Current jobs related to Client Onboarding - Victoria, British Columbia - FrontierCFO

  • Cloud Onboarding Project Manager

    12 hours ago

    Victoria, British Columbia, Canada Apex Systems Full time

    Job Title: Expert Project ManagerJob Description:Project Overview:The Client is embarking on a cloud onboarding project with the implementation of an Azure Landing Zone. This project will involve defining the operating model, including cloud governance, CCoE, FinOps design, and resource planning.Key Responsibilities:Define the operating model, including...

  • Cloud Onboarding Project Manager

    8 hours ago

    Victoria, British Columbia, Canada Apex Systems Full time

    Job Title: Expert Project ManagerJob Description:Project Overview:The Client is embarking on a cloud onboarding project with the implementation of an Azure Landing Zone. This project will involve defining the operating model, including cloud governance, CCoE, FinOps design, and resource planning.Key Responsibilities:Define the operating model, including...

  • Client Relationship Associate

    4 weeks ago

    Victoria, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Title: Client Relationship AssociateCompany: The Toronto-Dominion Bank (Canada)Job Summary:The Client Relationship Associate plays a vital role in supporting the Portfolio Manager in delivering exceptional client experiences. This position requires strong business acumen, excellent communication skills, and the ability to build and maintain strong...

  • Project Manager

    2 weeks ago

    Victoria, British Columbia, Canada GeoVerra Full time

    Project Manager Opportunity at GeoVerraWe are seeking a highly skilled Project Manager to join our team in Victoria, BC. As a key member of our GeoVerra team, you will be responsible for leading project teams to deliver quality work on time and on budget.Key Responsibilities:Lead project teams to achieve successful project outcomes.Monitor project and team...

  • Project Manager

    2 weeks ago

    Victoria, British Columbia, Canada GeoVerra Full time

    Project Manager Opportunity at GeoVerraWe are seeking a highly skilled Project Manager to join our team in Victoria, BC. As a key member of our GeoVerra team, you will be responsible for leading project teams to deliver quality work on time and on budget.Key Responsibilities:Lead project teams to achieve successful project outcomes.Monitor project and team...

  • Project Manager

    2 weeks ago

    Victoria, British Columbia, Canada GeoVerra Full time

    Project Manager Opportunity at GeoVerraWe are seeking a highly skilled Project Manager to join our team at GeoVerra in Victoria, BC. As a Project Manager, you will be responsible for leading project teams to deliver quality work on time and on budget. You will monitor project and team performance, forecast project outcomes, and adjust as necessary to deliver...

  • Project Manager

    2 weeks ago

    Victoria, British Columbia, Canada GeoVerra Full time

    Project Manager Opportunity at GeoVerraWe are seeking a highly skilled Project Manager to join our team at GeoVerra in Victoria, BC. As a Project Manager, you will be responsible for leading project teams to deliver quality work on time and on budget. You will monitor project and team performance, forecast project outcomes, and adjust as necessary to deliver...

  • Client Relations Specialist

    1 month ago

    Victoria, British Columbia, Canada pt Health Full time

    Administrative Coordinator - pt Health The Administrative Coordinator/ Client Relations Specialist plays a vital role in nurturing a positive connection between the clinic and its clientele, including patients, team members, funding agencies, and referral sources. This is accomplished by delivering efficient administrative assistance and orchestrating...

  • IT Project Manager for Retirement Solutions

    1 month ago

    Victoria, British Columbia, Canada Recooty Full time

    Recooty is comprised of a talented group of dedicated professionals who are united by a common goal: enhancing the environment. We have developed an innovative online platform that empowers operators of water treatment facilities to manage their operations more effectively, conserving energy, resources, and supporting ecological sustainability. Our work...

  • Project Management Specialist

    1 month ago

    Victoria, British Columbia, Canada Recooty Full time

    About RecootyRecooty is comprised of a dedicated team of professionals who are passionate about enhancing recruitment processes. We have developed an innovative platform that empowers organizations to streamline their hiring efforts, ensuring a more efficient and effective approach to talent acquisition. Our mission is to solve complex challenges in the...

  • Human Resources Generalist

    2 weeks ago

    Victoria, British Columbia, Canada Humans of HR Full time

    About Humans of HRWe are a boutique recruitment agency in Vancouver, dedicated to providing exceptional talent acquisition services to our clients. Our team is passionate about helping professionals find their next career opportunity.Job Title: HR GeneralistAbout the RoleWe are seeking a highly skilled HR Generalist to join our team in Victoria. As an HR...

  • Human Resources Generalist

    2 weeks ago

    Victoria, British Columbia, Canada Humans of HR Full time

    About Humans of HRWe are a boutique recruitment agency in Vancouver, dedicated to providing exceptional talent acquisition services to our clients. Our team is passionate about helping professionals find their next career opportunity.Job Title: HR GeneralistAbout the RoleWe are seeking a highly skilled HR Generalist to join our team in Victoria. As an HR...

  • Heavy Equipment Operator

    6 hours ago

    Victoria, British Columbia, Canada HOME BY IDEAL CONSTRUCTION LTD. Full time

    Job Title: Excavator OperatorHOME BY IDEAL CONSTRUCTION LTD. is seeking a skilled Excavator Operator to join our team.Job SummaryWe are looking for a reliable and experienced Excavator Operator to operate heavy equipment in various locations. The successful candidate will be responsible for interpreting blueprints, maps, and specifications to plan methods or...

  • Branch Operations Leader

    1 month ago

    Victoria, British Columbia, Canada TalentWorld Full time

    Position Overview: Our client is seeking a dynamic Branch Supervisor who will utilize their exceptional operational management abilities to enhance employee engagement, foster brand growth, and drive market expansion across the region. Key Responsibilities: Focus on acquiring new clients while ensuring high levels of customer satisfaction and promoting...

