Client Onboarding Specialist

Are you passionate about providing exceptional client service? Do you have a knack for organization and attention to detail? If so, we have an exciting opportunity for you as a Client Onboarding Specialist at Fact Professional Inc. As a Client Onboarding Specialist, you will play a crucial role in ensuring that our clients have a seamless onboarding experience and a positive relationship with our firm. We are a busy, mid-sized, dynamic and growing CPA Firm in the San Fernando Valley. Our team looks at success as epitomizing exceptional customer service skills, strong accounting knowledge, and adapting to changing technology to service our clients. We pride ourselves on being well-organized and efficient while still maintaining a personal touch.

Duties and Responsibilities

Client Intake and Documentation

• Conduct initial client intake interviews to gather necessary information for onboarding process

• Review and verify client documentation, including but not limited to tax returns, financial statements, bank statements, and other relevant documentation

• Ensure all client information is accurately recorded in our internal systems

• Communicate with clients to clarify any missing or incomplete information

Onboarding Process Management

• Develop and implement a standardized onboarding process for new clients

• Coordinate with various departments within the firm to ensure a smooth transition for new clients

• Schedule and facilitate client meetings to discuss onboarding progress and address any concerns or questions

• Track and monitor the progress of each client's onboarding process and provide regular updates to the Management and Leadership Team

Relationship Building and Client Support

• Serve as the primary point of contact for new clients during the onboarding process

• Build and maintain strong relationships with clients by providing exceptional customer service and addressing their needs promptly and effectively

• Respond to client inquiries and provide support on various administrative and technical matters

• Collaborate with cross-functional teams to resolve any issues or challenges that arise during the onboarding process

Compliance and Risk Management

• Ensure compliance with regulatory requirements and internal policies throughout the client onboarding process

• Conduct due diligence on new clients to identify and mitigate any potential risks

• Stay up-to-date with industry regulations and best practices related to client onboarding

• Collaborate with the compliance team to implement any necessary changes or updates to our onboarding procedures

Qualifications

• Bachelor's degree in accounting, finance, or a related field

• Previous experience in a client/customer service facing role, preferably in a CPA firm, financial services industry, or Law firm.

• Strong knowledge of tax regulations and accounting principles preferred

• Excellent communication skills, both verbal and written

• Exceptional organizational skills and attention to detail

• Ability to multitask and prioritize tasks effectively

• Proficient in using Microsoft Office and other relevant software applications

• Ability to work independently as well as collaboratively in a team environment

Benefits

• Medical Insurance

• Vacation, Personal/Sick, & Holiday PTO

• 401K & Profit Sharing Plan

• Stable Growing Company