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Onboarding Client Specialist Jobs in Austin, Texas

Account Onboarding Specialist Jobs
By nok At , Austin $80,000 - $90,000 a year
Manage partner's education and adoption of best practices
Positively promote a two-way communication channel with our teams to provide a well-designed onboarding experience for new partners
Liaise with the sales team and Account Managers to hand off the relationship after onboarding
Minimum 1 year of experience in a corporate B2B environment, with a history of being your customers’ favorite
A professional with excellent communication skills with all levels, especially when it comes to clear and concise email
Budget for education + professional development
Onboarding Specialist (Remote) Jobs
By Ashley Ellis, Inc At Dallas, TX, United States
Reviews, analyzes and processes client paperwork to ensure conformity with contractual, payroll and benefits submission requirements.
Previous HR or onboarding experience preferred
For more information or to view other opportunities, visit us at
Paladin Consulting is an EEOC employer.
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
Onboarding Specialist Jobs
By Northside Hospital At , Atlanta, 30342, Ga
As needed, will complete and confirm all onboarding requirements and clearance processes of Managers, Directors, Executives and Physicians.
Two (2) years of Human Resources OR customer service related experience.
Strong communication and organizational skills.
Strong customer services skills and attitude.
General knowledge of Human Resources policies and procedures and Healthcare compliance.
Strong personal computer skills, including spreadsheet and database usage, Excel and Microsoft Word. Must be technology savvy and highly organized.
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.
Senior Onboarding & Maintenance Specialist
By Expedia Group At Dallas, TX, United States
Experience in implementation management, client services project management, engagement management or similar experience in a partner-facing role
Strong leadership and project management skills; ability to prioritize projects and initiatives simultaneously
Intermediate+ knowledge of Excel and working with large sets of data is necessary; experience with SQL preferred
Strong communication/interpersonal skills; proven experience dealing with diverse, international teams and partners, building agreement and cooperation, and coaching/advising others
Serve as operational point of contact internally and externally, knowledgeable about strategic partner specifications, vendors, and EG APIs
Manage large-scale projects for connected strategic partners
Onboarding Specialist Jobs
By Lionheart Children's Academy At Euless, TX, United States
Experience with applicant tracking software programs, HRIS software, candidate and new employee management
Experience with Asana work management software is highly preferred but not required
Financial Peace University classes to grow in money management
Talent Acquisition Handbook completion and management
Initiate, manage, analyze, and share findings on reference checks via our reference check software
Monitor and follow up on background checks with candidates and hiring managers
Onboarding Specialist Jobs
By Calculated Hire At Greater Houston, United States
Strong organizational skills with the ability to manage multiple onboarding processes simultaneously.
Develop individually tailored roadmaps for new resources, aligning with their specific roles and responsibilities.
Proven experience in onboarding or a similar role, preferably in a fast-paced environment.
Excellent communication and interpersonal skills to collaborate effectively with cross-functional teams.
Experience in instructional design or familiarity with customer marketing is preferred.
Reports to: Customer Marketing Manager
Client Onboarding Transfer Coordinator Team Lead
By JPMorgan Chase Bank, N.A. At , Plano, Tx
Minimum of 2 years of management experience
Prior project management or senior project management experience
Required Qualifications, capabilities, and skills:
referred 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
Onboarding Specialist Jobs
By Fidelity Investments At , Boston, 02210, Ma
Financial services and/or working on a startup experience a plus
Experience in gathering customer feedback and research and sharing it back to the team
Experience with Salesforce CRM preferred.
Experience engaging with end-users, evangelizing a product, and driving adoption across multiple stakeholder groups
Comfort and experience in Microsoft Excel
Excellent communication skills, both written and verbal
Onboarding Specialist Jobs
By Pinnacle At Pasadena, TX, United States
Requirements are representative of minimum levels of knowledge, skills, and abilities
Excellent time management and organizational skills
Understands and administers qualifications and requirements for client sites and home office with DISA and Industrial Training Councils
Troubleshoots onboarding issues as they arise; responsible for communicating with Recruiting, Resourcing, hiring manager, and new hires
Successfully onboards all new hires from the offer letter stage up to and including their first day
Stay up to date of ever-changing site/customer and Pinnacle’s safety requirements and policies and administer/uphold these requirements.
