Client Onboarding Specialist
3 weeks ago
Innova Solutions is seeking a highly skilled Sales Onboarding and Customer Setup Coordinator to join our team. As a key member of our sales team, you will be responsible for managing the end-to-end client onboarding process, ensuring a smooth and efficient setup for our clients.
Key Responsibilities:- Manage client onboarding, supporting the Sales team, and coordinating with various stakeholders to ensure a seamless client setup process.
- Collaborate with the Sales team to manage the pipeline of onboarding clients, establish priorities, and provide regular status updates to clients, Sales, Negotiation, and Operations teams.
- Submit and track requests for account opening and new client onboarding.
- Act as the central point of contact for all onboarding matters, driving execution and providing required documents.
- Coordinate with the Negotiation Team to ensure all necessary documentation is in place.
- Work closely with Operations to ensure timely account opening and resolution of any onboarding issues.
- Excellent verbal, written, and interpersonal communication skills.
- Advanced Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint.
- Client Onboarding, Project Management, and Data Management experience.
- Strong communication skills to interact with Sales, clients, and various teams.
- Ability to manage multiple tasks and ensure timely completion of client setups.
- Advanced Excel skills for tracking and reporting on onboarding status.
Innova Solutions is a leading provider of technology and business transformation solutions. We are committed to delivering exceptional results for our clients and providing a positive work environment for our employees.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please apply now.
-
Client Onboarding Expert
2 weeks ago
Charlotte, North Carolina, United States Calculated Hire Full time{"title":"Client Onboarding Specialist","description":"Join Calculated Hire as a Client Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team at Calculated Hire. As a Client Onboarding Specialist, you will be responsible for ensuring a seamless integration of institutional clients into our firm's processes and...
-
Client Onboarding Expert
1 week ago
Charlotte, North Carolina, United States Calculated Hire Full time{"title":"Client Onboarding Specialist","description":"Job SummaryCalculated Hire is seeking a skilled Client Onboarding Specialist to join our team. As a key member of our organization, you will be responsible for ensuring a seamless integration of institutional clients into our firm's processes and systems.Key ResponsibilitiesOversee the onboarding of...
-
Client Onboarding Specialist
3 weeks ago
Charlotte, North Carolina, United States Collabera Full timeJob Title: Client Onboarding ConsultantCollabera is seeking a skilled Client Onboarding Consultant to join our team. As a Client Onboarding Consultant, you will be responsible for managing the end-to-end onboarding process for clients, including document collection, account opening, and configuration.Key Responsibilities:Work closely with the Sales team to...
-
Client Onboarding Specialist
3 weeks ago
Charlotte, North Carolina, United States Collabera Full timeJob Title: Client Onboarding ConsultantCollabera is seeking a skilled Client Onboarding Consultant to join our team. As a Client Onboarding Consultant, you will be responsible for managing the end-to-end onboarding process for clients, including document collection, account opening, and configuration.Key Responsibilities:Work closely with the Sales team to...
-
Customer Onboarding Specialist
2 weeks ago
Charlotte, North Carolina, United States CITP Inc. Full timeCustomer Onboarding RepresentativeAt CITP Inc., we are seeking a highly skilled Customer Onboarding Representative to join our team. As a key member of our organization, you will play a critical role in ensuring a seamless onboarding experience for our customers.Key Responsibilities:Accurate Documentation: Enter, distribute, and track all forms and related...
-
Customer Onboarding Specialist
3 weeks ago
Charlotte, North Carolina, United States CITP Inc. Full timeCustomer Onboarding RepresentativeCITP Inc. is seeking a highly skilled Customer Onboarding Representative to join our team. As a key member of our onboarding process, you will be responsible for ensuring a seamless transition for new customers, from initial setup to ongoing support.Key Responsibilities:Account Setup: Accurately enter, distribute, and track...
-
Onboarding and Customer Set-up Specialist
3 weeks ago
Charlotte, North Carolina, United States Genesis10 Full timeJob Title: Onboarding and Customer Set-up CoordinatorGenesis10 is seeking an experienced Onboarding and Customer Set-up Coordinator to join our team in the financial industry. This is a 6+ month contract position.Responsibilities:Participate in low to moderately complex initiatives and identify opportunities for process improvements within Business...
-
Director of Customer Onboarding
3 weeks ago
Charlotte, North Carolina, United States RethinkFirst Full timeJob Title: Director of Customer OnboardingRethinkFirst is seeking a highly skilled Director of Customer Onboarding to join our team. As a key member of our Revenue Cycle Management department, you will be responsible for ensuring a seamless onboarding experience for our customers.Key Responsibilities:Develop and implement strategic plans to improve customer...
