Customer Onboarding Specialist

About UplinqWe are a cutting-edge fintech company revolutionizing bookkeeping and tax for small businesses. Our mission is to empower entrepreneurs with high-quality, real-time, and affordable accounting solutions.Our team consists of seasoned professionals in accounting and financial operations, working together to onboard customers and initialize their...

About the RoleWe are seeking a highly skilled Tax Onboarding Specialist to join our team at Uplinq. As a key member of our Tax team, you will be responsible for client onboarding, collecting necessary documents, and preparing and reviewing complex tax returns for individuals and businesses.This is an excellent opportunity for a self-motivated individual to...

About UplinqWe are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. Our mission is to help real people run their businesses better.About The RoleThis Onboarding Accounting Specialist will work on the Initialization Team, providing initial bookkeeping to clients, creating and executing bookkeeping SOPs, and...

About the RoleWe are seeking a highly skilled Tax Onboarding Specialist to join our team at Uplinq. As a Tax Onboarding Specialist, you will be responsible for client onboarding, collecting necessary documents, client follow-up, internal workflow, and preparing and reviewing complex tax returns for individuals and businesses.This is an excellent opportunity...

About the RoleThe Tax Onboarding Specialist position is perfect for someone looking to develop as a professional in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members with successful past startup exits, significant experience within the finance industry, and...

About the RoleWe are seeking a highly skilled Senior Accountant to join our team as an Onboarding Specialist. In this role, you will be responsible for leading the onboarding process for new clients and their entities, ensuring a seamless and efficient experience.Key Responsibilities:Lead onboarding new clients and their entity(s), including running...

Job Title: Onboarding Senior AccountantUplinq is a cutting-edge technology company revolutionizing bookkeeping, accounting, and tax management for businesses. We're seeking an experienced Onboarding Senior Accountant to join our team and help shape the future of financial operations.Job SummaryWe're looking for a highly skilled and motivated Senior...

About UplinqWe are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. Our mission is to help real people run their businesses better.Job DescriptionWe are seeking an experienced Onboarding Accountant/Bookkeeper to join our team. As a key member of our onboarding process, you will be responsible for leading the...

About UplinqWe are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. Our mission is to help real people run their businesses better.Job DescriptionWe are seeking an experienced Onboarding Accountant/Bookkeeper to join our team. As a key member of our onboarding process, you will be responsible for leading the...

About UplinqUplinq is a cutting-edge technology company that's revolutionizing the way businesses manage their bookkeeping, accounting, and tax. We're a team of high-capacity, highly skilled professionals who work hard and balance it with fun and family. If you're looking to build something meaningful and grow professionally, join us!Job DescriptionWe're...

About UplinqWe are a dynamic and innovative startup based in Arizona, dedicated to developing cutting-edge software to automate bookkeeping and tax for small businesses. Our mission is to empower entrepreneurs and business owners to make informed decisions and achieve success.The RoleWe are seeking an experienced Onboarding Accounting Specialist to join our...

About UplinqWe are a dynamic and innovative startup based in Arizona, dedicated to developing cutting-edge software to automate bookkeeping and tax for small businesses.Our mission is to empower small businesses to make informed decisions using their financial data, navigate loan due diligence, and work with acquirers/investors.We've developed a...

Job SummaryThe Concierge Customer Service Specialist plays a pivotal role in enhancing the customer service experience by engaging with customers, distributors, and field personnel. This position is essential for fostering successful programs and elevating customer satisfaction.Key ResponsibilitiesMonitor Collection and Buyback Performance: Track and assess...

Job Title: Customer Support SpecialistWe are seeking a highly skilled and customer-focused Customer Support Specialist to join our team at 3DR Labs LLC. As a key member of our support team, you will be responsible for providing exceptional customer service to our hospital clients, ensuring seamless communication and efficient processing of medical imaging...

Job Title: Customs Brokerage SpecialistWe are seeking a highly skilled Customs Brokerage Specialist to join our team at Expeditors. As a key member of our global supply chain management team, you will play a critical role in ensuring the smooth and timely customs process flow.Key Responsibilities:Ensure accurate and timely data entry into our operational...

Customer Experience SpecialistWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Specialist. In this role, you will be responsible for providing exceptional customer service, building strong relationships with clients, and promoting our insurance and financial services products.Key...

About the Role:We are seeking a highly skilled Business Control Manager to lead our Onboarding Specialist team in ensuring the successful execution of Know Your Customer processes for new onboardings and expansions, as well as new DDA account openings.Key Responsibilities:Provide overall leadership and oversight to the Onboarding Specialist team, ensuring...

Job SummaryWe're seeking a skilled Customs Brokerage Specialist to join our team at Expeditors. As a key member of our global supply chain management team, you will play a critical role in ensuring smooth and timely customs process flow.Key ResponsibilitiesEnsure accurate and timely data entry into our operational systemTrack and trace customs files and...

About the RoleAs a Business Control Manager at Bank of America, you will play a critical role in ensuring the effective onboarding of new clients and the management of Know Your Customer (KYC) processes. This position requires a strong leader who can oversee the day-to-day execution and oversight of KYC processes, as well as provide guidance and support to...

About the RoleAs a Customer Specialist at CarMax, you will play a vital role in delivering an exceptional customer experience. You will act as a guide and offer support to customers throughout their journey, ensuring a seamless and transparent process.Key ResponsibilitiesProvide exceptional customer service by guiding customers through the sales process,...