Onboarding Specialist Jobs
By Foureyes At Portland, Oregon Metropolitan Area, United States
Provide each prospect and customer with a seamless experience that follows onboarding playbooks from enrollment to conversion as a paid customer
Set onboarding expectations with customers and ensure that milestones are met as you manage the onboarding project
Exceptional verbal and written communication skills
Excellent organizational skills and attention to detail
Experience working in Salesforce Lightning, Tableau, Salesloft a plus
Bachelor’s Degree in a related field or equivalent job experience is required
Onboarding Specialist Jobs
By Pursuit At Dallas-Fort Worth Metroplex, United States
Medical, Dental, & Vision Benefits
2 Years of Customer service or analyst experience
MUST LIVE IN DALLAS, TX
They are currently looking for an Onboarding Specialist to join their team and help expand their business!
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 Officer Jobs
By AllSTEM Connections At Columbus, Ohio Metropolitan Area, United States
• Management Experience preferred not required.
• Multi-tasker who can manage multiple streams of work concurrently
• 3 to 5 years of experience with in a financial services, operational or compliance fields
• Prior experience in Account opening, AML &/or KYC a plus
All Stem Connection is hiring for a Client in Banking industry for the role of Client onboarding
Pay - $40 to $45 /hr
Onboarding Specialist Jobs
By Peraton At Reston, VA, United States
Contribute to a positive new hire experience by acting as a new hire advocate and the "go-to" person for new hires
Additional duties and responsibilities as needed and assigned
Bachelor's degree in human resources, business or related field. Experience in lieu of a degree will be considered
At least 3 years of experience in an HR onboarding or HR operations role
Experience using HRIS automated platform for self-boarding new hires and rehired employees
Knowledge and familiarity with various onboarding practices, employment laws, and compliance standards.
Onboarding Specialist Jobs
By Help at Home At Springfield, IL, United States
Career growth and experience with an industry leader with 40+ years of history in a high-demand field
Manage the onboarding process for assigned applicants.
Keep manager informed of any changes or policies that may affect this division.
Demonstrates empathy, maturity, and the ability to function as a member of a team; excellent communication skills both written and oral.
Intermediate to advanced computer skills including the ability to create and modify documents using Microsoft Office (e.g. Word, Excel, Power Point)
Experience in recruiting or onboarding preferred.
Onboarding, Specialist Jobs
By ResultsCX At Fort Lauderdale, FL, United States
Align new employees with managers and their team; communicate involvement procedures to all stakeholders.
Three years of related experience in BPO contact center, recruiting, human resources or other closely related field.
Capacity to work from home with a dedicated workspace that is free of background noise and distractions.
Prepare, coordinate, and facilitate the initial two-day New Hire Orientation (NHO) process for all agent-level classes.
Ensure new hires have technical assistance to properly set up their hardware/software and distribute manuals, passwords, and guidelines, as needed.
Monitor completion of new hire onboarding policies and documentation.
Come 301: School Onboarding Specialist
By JerseySTEM At United States
Manage middle schools onboarding as they begin their partnership with JerseySTEM.
Genuine concern about/interest in solving the STEM education gender gap
Experience with K-12 schools as a parent, former student professionally
Effectively communicate with school liaisons to assist in the onboarding process
Partner with other team members before, during and after the onboarding process to ensure effective program set-up
Ability to establish and maintain connections with area schools
Onboarding Specialist - Remote
By Help at Home At Indianapolis, IN, United States
Career growth and experience with an industry leader with 40+ years of history in a high-demand field
Manage the onboarding process for assigned applicants.
Keep manager informed of any changes or policies that may affect this division.
Demonstrates empathy, maturity, and the ability to function as a member of a team; excellent communication skills both written and oral.
Intermediate to advanced computer skills including the ability to create and modify documents using Microsoft Office (e.g. Word, Excel, Power Point)
Experience in recruiting or onboarding preferred.
Client Onboarding Coordinator Jobs
By Reynolds and Reynolds At , Farmington Hills, 48334
Understand the detailed requirements of all vendor partners, ensuring we are meeting all requirements.
Assist existing customers with compliance requirements and auditing.
