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Client Onboarding Analyst Jobs in Michigan

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.

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