Remote Client Onboarding Specialist

Tech Sales Jobs is seeking a Client Account Manager for a fully remote, independent contractor role, supporting a fast-growing U.S.-based tax accounting firm. The position centers on client delivery, onboarding, and process optimization during US business hours.Strong English writing and detail orientation are essential. You will assemble tax packets, triage...

Sardine is a remote-first risk platform focused on fraud and AML operations. We seek a Forward Deployed Engineer to lead client onboarding for our products. You will manage end-to-end integrations, translate requirements into scalable solutions, and collaborate with clients and internal teams for successful deployments. This hands-on role requires strong...

Neolytix in the Philippines is seeking an onboarding specialist to guide new clients from kickoff to launch. You will coordinate with Sales, IT, Finance, and Operations to ensure a smooth implementation, clear accountability, and a positive client experience. You will develop onboarding plans, collect documents, train clients, and hand over to the account...

Key Responsibilities Client Communication and Relationship Management Serve as the primary point of contact for new clients throughout the onboarding process Conduct kickoff meetings to clarify client objectives, service scope, key contacts, timelines, and expectations Provide regular progress updates and promptly address client questions or concerns ...

BruntWork is seeking a proactive Client Onboarding Coordinator to guide partners and originators through the end-to-end sales and onboarding journey. You will manage leads, participate in discovery calls, coordinate engagement letters, and handle CRM and client setup.Key responsibilities include coordinating onboarding records, preparing engagement letters,...

BDO Unibank is seeking a back-office professional to review and approve account openings, ensuring document completeness and compliance. The role involves updating client information in Avaloq and coordinating with Private Banking Front Office for approvals. Responsibilities include maintaining accounts, sending required documents, monitoring policy...

BruntWork is seeking a proactive Client Onboarding Coordinator to guide partners and originators through the end-to-end sales and onboarding journey. You will manage leads, participate in discovery calls, coordinate engagement letters, and handle CRM and client setup.Key responsibilities include coordinating onboarding records, preparing engagement letters,...

Key Responsibilities Client Communication and Relationship Management Serve as the primary point of contact for new clients throughout the onboarding process Conduct kickoff meetings to clarify client objectives, service scope, key contacts, timelines, and expectations Provide regular progress updates and promptly address client questions or...