Onboarding Associate

2 months ago


New York, United States Upwardly Global Full time
Job DescriptionJob DescriptionTitle:             Onboarding Associate      
Department: Programs
Reports to:   Program Director
Schedule:     40 hours per week. Hybrid (2 days out of the office)   
FSLA:           Non-exempt

About the Organization

Over the years, Upwardly Global has supported thousands of foreign-born, skilled job seekers in transitioning from poverty or exclusion to quality, thriving-wage careers through its customized program to integrate skilled immigrants into the US job market. Upwardly Global is a data-driven, innovative organization with a bold vision and a fearless spirit, operating out of four major US markets and providing remote services to several parts of the country. It is unwavering in its commitment to a diverse and inclusive culture where every voice matters.
Position Overview.
 
Reporting to the Program Director, the Associate is responsible for screening potential clients to determine if they meet our eligibility requirements and for onboarding clients once it is determined they are eligible for our program. In this role, the onboarding associate will manage a caseload of clients and will be responsible for delivering on assigned metrics for onboarding and conversion into our training program. This position will also provide input and feedback to Program Leadership about the intake processes to ensure we are continually refining and improving our program intake process. 
The Associate is also responsible for supporting national efforts from an administrative and operational perspective. This includes supporting projects to meet grant deliverables such as job seeker enrollment in special programs, data collection, and job seeker retention efforts. This role also includes clerical and office management support.

Essential Duties & Responsibilities:
  • Successfully conduct and complete pre-screening calls to ensure potential candidates meet program entrance requirements.
  • For job seekers who don’t meet our criteria, communicate in an empathetic manner and provide alternative resources as available. 
  • For job seekers who meet our criteria but are not yet fluent in English, communicate on-hold status and provide resources as available.
  • Connect admitted job seekers with their coach (ESA) to begin their Career Pathway journey. 
  • Ensure that job seekers are able to access and understand online training (WeGlo) resources and tools.
  • Liaise with regional Outreach Associates on program recruitment targets and needs.
  • Maintain national standards regarding the completeness of the online application and associated data capture (e.g., profession category, household salary, etc.).
  • Serve as a thoughtful and welcoming initial point of contact with job seekers.
  • Responsible for accurate data entry into our database, Salesforce. 
  • Maintain knowledge of regional funding requirements; Screen candidates for eligibility and collect required documentation, as needed. 
  • Serve varying organizational needs in times of rapid-response efforts
  • Support job seekers through the Upwardly Global program, including encouraging job seekers through initial core job readiness-training and other self-paced training offerings as needed.
  • Support the needs of program teams as needed, including the Employer Partnerships team, the Skilling team, and the Outreach team.
Knowledge and Skills Required:

•Bachelor’s Degree preferred.
•Knowledge of the Salesforce database is a plus.
•Strong customer service, organizational, project management, and time management skills.
•A professional and resourceful style and ability to manage multiple priorities.
•Ability to work both independently without close oversight, but also a team player who will productively engage with others at varying levels of seniority within UpGlo.
•Ability to work a flexible schedule (hours may vary).

*Salary Range Disclaimer:
The base salary range represents the low and high end of the Indeed salary range for this position. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Upwardly Global's total compensation package for employees. Benefits include paid time off policy, hybrid or remote work schedule, medical/dental/vision insurance, short term disability insurance, life insurance and retirement plan with employer match.

*Salary Range Transparency: Hourly Rate: $25- $28 per hour 

____________

Upwardly Global is deeply committed to building a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment.

Powered by JazzHR

ZvKJbDlFJU



  • New York, United States BBR Partners Full time

    Job DescriptionJob DescriptionClient Onboarding Associate BBR Partners is a rapidly growing company providing investment and wealth management services to high-net-worth individuals and families.  The firm was originally founded in early 2000 and now manages over $25 billion in assets.   BBR is currently seeking a Client Onboarding Associate.  This...


  • New York, New York, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?You will be working on cross-product onboarding with a primary focus on US as well as support of other regions as required.What will you do?Member of a global Client Experience Group responsible for the onboarding of clients primarily focused on onboarding requests from US into all RBC locations.Manage client...


  • New York, New York, United States Cravath, Swaine & Moore Full time

    Job SummaryThe Legal Talent Specialist/Coordinator will play a critical role in supporting the firm's legal staff onboarding process. This position will involve working closely with attorneys, law firms, and other stakeholders to ensure a seamless onboarding experience.Key ResponsibilitiesExecute various onboarding processes for new legal hires, working...


  • New York, New York, United States Sollis Health Full time

    Job OverviewAs the Senior Onboarding & Provider Specialist at Sollis Health, you will act as a key resource for all aspects of new employee onboarding, provider credentialing, and ongoing provider oversight across various Sollis locations. Your role will be crucial in ensuring adherence to all relevant Sollis policies, as well as State and Federal...


