Client Onboarding Specialist

Job Summary

A company is looking for a Client Onboarding Specialist to ensure seamless operations and exceptional client experiences.

Key Responsibilities

• Assist clients with onboarding and complex tasks while providing guidance on the platform
• Interact with clients regarding account setup and operational matters through various communication methods
• Address inquiries, resolve issues, and provide timely solutions for clients and internal partners

Required Qualifications

• High School Diploma or GED required; Associate's or Bachelor's Degree preferred
• A minimum of 2 years' experience in financial services operations preferred
• Proven experience in roles requiring critical thinking, such as client operations or customer support
• Experience handling complex tasks while meeting daily productivity goals
• Detail-oriented with excellent organizational abilities