  • Marine Systems Technical Expert

    1 month ago

    Victoria, British Columbia, Canada Thales Full time

    Location: Hybrid role based in Victoria, CanadaCompany Overview: Thales is a global leader in providing innovative solutions across various sectors including aerospace, transportation, defense, security, and space. Our team comprises talented individuals from diverse backgrounds who collaborate to drive progress and inspire one another.Position Summary: We...

  • Human Resources Advisor

    2 weeks ago

    Victoria, British Columbia, Canada Capital Regional District Full time

    Human Resources Advisor Summary: Provide technical, consultative, and advisory services and support for HR functions and programs of the Capital Regional District. This role provides a range of transactional human resources services, including employment/recruitment, onboarding, benefits management, training and development, disability management, and...

  • Insurance Agent

    3 weeks ago

    Victoria, British Columbia, Canada Murrick Insurance Service(Victoria) Ltd Full time

    About Murrick Insurance Service(Victoria) LtdWe are a leading insurance provider dedicated to delivering exceptional client experiences. Our team is passionate about helping individuals and businesses navigate the complexities of insurance.Job SummaryWe are seeking a highly skilled Insurance Agent to join our team. As an Insurance Agent, you will be...

  • Insurance Agent

    3 weeks ago

    Victoria, British Columbia, Canada Murrick Insurance Service(Victoria) Ltd Full time

    About Murrick Insurance Service(Victoria) LtdWe are a leading insurance provider dedicated to delivering exceptional client experiences. Our team is passionate about helping individuals and businesses navigate the complexities of insurance.Job SummaryWe are seeking a highly skilled Insurance Agent to join our team. As an Insurance Agent, you will be...

  • Customer Experience Associate

    2 weeks ago

    Victoria, British Columbia, Canada TD Bank Full time

    Customer Service Representative Provide exceptional customer experiences, handle financial transactions, and support business objectives in a fast-paced banking environment. As a Customer Service Representative at TD, you will be the face of our organization, delivering legendary customer experiences to our clients. You will be responsible for creating a...

  • Service Desk Analyst

    1 month ago

    Victoria, British Columbia, Canada Integro Softwares Inc Full time

    Integro Softwares Inc. is seeking a highly motivated and experienced Service Desk Analyst to join our dynamic IT team. In this role, you will be responsible for providing exceptional technical support to our clients, ensuring smooth operation of our systems, and contributing to a positive customer experience. As a key member of our Service Desk, you will...

Client Onboarding

4 months ago

Victoria, British Columbia, Canada FrontierCFO Full time

Who are we?


FrontierCFO is a cloud-based financial services start-up that focuses on supporting online accounting and CFO services for start-ups across Canada and the US.

We leverage financial and technological automation allowing CEOs to focus on optimizing and scaling their business.

Our services include everything from full-cycle accounting (including payroll) to CFO and financial advisory services. We virtually integrate with our client's teams to provide adaptive financial services and efficiently manage their day-to-day financial operations.

We support our clients in budgeting and forecasting, KPI development and monitoring, cashflow management, fundraising rounds, M&A due diligence support, strategic planning, and compliance reporting (managing monthly sales tax, payroll compliance, and assisting in audits).


The role


FrontierCFO seeks a dynamic
Client Onboarding & Tech Support Administrator to drive seamless client onboarding and provide daily support to our cloud-based team.


  • Key responsibilities will include:_
-
Client Onboarding & Support - 50%

  • Understanding our client's operations and business models to deliver a personalized setup
  • Configuring cloudbased tech stack: Dext, Xero, Jeeves, Plooto, etc.
  • Assisting with the creation and management of client and team member logins
  • Configuring and setting up client work and details in Karbon HQ
  • Communicating directly with clients regarding their tech setup and use
  • Managing the transfer of all clientrelated logins and accounts during Client Offboarding
-
Internal Application Administration & Tech Support - 50
  • Managing login and web app setup for internal and client users
  • Ongoing maintenance of client work items Karbon
  • Troubleshooting and resolving technical issues as needed for internal and client stakeholders.
  • Assisting the Internal Tech Support team with completing support tickets
  • Working with the FrontierCFO Business Analyst to identify and implement opportunities for workflow improvement
  • Creating documentation for your rolerelated processes related to internal and clientfacing work
  • Supporting the Internal Tech Support team with project work as required

Who we're looking for:

  • You have 12 years of experience in a technology/tech support role in a cloud environment.
  • You give your clients peace of mind through your indepth knowledge of data and cyber security best practices.
  • You are a creative problem solver with a knack for troubleshooting issues swiftly and accurately.
  • You are used to working in a virtual work environment and can easily collaborate while working remotely and asynchronously.
  • You have an eagle eye and an unwavering commitment to detail.
  • You have exceptional verbal and written communication skills and can effortlessly convey complex ideas to internal and external stakeholders through clear and concise language.
  • You have an uncanny ability to quickly and proficiently understand and absorb new information in an environment of complexity and change.
  • You selfmanage your schedule, priorities and deadlines in a flexible way that aligns with your team.
  • You find meaning in working in a tightknit team and thrive when collaborating with and learning from those around you.

Bonus points for:

  • Experience working in public practice or related accounting and finance industry

What's included in our total rewards package?

  • A competitive salary, paid vacation starting at 3 weeks and unlimited personal days
  • 100% employerpaid health insurance, health spending account, and an EAP
  • Paid professional development and support through your CPA
  • Companyprovided equipment: a highperforming laptop, 2 monitors, all the peripherals
  • The flexibility to work from anywhere in Canada
  • Applicants must hold a valid work permit and be a permanent resident or citizen of Canada._
  • FrontierCFO is an equalopportunity employer. Qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status._