New Client Onboarding Specialist
hace 4 semanas
Reports to Dir of Ops / VP of Ops
You will be responsible for
- Gaining access to all client web-based platforms for accounting purposes
- Credential Verification:
- QuickBooks
- Bank Account
- Credit Cards
- FRS
- Payroll
- Sales Tax
- Avalara
- Autymate (setup if needed)
- Coordinating with processing, service, sales, and accounting
- Client handholding during onboarding
- Client relationship
- Bank & Credit Card Connecting in QBO
Reporting to you will be.
- Processing Team
- Offshore service team
Skills required:
- Understanding of software and banking systems (how to navigate the bank pages)
- Base understanding of QBO
- Base understanding of Lastpass
- Strong Customer Service
- Patience to help clients with troubleshooting (credential sharing or creation)
You’ll be offered.
- A great work environment that promotes growth
- Opportunities to grow your skillset and career.
- Competitive Salary
- An inclusive work environment where diversity is celebrated.
**Salary**: ₡790,000.00 per month
Ability to commute/relocate:
- Santa Ana, Provincia de San José: Reliably commute or planning to relocate before starting work (preferred)
Application Question(s):
- Are you comfortable learning new tools?
**Experience**:
- Call center/customer service: 1 year (preferred)
**Language**:
- English (preferred)
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