New Client Onboarding Specialist

Reports to Dir of Ops / VP of OpsYou 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 QBOReporting to you will be.- Processing Team- Offshore service teamSkills 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 monthAbility 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)