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Client Onboarding Analyst Jobs in California

Client Onboarding Specialist Jobs
By TaxRise At Irvine, CA, United States
Identify opportunities to improve the onboarding process and suggest solutions to management in order to increase efficiency and effectiveness.
Introduce clients to their Case Managers in tax preparation and resolution departments as they progress through the customer journey
Excellent written and verbal communication skills
Experience delivering best-in-class customer service
Minimum two years’ experience in an administrative support, customer service, or other client facing role
Medical, Dental, and Vision Insurance after 60 days
Analyst, Onboarding Operations Jobs
By Airwallex At San Francisco, CA, United States
A passion for QA - experience in designing and implementing a QA program is preferred but not a requirement.
The willingness to learn new Compliance processes and develop skills at a fast pace.
Excellent focus on attention to detail with the ability to identify quality gaps and clearly provide feedback and coaching to individuals.
Proficiency with Microsoft Excel/ Google spreadsheets, bonus if you are comfortable with the occasional SQL query!

Are you looking for an exciting opportunity to join a dynamic team and help shape the future of client onboarding? We are looking for a Client Onboarding Analyst to join our team and help us create a seamless onboarding experience for our clients. You will be responsible for developing and implementing onboarding processes, analyzing customer data, and providing insights to improve the customer experience. If you have a passion for customer service and a drive to make a difference, this could be the perfect job for you!

Overview:

A Client Onboarding Analyst is responsible for ensuring that clients are successfully onboarded to the company’s services and products. This includes managing the onboarding process, ensuring that all necessary documents and information are collected, and providing support to clients throughout the onboarding process.

Detailed Job Description:

The Client Onboarding Analyst is responsible for managing the onboarding process for new clients. This includes collecting all necessary documents and information, verifying accuracy, and ensuring that all requirements are met. The Analyst is also responsible for providing support to clients throughout the onboarding process, including answering questions and resolving any issues that arise. Additionally, the Analyst will be responsible for maintaining accurate records and ensuring that all onboarding processes are compliant with applicable laws and regulations.

What is Client Onboarding Analyst Job Skills Required?

• Excellent communication and interpersonal skills
• Strong organizational and time management skills
• Ability to work independently and as part of a team
• Knowledge of applicable laws and regulations
• Proficiency in Microsoft Office Suite
• Ability to work in a fast-paced environment

What is Client Onboarding Analyst Job Qualifications?

• Bachelor’s degree in Business Administration, Finance, or a related field
• At least two years of experience in client onboarding or a related field
• Knowledge of customer relationship management (CRM) software
• Knowledge of banking and financial services

What is Client Onboarding Analyst Job Knowledge?

• Knowledge of customer onboarding processes and procedures
• Knowledge of applicable laws and regulations
• Knowledge of customer relationship management (CRM) software
• Knowledge of banking and financial services

What is Client Onboarding Analyst Job Experience?

• At least two years of experience in client onboarding or a related field
• Experience in customer service or client relations
• Experience in data entry and record keeping

What is Client Onboarding Analyst Job Responsibilities?

• Collect and verify all necessary documents and information from clients
• Ensure that all onboarding processes are compliant with applicable laws and regulations
• Provide support to clients throughout the onboarding process
• Maintain accurate records of onboarding processes
• Answer questions and resolve any issues that arise during the onboarding process