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Operations / Onboarding Specialist
2 months ago
We are seeking a highly skilled and detail-oriented Client Onboarding Associate to join our team at Simplicity Group Holdings. As a key member of our operations team, you will be responsible for delivering exceptional customer experiences and driving quality results.
Key Responsibilities- Handle all operational processing, provide customer support, account set-up, account transfer, money-movement, trade request cases, maintenance and general administrative duties for assigned clients.
- Deliver training to new and existing clients on our proprietary systems as it relates to operations, and communicate procedures, documentation requirements and account processing methodologies to clients and their staff.
- Efficiently work with clients in responding to service requests to ensure the optimal end client experience.
- Respond to client requests and initiate contact in anticipation of emerging concerns and issues.
- Maintain accurate client records and documents all account activities in our CRM (Salesforce).
- Handle inbound calls and emails from clients and custodians and accept total ownership and accountability for all interactions to result in a high level of customer satisfaction.
- Review and audit client trade requests to help eliminate errors prior to submitting to the trade desk.
- Communicate ongoing progress toward resolution to the client until the resolution is completed; provide feedback to the client regarding any changes or updates in policies/procedures or related areas which were implemented as a result of the identified deficit.
- Be a solution-oriented individual who continually evaluates day-to-day activities for process improvement opportunities; offer ideas and help contribute to implementing new solutions.
- Handle escalated issues for assigned clients and work to quickly and accurately resolve.
- Anticipate issues and identify opportunities for improvement through detailed knowledge of assigned clients' business.
- Establish and build strong business relationships with internal partners, especially Sales, to improve the client experience, aid in retention and contribute to business growth.
- Bachelor's degree or equivalent work experience.
- Financial Services Industry Experience strongly preferred.
- Previous custodial experience (TD Ameritrade, Schwab, Pershing or Fidelity) preferred.
- Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint).
- Any Financial Industry Licenses (past or present) a strong plus.
- Minimum of 2 years in either: client account management, operations, or financial services.
- Excellent follow-up and follow-through capabilities with the ability to take initiative.
- Able to manage multiple competing priorities on any given day.
- Must be a positive and confident individual with dynamic communication skills.
- Displays an energetic, helpful, and professional attitude at all times.
- Strong interpersonal skills with ability to develop value-added relationships with clients.
- Ability to work autonomously and manage time efficiently in order to meet client deadlines.
- Highly organized, with strong attention to detail, excellent multi-tasking and problem-solving skills.
We offer a competitive compensation package, including:
- Base salary $55K-$60K, based on experience.
- Annual performance bonus 5%.
- Commission.
- Employee benefits (health, 401k, life, etc.).
- Paid Time Off.
Bloomington, MN.