More jobs:
Client Onboarding & Financial Operations Director
Job in
Monsey, Rockland County, New York, 10952, USA
Listed on 2026-09-07
Listing for:
Unclassified
Full Time
position Listed on 2026-09-07
Job specializations:
-
Accounting
Bookkeeper/ Accounting Clerk -
Finance & Banking
Bookkeeper/ Accounting Clerk
Job Description & How to Apply Below
Unclassified in Monsey, NY is seeking a Financial Intake Director to lead the onboarding of new client accounts for a fast-growing bookkeeping firm serving e-commerce businesses.
You will own the end-to-end onboarding, learn each client’s operations, and set up systems so bookkeepers can take over smoothly. The role demands strong financial acumen, exceptional client communication, and the ability to manage multiple onboarding projects while delivering an outstanding client experience.
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