Client Onboarding Manager Jobs
By Acceleration Partners At , Charlotte, Nc
Prioritizes competing objectives and manages time with skill
AP PERKS & BENEFITS - WHAT WE OFFER
Possesses superior written and verbal communication skills
Knows how to collaborate with team members in a remote environment
2-3 years affiliate marketing experience in an agency environment required
Experience communicating with clients and leading client calls
Client Onboarding Specialist Associate
By JPMorgan Chase Bank, N.A. At , Charlotte, 28209, Nc $75,050 - $107,000 a year
Identify, implement, and lead innovative, complex, large-scale client onboarding solutions focused on end-to-end ownership of the client experience
Provide subject matter expertise for implementations, products and services, and training requirements to external clients and internal stakeholders
6+ years of client consulting or financial services experience
Strong business acumen combined with demonstrated experience structuring and managing projects
Previous experience adapting to a fast-paced, changing, dynamic, client-facing work environment while driving results
Excellent interpersonal, influencing, communication, and partnership skills

Are you looking for an exciting opportunity to help clients get the most out of their experience? We are looking for a Client Onboarding Manager to join our team and help us provide an exceptional onboarding experience for our clients. You will be responsible for developing and executing onboarding plans, managing client relationships, and ensuring that our clients have the best experience possible. If you are passionate about customer service and have a knack for problem-solving, this could be the perfect job for you!

Overview:

A Client Onboarding Manager is responsible for ensuring that clients have a smooth and successful onboarding process. This includes managing the onboarding process from start to finish, working with clients to ensure that all necessary documents and information are provided, and providing support and guidance throughout the onboarding process.

Detailed Job Description:

The Client Onboarding Manager is responsible for managing the onboarding process for new clients. This includes working with clients to ensure that all necessary documents and information are provided, and providing support and guidance throughout the onboarding process. The Client Onboarding Manager will also be responsible for developing and implementing onboarding processes and procedures, and ensuring that all onboarding activities are completed in a timely and efficient manner.

What is Client Onboarding Manager Job Skills Required?

• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and prioritize workload
• Strong organizational and problem-solving skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of customer service principles and practices
• Knowledge of onboarding processes and procedures

What is Client Onboarding Manager Job Qualifications?

• Bachelor’s degree in Business Administration, Management, or a related field
• At least 3 years of experience in customer service, onboarding, or a related field
• Experience in project management
• Knowledge of customer service principles and practices

What is Client Onboarding Manager Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of onboarding processes and procedures
• Knowledge of project management principles and practices
• Knowledge of customer relationship management (CRM) systems

What is Client Onboarding Manager Job Experience?

• At least 3 years of experience in customer service, onboarding, or a related field
• Experience in project management
• Experience in customer relationship management (CRM) systems

What is Client Onboarding Manager Job Responsibilities?

• Manage the onboarding process for new clients from start to finish
• Work with clients to ensure that all necessary documents and information are provided
• Develop and implement onboarding processes and procedures
• Provide support and guidance throughout the onboarding process
• Ensure that all onboarding activities are completed in a timely and efficient manner
• Monitor and track onboarding progress and provide regular updates to clients
• Maintain accurate records of onboarding activities
• Respond to client inquiries and resolve any issues that arise during the onboarding process