Client Onboarding Specialist

Once a client signs, your work begins: you make sure their bookkeeping picks up without a hitch, within 48 hours, whether they're switching firms or starting a new business. You are their first point of contact after the yes, and the quality of that handover determines whether they stay.

  • Permanent contract (CDI)
  • Tunis (Centre Urbain Nord), Tunisia — on site
  • Junior profile accepted — training provided on our tools and procedures

Responsibilities

  • Prepare and send the file-transfer letter and the accounting records file (FEC) request to the client's former firm
  • Import the data received into the management tool (Pennylane) and check its consistency
  • Guide the client through connecting their bank, setting up the direct debit mandate, and getting started in their client portal
  • Make follow-up calls on Day 0 and Day 7 to confirm everything is in order
  • Coordinate with the accounting team for a smooth handover
  • Flag blockers or delays to the coordination team

Profile

  • Administrative rigour and attention to detail
  • Excellent written and spoken French
  • A client-first mindset: the ability to reassure a client who is switching accountants, often a sensitive moment
  • Organisation and the ability to run several files in parallel against tight deadlines

Nice to have

  • Basic knowledge of French accounting
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