Client Onboarding Specialist at Toast | Torre

Client Onboarding Specialist

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Full-time

Legal agreement: Employment

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Remote (for Canada residents)
Shared by
Juan Fernando Domínguez
11 days ago

Responsibilities


I’m currently looking for a Client Onboarding Specialist to join an exciting and growing team!This is a fantastic opportunity for someone who is organized, detail-oriented, great with clients, and comfortable working with financial information and data.In this role, you’ll be responsible for:Guiding new clients through the onboarding process from start to finishCollecting, organizing, and reviewing client information and financial dataEnsuring client accounts are set up accurately and efficientlyCommunicating directly with clients and providing an exceptional onboarding experienceCollaborating with internal teams to keep onboarding moving smoothlyManaging multiple client onboardings while staying organized and on top of deadlinesIf you have experience in client onboarding, bookkeeping, accounting, finance, or another detail/numbers-focused role, I’d love to connect!Toast