Accounting Onboarding Specialist
3 days ago
About Us:
NEW Accounting & Consulting is a fast-growing firm dedicated to providing comprehensive accounting, bookkeeping, and consulting services to small businesses in the St. Louis area. We pride ourselves on delivering exceptional service and fostering strong, long-lasting client relationships. As we continue to expand, we are seeking an Accounting Onboarding Specialist to ensure a seamless and efficient experience for our new clients as they transition to our services.
Position Overview:
As an Accounting Onboarding Specialist, you will play a critical role in welcoming new clients, gathering the necessary financial data, and setting up their accounts to integrate with our systems. This position requires exceptional organizational skills, attention to detail, and the ability to communicate effectively with clients and internal team members.
Key Responsibilities:
- Act as the primary point of contact for new clients during the onboarding process.
- Gather, review, and organize client financial data, including bank statements, prior financial reports, and payroll records.
- Set up client accounts in accounting software.
- Collaborate with internal teams to ensure a smooth transition of client information to ongoing service teams.
- Develop and maintain an onboarding checklist to ensure all required steps are completed accurately and on time.
- Train clients on accessing and using accounting portals or software, as needed.
- Address and resolve client questions or concerns promptly and professionally.
- Continuously improve the onboarding process by identifying and implementing enhancements.
Qualifications:
- Bachelor’s degree in Accounting, Finance, Business, or related field preferred.
- 2+ years of experience in accounting, bookkeeping, or client-facing roles.
- Proficiency in accounting software and Microsoft Office Suite.
- Excellent communication and interpersonal skills.
- Strong attention to detail and ability to manage multiple tasks and deadlines.
- Experience with small business accounting is a plus.
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A supportive and collaborative team environment.
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