2+ years of experience in customer support, sales support, mortgage processing, or similar position strongly preferred
Excellent communication and customer service skills
Salesforce CRM experience a plus
Work together with other support personnel to jointly execute the onboarding of new customers.
Onboarding Specialist Jobs
By LittleStar ABA Therapy At Carmel, IN, United States
Excellent time management and organizational skills
Good time management skills along with the ability to manage multiple tasks.
This position is eligible to work from home up to 60% of the time
Maintains the stability and reputation of LittleStar ABA by complying with legal requirements.
High School diploma or GED required; bachelor’s degree or equivalent years of experience preferred.
1-2 years’ experience with insurance in a medical office setting required.
It Client Onboarding Project Coordinator
By VC3 At , Remote
Responsible for the scheduling, time management, and utilization management of team members.
Provide finance information for ongoing monthly billing throughout the onboarding project
Possess strong interpersonal skills in order to work with both technical and non-technical staff at various levels in the organization.
Collaborate with all VC3 departments to continuously improve our service offering to maximize client satisfaction.
Good problem solving and decision-making skills; ability to understand and analyze complex issues
Completion of an accredited 2-year post-secondary diploma in Computer Systems/Engineering or equivalent business experience
Onboarding Specialist Jobs
By UPS At Commerce City, CO, 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 Confidential At Greater Cleveland, United States
Drive top-of-the-funnel lead generation for account executives and sales managers
Update and manage all sales activities, opportunities, and account information in CRM
This is an entry-level sales role. 6 months 1 year of experience strongly desired
Excellent written and verbal communication skills
Consistently achieve monthly quota of qualified opportunities
Bachelor's degree in Business or a related field
Agent Onboarding Specialist Jobs
By Alignment Health At California, United States
General Duties/Responsibilities (May include but are not limited to):
Update and maintain all Sub-Agent files and process Certification and Re-Certification exams.
Review and ensure certification exams and current Life licensure must be filed for each broker that completes annual certifications.
At least one year or related experience
General Duties/Responsibilities (May Include But Are Not Limited To)
Maintain active agent documents required to stay in “good standing” such as E&O, AHIP and state licenses
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
Onboarding Specialist Jobs
By MEDSTAR HEALTH At , Olney, 20832
Critical thinking, problem-solving, time management, organizational skills, accountability/ownership, and effective communication skills.
Equivalent combination of relevant experience and education. required
equivalent combination of relevant experience and education. required
1-2 years Recent experience in high volume scheduling, administrative required or
Similar human resources experience required
Strong interpersonal and customer service skills for effective communication with new hires/transferring associates.
Agency Client Onboarding Manager - Remote | Wfh
By Get.It Recruit - Administrative At Copperton, UT, United States

Join our team as a Client Onboarding Manager, where you'll play a pivotal role in the post-sale and marketing launch process for new mobile-first dealership websites. We're seeking a talented ...

Onboarding Specialist Jobs
By University of Vermont At , Burlington
Minimum Qualifications (or equivalent combination of education and experience)
Diverse Issues in Higher Education
American Association for Affirmative Action
Community Organization (Please specify below)
Consortium of Higher Ed LGBT Resource Professionals
NAFSA: Association of International Educators
Project Manager, Client Onboarding
By Radial, Inc. At , Remote
Minimum of 3+ years of project management experience in the technology or e-commerce industry
Knowledge of Project & Portfolio Management tools (MS Project, Smartsheet, Wrike, etc)
Experience with various Project Management methodologies
Experience with program management office planning and operations activities
Schedule and facilitate project status meetings and advise management on the effects change requests will have on schedule and resources
Communicate clearly and demonstrate leadership skills to establish a common understanding of project timelines, milestones, and expectations on delivery
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.
Onboarding Specialist Jobs
By Help at Home At , Macon, 31210, Ga $15 - $17 an hour
Administer background checks and discretionary risk assessments, completion of I-9s, references, EPS Staff Checks, Social Security Verifications, and certification authentication, etc.
May also perform skilled administrative tasks including:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Help at Home is hiring a Onboarding Specialist!
Ensure all new hires comply with company, Federal, and State regulations required for employment.
Maintain applicant profiles in Applicant Tracking System.

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