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Operations / Onboarding Specialist

2 months ago


Bloomington, United States Simplicity Group Holdings Full time
Job Overview

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.
Requirements
  • 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.
Core Competencies
  • 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.
Compensation

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.
Location

Bloomington, MN.