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Client Onboarding Specialist I Jobs

Onboarding Consultant I, Guest
By Toast At United States
Manage several onboarding engagements simultaneously, including large books of onboarding business at one time (~40-60 customers).
3 + years of experience in a role responsible for customer satisfaction and business operations
Excellent communication, organizational, and influencing skills
1+ years of experience using a POS (Point of Sale) software, ideally in the service industry
Experience working in the tech industry or for a SAAS company
Training, teaching, or development experience
Client Support Specialist I
By A2Zxperts At Sunnyvale, CA, United States
Familiarity of ITSM (IT Service Management) systems
Public sector employment or internship experience.
Possession and maintenance of CompTIA A+ certification.
Possession and maintenance of Information Technology Infrastructure Library ITIL certification.
Principles and practices of customer service.
Principles and practices of ITIL (IT Infrastructure Library).
Client Onboarding Specialist Jobs
By Mindful Support Services At Mountlake Terrace, WA, United States
Minimum 2+ year of team management or leadership experience
Provide enrollment for early practice management trainings including seminars and other course materials
Bachelor’s degree or equivalent combination of education and experience
Professional verbal and written communication skills
Exceptional interpersonal, customer service, problem-solving and conflict resolution skills
75% employer covered Health, Dental & Vision benefits plan
Client Onboarding Specialist Jobs
By Phyton Talent Advisors At Baltimore, MD, United States
Have 1-2+ years of experience in banking and/or capital markets business, with a strong willingness to further expand knowledge and skills.
Excellent communication, analytical, organizational, project management, and planning skills.
Possess 2-3+ years of experience working as a regulatory onboarding analyst or in a comparable role.
Demonstrate expertise and experience with US FINCEN and US Patriot Act regulations.
Fluency in Spanish is a desirable skill.
Facilitate the efficient and compliant regulatory onboarding of clients within the US Global Banking and Markets segment, prioritizing client satisfaction.
Client Onboarding Specialist Vp
By JPMorgan Chase & Co At , Plano, 75024, Tx $95,500 - $153,000 a year
Prior project management or senior project management experience
Required Qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
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
Experience in coaching or mentoring employees and proven ability to successfully manage conflict
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 Implementation Specialist I
By Allied Benefit Systems At United States
Excellent time management skills with a proven ability to meet deadlines.
1-3 years of experience in a data entry or administrative role required
1-2 years of experience in Group Health Insurance/Benefits preferred
Intermediate level work experience with Microsoft Office, Word, Excel, and Power Point software applications required, Access preferred
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Client Onboarding Specialist Jobs
By Institutional Cash Distributors (ICD) At United States
BS/BA degree in Business, Finance or related field, or equivalent experience.
Drive the new account process with prospects and clients to ensure a focused, efficient and excellent onboarding experience.
Demonstrate outstanding client service attitude, support and skills to ensure a top-notch, first impression of ICD.
Highly organized with excellent, careful attention to detail and follow-up skills
Excellent written and verbal communication skills
High level of interpersonal skills to work with clients and business partners as well as across the organization
Client Implementation Specialist I
By ABC Fitness At United States
Knowledge of Microsoft office products and data management software (Paradox, Aphelion, Pervasive, Sybase, Oracle, MS Access, TechNet and Datatrak).
Use product knowledge and troubleshooting skills to resolve issues
Perform other duties as assigned by manager or management
Computer support experience; knowledge of programming.
Stay Current and knowledgeable on all ABC products
Strongly developed analytical and troubleshooting skills
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
Client Onboarding Specialist Jobs
By Rabobank At , Chesterfield, 63017, Mo $60,000 - $70,000 a year
Skills in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
Strong communication skills (both interactive and written).
Client Onboarding Specialist Team, Rabobank North America
Determine if KYC requires escalation to and/or sign off by Compliance
Ability to analyze complex structures and synthesize all due diligence in a clear, concise and thorough manner.
Ability to impact, influence and take initiative.
Client Support Specialist I
By Incheck Inc At , Remote
Identify common problems and escalate them to management, along with possible suggestions for improvement
Ability to accurately perform data entry tasks
Knowledge of customer service standards and procedures
Knowledge of basic Outlook and Microsoft Office software
Knowledge of basic Keyboarding and multi-screen point-click functionality
Develop knowledge in the following areas:
Client Onboarding Manager Jobs
By KeyBank At , Remote $65,000 - $80,000 a year
Bachelor's Degree or similar work experience with a minimum of 1 – 3 years of banking or cash management sales experience.
Possess strong Analytical and Project Management skills (process analysis, steps required, data required, ask second level questions, professional curiosity, etc.)
Excellent verbal and written communication skills. Previous experience presenting to clients
Create material to support the onboarding events, maintain transparency for stakeholders and manage stakeholder expectations.
Develop, monitor and report on KPIs to ensure clients are receiving best-in-class client experience and business development objectives are met.
Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
Housing & Client Service Specialist I
By Housing Authority of Snohomish County At , Everett, 98204, Wa $21.78 - $30.15 an hour

