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Posted 3 hours ago

Remote - Client Onboarding Specialist

@ AO Garcia Agency

Oshawa, Ontario

Remote
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Overview

AO Garcia Agency is hiring a remote client onboarding specialist who assesses client needs, presents options, and manages the client relationship after the first meeting. The role includes administrative work such as notes, appointments and CRM upkeep. The posting offers a qualified-interest pipeline, performance-based advancement, full training and work from home, with interviews on Zoom.

Responsibilities:

  • Assess client needs in virtual meetings
  • Teach options and guide clients after the first meeting
  • Keep notes, appointments and CRM records current

Requirements summary:

  • Driven, trainable and dependable
  • Comfortable competing
  • Fine with a camera

Tools & skills

Source and dates

Employer career site / ATS feed · lever

Employer posting date
2026-11-12
First seen by our source
2026-11-12
Source record updated
2026-11-12

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

DepartmentSales
Travelair: none · ground: none
Work settingHome
PositionMostly sitting
Physical demandsphysical low · computer high
Perks mentionedPaid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

AO Garcia Agency

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Other recorded names
  • AO Garcia Agency
FieldValue
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Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling

• Qualified-interest pipeline

• Performance-based advancement

• Full training

• Current tech stack

• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.

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