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Onboarding Client Specialist Jobs in 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.

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