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment and Physical Demands

Client Onboarding Manager Jobs
By Escalon Services At , Palo Alto, 94306, Ca

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Client Onboarding Specialist Associate
By JPMorgan Chase & Co. At Plano, TX, United States
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
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
Scope client requests and translate business requirements into detailed technical specifications for treasury services
Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
Client Onboarding Specialist Associate
By JPMorgan Chase & Co. At Chicago, IL, United States
Required Qualifications, Capabilities And Skills
Preferred Qualifications, Capabilities And Skills
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
Scope client requests and translate business requirements into detailed technical specifications for treasury services
Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
Onboarding Specialist I, Payments & Screening
By AppFolio, Inc. At United States
Understand and follow established processes to meet 100% of compliance requirements
Manage and maintain a daily workflow of onboarding projects to meet goals and customer expectations
Help customers adopt Payments and Screening Services with excellent influencing skills and a drive to succeed
Great judgment and problem solving skills
Friendly, professional written and oral communication skills
Excellent relationship building skills and strong service commitment
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
Client Onboarding Specialist Jobs
By Equiem Services At , New York, Ny $70,000 - $90,000 a year
Proven experience in stakeholder management at a senior level.
Overall project management from point of sale to the app launch.
3+ years' experience with Client onboarding.
Must have solid experience working with property/ technology solutions, or for a technology firm selling B2B.
Previous experience managing competing priorities and working to meet tight deadlines and KPIs.
First-hand experience with cutting-edge technology that sets up industry benchmark in proptech.

Are you looking for a role that will challenge you and help you grow professionally? We are looking for an experienced Client Onboarding Specialist I to join our team! In this role, you will be responsible for managing the onboarding process for new clients, ensuring that all necessary documents and information are collected and processed in a timely manner. You will also be responsible for providing excellent customer service and developing relationships with clients. If you are a motivated and organized individual with a passion for helping others, this could be the perfect opportunity for you!

Overview:

Client Onboarding Specialist I is responsible for onboarding new clients to the company’s services. This includes ensuring that all necessary paperwork is completed and that the client is familiar with the company’s products and services. The Client Onboarding Specialist I is also responsible for providing customer service to existing clients.

Detailed Job Description:

The Client Onboarding Specialist I is responsible for onboarding new clients to the company’s services. This includes ensuring that all necessary paperwork is completed and that the client is familiar with the company’s products and services. The Client Onboarding Specialist I is also responsible for providing customer service to existing clients. This includes responding to inquiries, resolving customer issues, and providing product and service information. The Client Onboarding Specialist I is also responsible for maintaining accurate records and ensuring that all customer information is up to date.

What is Client Onboarding Specialist I Job Skills Required?

• Excellent customer service skills
• Strong organizational and communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of customer service principles and practices
• Ability to handle customer complaints and inquiries
• Ability to work in a fast-paced environment

What is Client Onboarding Specialist I Job Qualifications?

• Bachelor’s degree in Business Administration, Marketing, or related field
• At least two years of customer service experience
• Knowledge of customer service principles and practices
• Knowledge of customer relationship management (CRM) software

What is Client Onboarding Specialist I Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of customer relationship management (CRM) software
• Knowledge of the company’s products and services
• Knowledge of the onboarding process

What is Client Onboarding Specialist I Job Experience?

• At least two years of customer service experience
• Experience in a customer service role
• Experience in a customer onboarding role

What is Client Onboarding Specialist I Job Responsibilities?

• Onboard new clients to the company’s services
• Ensure that all necessary paperwork is completed
• Provide customer service to existing clients
• Respond to inquiries and resolve customer issues
• Provide product and service information
• Maintain accurate records and ensure that all customer information is up to date
• Follow up with clients to ensure satisfaction