Part Time Client Onboarding Specialist

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Requirements:

• Strong communication skills, both verbal and written, to simplify complex information.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple tasks and client interactions effectively.
• Proficiency with CRM systems like Pipedrive and basic office software such as Microsoft Office and Google Suite.
• Comfortable working independently and managing appointments from home.
• Experience with video conferencing tools such as Zoom.
• A friendly, client-first mindset focused on service and relationship building.
• Experience in the tax, accounting, or financial services industry is preferred.

Responsibilities:

• Schedule and conduct Zoom calls with potential clients to discuss their service needs.
• Gather necessary information from clients to provide tailored service quotes.
• Explain the firm's service offerings clearly to clients.
• Work closely with the sales team to create personalized quotes for clients.
• Ensure a smooth client onboarding process and facilitate understanding of next steps.
• Provide exceptional customer service by addressing client questions and concerns.
• Maintain accurate records of client interactions and information in the CRM system.
• Collaborate with tax and accounting teams to enhance the client experience.