  • New York, New York, United States Sollis Health Full time

    Job OverviewAs the Senior Onboarding & Provider Specialist at Sollis Health, you will act as a key resource for all aspects of new employee onboarding, provider credentialing, and ongoing provider oversight across various Sollis locations. Your role will be pivotal in ensuring adherence to all relevant company policies as well as State and Federal...


  • New York, New York, United States Sollis Health Full time

    Job OverviewAs the Senior Onboarding & Provider Specialist at Sollis Health, you will act as a key resource for all aspects of new employee onboarding, provider credentialing, and ongoing provider oversight across various Sollis locations. Your role will be crucial in ensuring adherence to all pertinent Sollis policies, as well as State and Federal...


  • New York, New York, United States Sollis Health Full time

    As the Lead Onboarding and Credentialing Specialist at Sollis Health, you will act as a key resource for all aspects of new employee integration, provider credentialing, and ongoing provider oversight across all Sollis locations. Your role will be pivotal in ensuring adherence to all pertinent Sollis policies, as well as State and Federal regulations,...


  • New York, New York, United States Sollis Health Full time

    As the Lead Onboarding and Credentialing Specialist at Sollis Health, you will act as a key resource for all aspects of new employee integration, provider credentialing, and ongoing provider assessments across various Sollis locations. Your role will involve ensuring adherence to all relevant Sollis policies as well as applicable State and Federal...


  • New York, New York, United States Innova Solutions Full time

    Innova Solutions is immediately hiring for a Business Execution :Client Onboarding SpecialistTitle: Business Execution :Client Onboarding SpecialistJob type: Fulltime/Contract on W2Location: New York, NY-Hybrid (3 days in-office/2 days remote)Duration: 6MonthsIn this role, you will :Participate in low to moderately complex initiatives and identify...


  • New York, New York, United States BBR Partners Full time

    Job OverviewClient Onboarding AssociateBBR Partners is a dynamic firm dedicated to delivering investment and wealth management solutions to affluent individuals and families. Established in the early 2000s, we currently oversee assets exceeding $25 billion.We are in search of a Client Onboarding Associate who possesses a meticulous approach to maintain the...


  • New York, United States NYC Health Hospitals Full time

    Empower Every New Yorker - Without Exception - to Live the Healthiest Life PossibleNYC Health + Hospitals is the largest public health care system in the United States. We provide essential outpatient, inpatient and home-based services to more than one million New Yorkers every year across the city's five boroughs. Our large health system consists of...


  • New York, New York, United States iCapital Full time

    Job OverviewPosition SummaryiCapital is seeking a dedicated Business Intelligence and Fund Launch Manager to spearhead the strategic onboarding of third-party funds and manage the launch processes associated with our distribution partnerships. This role is pivotal in crafting a comprehensive sales strategy in collaboration with both internal and external...


  • New Bern, United States CarolinaEast Health System Full time

    Job DescriptionAbout CarolinaEast Medical Center CarolinaEast Health System is dedicated to quality and compassionate care across the Coastal Carolina region. The flagship of the health system is a 350 bed full service medical center housing a complete complement of inpatient and outpatient services with the latest technology. CarolinaEast Health System...


  • New York, United States Cover Whale Full time

    Job DescriptionJob DescriptionCover Whale is rapidly expanding and looking to build a dynamic team of Business Development professionals. The Business Development Associate will report to the Regional Business Development Leader and support strategies to increase premium production in their region. This role involves managing smaller, established partners,...


  • New York, United States Cover Whale Full time

    Job DescriptionJob DescriptionCover Whale is rapidly expanding and looking to build a dynamic team of Business Development professionals. The Business Development Associate will report to the Regional Business Development Leader and support strategies to increase premium production in their region. This role involves managing smaller, established partners,...


  • New York, United States GemHarvest Executive Recruiting Full time

    Client Service Associate Multi-billion Independent Wealth Management Firm Bennington County, VT Overview Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment...


  • New York, New York, United States AF Ventures Full time

    Position: Sales AssociateCompany: AF VenturesLocation: New York, New YorkAF Ventures is seeking a dedicated Sales Associate to enhance our Sales team. This role will support the retail division, reporting directly to the Senior Account Executive, focusing on non-owned channels such as retail, e-commerce, and grocery sectors. The selected candidate will play...


  • New York, New York, United States Cover Whale Full time

    Job OverviewCover Whale is experiencing significant growth and is eager to expand its team of Business Development experts. The Business Development Associate will work under the guidance of the Regional Business Development Leader, contributing to initiatives aimed at enhancing premium production within their designated area. This position entails...


  • New York, United States Main Line Search Full time

    One of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Founded over 40 years ago, this firm has over $8B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get...


  • New York, United States MerQube Inc Full time

    Company Overview:We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...