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Onboarding Client Specialist Jobs in Ohio

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 Equity Administrative Services Inc And Affiliates At , Westlake, 44145, Oh
Maintains thorough knowledge and understanding of Equity Trust’s products and services, including the online account management system and Gold Level Service
Recognizes client needs to offer additional opportunities or education related to their investment goals
Retirement product knowledge or financial services experience preferred
This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule.
Delivers distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
Minimum three (3) years of customer service experience
Onboarding Specialist Jobs
By The Christ Hospital Health Network At , Cincinnati, 45219, Oh

EDUCATION: Bachelor’s Degree required. HR related field preferred.

YEARS OF EXPERIENCE: 3+ years in related HR role required. Prefer prior experience with new employee onboarding.

Recruiter/Onboarding Specialist
By Help at Home At Columbus, OH, United States
Evaluates applicants by discussing job requirements and applicant qualifications with managers; interviewing applicants on consistent set of qualifications.
Determines applicant requirements by studying job description and job qualifications.
Determines applicant qualifications by interviewing applicants; analyzing responses; verifying references; comparing qualifications to job requirements.
Arranges management interviews by coordinating schedules
Improves organization attractiveness by recommending new policies and practices; monitoring job offers and compensation practices; emphasizing benefits and perks
At least 2 years of high volume recruitment or talent acquisition and onboarding experience preferred
Iwealth Client Onboarding Jr. Analyst
By Santander US At , Miami, 33131, Fl
Assist in preparing information for the Compliance and Management Committees.
Provide administrative support to the Client Onboarding Team in special projects as assigned by unit manager.
Basic account opening documentation knowledge, including CIP, CDD ownership structures.
Support CIP procedures and due diligence as defined in the KYC and DD procedures manual.
Stay updated on BSA/Anti-Money Laundering/Terrorist Financing and applicable consumer regulations.
Maintain a good working relationship with business units and organizational groups within the Bank.

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