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Onboarding Client Specialist Jobs

Onboarding & Client Success Representative
By RaiseRight At Grand Rapids, MI, United States
Proven experience in a client-facing role, such as customer success, account management, or client services.
Strong organizational and project management skills, with attention to detail and ability to follow through on commitments.
Provide training/demos to clients on how to effectively use our fundraising platform, including system navigation, reporting, and campaign management.
Ability to manage multiple clients simultaneously and prioritize tasks effectively to meet deadlines and deliver exceptional customer experiences.
Conduct basic needs assessments to understand clients' specific fundraising goals, challenges, and requirements.
Excellent interpersonal and communication skills, with the ability to build strong relationships and effectively engage with clients at various organizational levels.
Onboarding Specialist Jobs
By CSI Companies At Jacksonville, FL, United States
· Bachelor’s degree (relevant experience in lieu of education may be considered)
· Sending external employee’s agreements, offer letters, and contracts.
· Experience in a fast paced, efficiency focused environment is a plus.
· Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint); knowledge of LinkedIn and ZoomInfo preferred
· Processing new hire paperwork for external employees including running background checks, drug screens and I-9 Forms.
· Guiding new consultants through the hiring and onboarding process
Onboarding Specialist (Temporary) - Remote - Nationwide
By Vituity At Sacramento, CA, United States
Associate degree in Human Resources Management or related field, or combination of education and experience required.
Strong attention to detail, time management, and organization skills.
Inputs and updates the Salesforce Credentialing database, Taleo Onboarding database, Oracle Human Capital Management database and Vituity Portal.
Opportunities to attend Vituity community events including LGBTQ+ History, Dia de los Muertos Celebration, Money Management/Money Relationship, and more.
Diversity, Equity and Inclusion (DEI) initiatives including LGBTQ+ History, Dia de los Muertos Celebration, Money Management/Money Relationship, and more
Assists with follow-up to ensure all needed site requirements, paperwork, and copies of credentials are obtained.
Client Technology Experience, Onboarding Trainer
By NewEdge Wealth At Stamford, CT, United States
3-5 years of technical or client relationship management experience
Familiar with one or all of the main applications – Salesforce, Orion, Wealthscape, OKTA, and/or other Wealth Management/Financial services applications
Experience in training technical applications
Provide training and demonstrations to internal employees and end-clients
Executing an engagement plan as new teams and employees onboard; provide training, resources, setup meetings as needed
Ensure new hires have adequate technical assistance to setup and navigate technology platforms
Fix Onboarding Specialist. Jobs
By AIMQ DEVELOPMENT LLC At New York, United States
Strong scripting skills.FIX gateway FIX SupportGreat communication skills. The position will deal with the business,
vendors and clientsFIX certification: create test plans, FIX specs, FIX questionnaire,
set-up a process for onboarding electronic trading (establish
procedures and implement best practices)Work with OMS vendor to set-up our algos in their OMS screens,
Patient Onboarding Specialist Jobs
By Insight Global At United States
Working experience in the healthcare industry
4 years of working experience as a health insurance onboarding specialist
Experience working in a call service/customer service environment
Onboarding Specialist Jobs
By ArchCare At New York, NY, United States
Management of on-boarding statuses and providing weekly updates to Recruiters.
Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
Discounted memberships: Plum Benefits, NYSC Gym
Collaborate with Recruiters, hiring managers, and cross-functional teams to develop and execute an effective onboarding process for new employees.
Responsible for all on-boarding and background checks, processing new employees from job offer to start date.
at home, in the community and in nursing homes
Onboarding Payroll Specialist Jobs
By Questco Companies At Texas, United States
3+ years’ experience in a client support role with strong administrative and customer service skills
A minimum of 3 years client service, implementation, or similar experience
Experience learning a new payroll system is strongly preferred; hands-on experience with PrismHR is preferred
Exceptional communication skills including verbal, written, and presentation skills
Strong interpersonal communication skills, ability to handle sensitive client situations gracefully
Professional verbal and written communication skills
Onboarding Specialist Jobs
By UPS At Norwood, MA, United States
Strong time management, organization, and problem-solving skills
Strong written and oral communication skills
Demonstrated knowledge of Microsoft Office product (Excel, PowerPoint, Word, OneNote)
Performs pre-boarding/onboarding activities and programs (e.g., I-9, validate background checks, coordinates scheduling, support biometrics and fingerprinting, etc.)
Keeps internal candidate notes on the bid files.
Coordinates drug screening for drivers
Onboarding Specialist Jobs
By Apex Systems At Greater Seattle Area, United States
Provide work order status reports and metrics to management
Manage user accounts and phone accounts
Highly proficient with data entry, Microsoft Excel & Office applications, iPad apps and PC platforms
Strong phone, email, and customer service communication skills
Excellent communication skills, attention to detail, and customer satisfaction.
Configure hardware (Windows, HP, Lenovo/Surface, iPhone, iPad) and software for new hires
Client Onboarding Specialist (Non-Hr)
By StoragePug At Knoxville, TN, United States
Excellent communication and project management skills
Leading our clients through onboarding, configuration, and go-live; which includes a heavy amount of project management.
Organized with a solid understanding of project management paradigms.
Strong written and verbal communication skills.
Strong attention to detail and proofreading skills.
Marketing-focused mindset, with a working knowledge of SEO, GMB, and Analytics.
Onboarding & Staffing Specialist Jobs
By Dentrust Optimized Care Solutions At Pipersville, PA, United States
Good organizational, time management, and multi-tasking skills
Bachelor's or Associates degree Preferred in Human Resources Management or a related field
Provide assistance to new hires during their onboarding process by answering any queries about tasks, log in information, offers, and agreements.
Verify medical licenses and certifications during the onboarding process
Preferred experience working in a Human Resources Department with a focus in On-boarding
Preferred Experience with Applicant Tracking Systems (iCIMS) and Resume Databases
Onboarding Specialist Jobs
By Fullpath At Tenafly, NJ, United States
Owning the customer experience from the point of sales throughout their onboarding process
Mapping out the customers’ requirements & needs to ensure a smooth onboarding and implementation
Collaborating proactively with other departments involved in the onboarding process by providing clear account setup requirements and deadlines
Educating customers on features, capabilities, and best practices to simplify adoption and align expectations.
Handling the successful and smooth transfer of your customers to their dedicated customer success manager after onboarding completion
Measuring and reporting upon the onboarding experience
Client Onboarding Coach Jobs
By RXNT At United States
Comprehensive knowledge and experience with computer operating systems and various internet browsers
Actively seeks to gain new skills in both technical and domain areas
Works well under pressure and is able to manage several tasks simultaneously
Previous software support and/or training experience is a plus
Experience with various medical software platforms is a plus
Medical billing and coding certification is a plus
Cb Client Onboarding - Onboarding Team Lead
By JPMorgan Chase & Co. At Chicago, IL, United States
Required Qualifications, Skills And Capabilities
Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
Work with partners in Operations and Product Management to streamline processes
Utilize management reports and metrics to ensure success in meeting the team's objectives
Experience in coaching or mentoring employees and proven ability to successfully manage conflict
Experience in risk awareness and skills to develop and ensure quality program set ups
Onboarding Specialist Jobs
By Midi Health At San Francisco, CA, United States
3+ years of experience as an Onboarding Specialist
Provide a high-touch, world class experience for new hires
Flexible hours as we serve candidates from EST to PST
Health, dental and paid time off
Greenhouse Recruiting and Onboarding expertise required
Ability to pivot quickly and adapt to directional change
Onboarding Support Specialist Jobs
By PriceSenz At Arkansas, United States

