Client Onboarding Specialist

Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. We are currently hiring a Client Onboarding Specialist!
Here's what you will be doing in the role:

The Client Onboarding Specialist will be responsible for managing the onboarding process for new clients. This role involves coordinating with various departments to ensure all necessary information is collected and processed efficiently.
The ideal candidate will have excellent communication skills, attention to detail, and the ability to manage multiple tasks simultaneously.

Responsibilities:

• Serve as a client liaison between the firm and its clients for new clients/team members during the onboarding process.
• Collect and verify all necessary client information and documentation.
• Coordinate with internal departments to ensure a seamless onboarding experience.
• Address any client concerns or issues promptly and professionally.
• Input client information in all internal systems promptly and accurately
• Maintain accurate and up-to-date records of client interactions and onboarding progress.
• Continuously improve the onboarding process to enhance client satisfaction.
• Approach tasks with a sense of urgency to meet client/team members' needs promptly.
• Proactive approach to anticipating potential challenges and addressing them before they escalate.
• Support additional full cycle client onboarding and Statement of Work groups
• Scanning, filing, and maintaining documentation support
• Other administrative support as required including cross training across admin support teams with the goal of training new staff when needed.
• SOW Preparation
• Become a subject matter expert in internal systems, and become a go to resource for internal staff

What you bring to the role:

• Proven experience in client onboarding, customer service, or a similar role.
• Excellent written and verbal communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite
  • Basic Excel
• Ability to work independently and as part of a team.
• High attention to detail and problem-solving skills.
• Maintains strict confidentiality.
• High School or GED Equivalent

Software:

• Experience with Microsoft Office Suite Word, Excel, and Outlook is a plus

Other Knowledge, Skills & Abilities:

• Excellent time management skills and ability to multi-task and prioritize work.
• Attention to detail and problem-solving skills.
• Excellent written and verbal communication skills.
• Maintains strict confidentiality.
• Possesses superior customer service skills, Comfortable communicating with clients and tax jurisdictions

Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

More about Boos & Associates

About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 90 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

Location: Fresno, CA, US

Posted Date: 11/25/2024