Client Onboarding Specialist

About ERPS Group

ERPS Group is a fast-growing accounting, tax, and business advisory firm dedicated to helping business owners build stronger, more profitable companies. We provide accounting, tax planning, bookkeeping, payroll, CFO advisory, and business consulting services to clients across multiple industries.

Our mission is to deliver exceptional client service while helping entrepreneurs make informed financial decisions and achieve long-term success. We believe in professionalism, accountability, continuous improvement, and teamwork. Every member of our team plays an important role in creating an outstanding client experience.

Position Summary

We are looking for an organized, proactive Client Onboarding Specialist to coordinate the onboarding of new clients, working closely with the line manager, Sales and Accounting Teams.

Your primary responsibility is to ensure all required documents are collected, client meetings are scheduled, onboarding tasks are completed on time, and each client is smoothly transferred to their assigned Account Manager.

Key Responsibilities

Client Onboarding

• Coordinate onboarding from the initial client handoff through completion.
• Explain onboarding requirements, next steps, and deadlines to clients.
• Track progress and follow up on outstanding tasks and documents.
• Escalate delays or issues to the line manager.

Document Management

• Request and collect required financial, tax, and business documents.
• Organize and upload documents into the correct SmartVault folders.
• Maintain accurate document checklists and client records.
• Ensure all required documents are collected by established deadlines.

Client Communication & Meetings

• Communicate professionally with clients via phone, email, and approved platforms.
• Schedule onboarding meetings, introductory calls, and meet-and-greet sessions.
• Coordinate meetings with the Accounting Team and send reminders.
• Document client interactions and follow-ups in GoHighLevel (GHL).

Sales Support

• Participate in client demonstrations and introductory calls when needed.
• Explain the onboarding process to prospective and new clients.
• Assist with client follow-ups and the transition from Sales to Onboarding.

Client Handoff

• Verify that onboarding requirements are completed.
• Prepare and organize the client handoff package.
• Introduce the client to their assigned Account Manager.
• Ensure the Accounting Team receives all necessary documents and information before closing onboarding.

Qualifications

• Experience in client onboarding, customer service, or administrative coordination.
• Accounting or financial services experience is preferred.
• Excellent organizational, communication, and time-management skills.
• Strong attention to detail and follow-up.
• Ability to manage multiple clients and meet deadlines.
• Professional, proactive, and accountable work ethic.
• Excellent knowledge of English language is a must
• Proficiency in Russian language is a great advantage

Technical Requirements

• Proficiency with Microsoft Office and Google Workspace.
• Experience with CRM systems; GHL experience is preferred.
• Familiarity with cloud document management systems; SmartVault experience is a plus.
• Comfortable using Zoom, Slack, and calendar management tools.
• Reliable high-speed internet and a professional workspace if working remotely.

What We Offer

• Opportunity to grow within a fast-growing accounting and advisory firm.
• Ongoing training and professional development.
• Supportive team environment.
• Clear processes and opportunities for career advancement.

Personal Attributes

Organized, detail-oriented, reliable, proactive, professional, client-focused, trustworthy, and committed to continuous improvement.

Working Hours

• Full-time, 40 hours per week, EST time zone
• Monday–Friday, during established company business hours.

Success in This Role

Success means ensuring every new client is properly onboarded, all required documents are collected and organized, and the Accounting Team receives a complete handoff. Your work directly impacts client satisfaction and the efficiency of our service delivery.

How to Apply

Please email hr@erpsgroup.com with links to your resume and a one-minute video highlighting your relevant experience and explaining why you’re the right fit for this role.

We are looking for a proactive professional who takes ownership, follows through on commitments, and is ready to help ERPS Group 10X its impact.