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Onboarding Client Specialist Jobs in Maryland

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 Leap At Columbia, MD, United States
Follow project management best practices, including but not limited to time tracking, development and maintenance of project plans, and clear communication
Serve as the central tactical point of contact for customers onboarding experience
1-2 years of experience using, supporting, or troubleshooting web-based applications
1-2 years of experience serving in an external client-facing role
1-2 years of software implementation experience
Excellent written and verbal communication skills
Onboarding Specialist Jobs
By Roth Staffing At Jessup, MD, United States
Excellent MS Office and Adobe knowledge
Knowledge of HRIS and Payroll systems a bonus
Pay: $20 to $22 an hour based upon experience
Comparing, reviewing, and correction personal data for employees
Assisting with new hire paperwork
Administering background screening and follow up

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