Description Recruiter Coordinator role, toggling between (2) functions (offer letters, background checks, onboarding, etc.) Navigating SuccessFactor, Ticketing system, EC (Employee Central), ...

Onboarding Specialist Jobs
By Stefanini Group At Fort Lauderdale, FL, United States
Support the hiring managers in the creation of job requisitions
Updates hiring managers on date of hire
Helps create and manage the HR events calendar for North America
Other tasks and responsibilities as required.
Partner with the Talent Acquisition Recruiter to schedule interviews
Maintain and update candidate tracking spreadsheet in a timely manner
Onboarding Specialist Jobs
By ProKatchers LLC At Beverly, MA, United States
·Identifies process improvements and escalates issues to management and senior members of the team.
Onboarding and I9 experience- REQUIRED.
1+ year(s) of previous HR experience preferred.
Experience with HRIS systems preferred.
Owns the accurate and timely onboarding process for new employees which includes background check, drug screen, onboarding paperwork and I-9 process.
Proficiency in Microsoft Office Suite required.
Onboarding Specialist Jobs
By Wyatt Field Service Company At Deer Park, TX, United States
Good organizational and time management skills.
A bachelor's or associate's degree in human resources management accepted in lieu of experience.
Experience as an onboarding specialist or in a similar HR role.
Experience with HR standard software, such as IRIS and MS Office.
Experience with ATS and resume databases.
Excellent verbal and written communication skills.

Are you looking for an exciting opportunity to join a fast-growing company and help shape the future of customer onboarding? We are looking for a Client Specialist to join our team and help us create an exceptional onboarding experience for our clients. As a Client Specialist, you will be responsible for managing the onboarding process from start to finish, ensuring that our clients have a smooth and successful transition to our services. If you are passionate about customer service and have a knack for problem solving, this could be the perfect job for you!

Overview Onboarding Client Specialists are responsible for ensuring that new clients are properly onboarded and integrated into the company’s systems and processes. They are responsible for providing a smooth transition for new clients, ensuring that all necessary paperwork is completed and that the client is comfortable with the company’s services. Detailed Job Description Onboarding Client Specialists are responsible for providing a smooth transition for new clients. This includes ensuring that all necessary paperwork is completed, that the client is comfortable with the company’s services, and that the client is properly integrated into the company’s systems and processes. Onboarding Client Specialists must be able to communicate effectively with clients and provide them with the necessary information and support. They must also be able to work with other departments to ensure that the onboarding process is successful. Job Skills Required
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize workload
• Strong organizational and problem-solving skills
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
Job Qualifications
• Bachelor’s degree in business, marketing, or related field
• At least two years of experience in customer service or related field
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
Job Knowledge
• Knowledge of customer service principles and practices
• Knowledge of company policies and procedures
• Knowledge of computer systems and software
• Knowledge of onboarding processes and procedures
Job Experience
• At least two years of experience in customer service or related field
• Experience in onboarding new clients
• Experience in working with multiple departments
Job Responsibilities
• Ensure that all necessary paperwork is completed for new clients
• Provide clients with the necessary information and support
• Work with other departments to ensure that the onboarding process is successful
• Monitor and track onboarding progress
• Respond to client inquiries and resolve any issues that arise
• Maintain accurate records of onboarding activities