Client Support Specialist serves as the initial point of contact for the public, requiring a comprehensive understanding of the FCA ministry and its various departments. This role is essential in providing timely responses to inquiries related to software and hardware issues, or directing inquiries to the appropriate department for...

  • Client Relations Manager

    2 days ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    {"title": "Client Relations Specialist", "description": "Job SummarySS&C Technologies is seeking a highly motivated and experienced Client Relations Specialist to join our team. As a key member of our client-facing team, you will be responsible for establishing and maintaining strong relationships with our clients, ensuring their needs are met, and providing...

  • Client Support Specialist

    2 weeks ago

    Kansas City, Missouri, United States Fellowship of Christian Athletes Full time

    Job Overview The Client Support Specialist serves as the initial point of contact for inquiries and must possess a comprehensive understanding of the FCA organization and its various departments. This role is essential in providing timely responses to staff regarding software and hardware issues or directing them to the appropriate department. MINISTERIAL...

  • Senior Client Engagement Specialist

    3 weeks ago

    Kansas City, Missouri, United States SS&C Full time

    SS&C is a leading global provider of investment and financial services and software tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Our products and services...

  • Client Relations Specialist

    7 days ago

    Kansas City, Missouri, United States SS&C Technologies Full time

    About the RoleSS&C Technologies is seeking a highly skilled Client Relations Specialist to join our team. As a Client Relations Specialist, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesDevelop and implement client engagement strategies to drive...

  • Travel Nurse RN Oncology Specialist

    1 week ago

    Oklahoma City, Oklahoma, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN Oncology SpecialistWe are seeking a skilled Travel Nurse RN Oncology Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN Oncology Specialist, you will provide high-quality patient care and support to patients with various health conditions.Job Summary:The Travel Nurse RN Oncology Specialist will be...

Client Onboarding Specialist

4 months ago

Kansas City, United States BerganKDV Full time
Description

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