-
Employee Onboarding Specialist
2 weeks ago
Charlotte, North Carolina, United States Innova Solutions Full timeEmployee Engagement & Onboarding ConsultantInnova Solutions is seeking a highly skilled Employee Engagement & Onboarding Consultant to join our team. As a key member of our organization, you will be responsible for designing and implementing effective onboarding programs that drive employee engagement and retention.Key Responsibilities:Develop and execute...
-
Customer Onboarding Specialist
3 weeks ago
Charlotte, North Carolina, United States CITP Inc. Full timeJob SummaryCITP Inc. is seeking a highly skilled Customer Onboarding Representative to join our team. As a key member of our onboarding process, you will be responsible for ensuring a seamless and efficient onboarding experience for our customers.Key ResponsibilitiesOnboarding Process Management: Coordinate and manage the onboarding process for new...
-
HR Coordinator
4 weeks ago
Charlotte, North Carolina, United States Pionear LLC Full timePionear LLC is seeking a highly motivated and detail-oriented HR Coordinator to join our Human Resources team!About the Role:The ideal candidate for this position will have in-depth knowledge of payroll, onboarding, benefits, and HR policies, procedures, rules, and regulations. As an HR Coordinator, you will be responsible for working closely with our...
-
Client Outreach Specialist
4 days ago
Charlotte, North Carolina, United States Bank of America Full timeJob Title: Sr Client Outreach SpecialistJoin Bank of America as a Sr Client Outreach Specialist and play a critical role in our Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.Job Summary:We are seeking a highly skilled and experienced Sr Client Outreach Specialist to join...
-
Client Support Specialist
2 weeks ago
Charlotte, North Carolina, United States Vestmark Full time**Client Support Specialist**At Vestmark, Inc., we're passionate about delivering exceptional support to our clients. As a Client Support Specialist, you'll play a vital role in building and maintaining strong relationships with our clients, ensuring their needs are met, and providing timely and effective solutions to their queries.**Key...
-
Client Support Specialist
3 weeks ago
Charlotte, North Carolina, United States Vestmark Full timeClient Support SpecialistAt Vestmark, we're passionate about empowering Registered Investment Advisors to deliver conflict-free, fee-based investment advice to consumers. As a Client Support Specialist, you'll play a critical role in ensuring our clients receive exceptional service and support.Key Responsibilities:Build and maintain strong relationships with...
-
Client Care Specialist
7 days ago
Charlotte, North Carolina, United States Ascend Nonprofit Solutions Full timeJob Title: Client Care SpecialistAt Ascend Nonprofit Solutions, we are seeking a highly skilled and compassionate Client Care Specialist to join our team. As a key member of our Survivor Resource Center, you will play a vital role in providing hope and healing to those impacted by domestic and sexual violence.Responsibilities:Provide trauma-informed,...
-
Client Care Specialist
3 days ago
Charlotte, North Carolina, United States Ascend Nonprofit Solutions Full timeJob Title: Client Care SpecialistAt Ascend Nonprofit Solutions, we are seeking a highly skilled and compassionate Client Care Specialist to join our team. As a key member of our Survivor Resource Center, you will play a vital role in providing hope and healing to those impacted by domestic and sexual violence.Key Responsibilities:Client Care: Utilize a...
-
Client Engagement Specialist
2 months ago
Charlotte, North Carolina, United States The Charles Schwab Corporation Full timeAbout The Charles Schwab CorporationAs a **Client Relationship Specialist**, you will play a pivotal role in fostering **meaningful connections** with our esteemed clients. Your expertise in **customer service** and **business acumen** will be essential in ensuring our clients receive the highest level of support.Key Responsibilities:**Engage with clients**...
-
Client Engagement Specialist
2 months ago
Charlotte, North Carolina, United States The Charles Schwab Corporation Full timeAbout The Charles Schwab CorporationAs a **Client Relationship Specialist**, you will play a pivotal role in fostering robust connections with our esteemed clients through outstanding service and financial acumen.Your responsibilities will include:**Understanding Client Needs**: Engage with clients to identify their requirements and offer customized...
-
Fetal Echocardiography Specialist
3 weeks ago
Charlotte, North Carolina, United States HealthEcareers - Client Full timeJob Title: Ultrasound Tech Maternal Fetal Radiology / CardiologyHealthEcareers - Client is seeking a skilled Fetal Echocardiography Specialist to join their team for a 13-week contract in Charlotte, North Carolina.Job Summary:We are looking for a highly experienced Ultrasound Technologist to work in a Maternal Fetal Radiology / Cardiology setting. The ideal...
-
Client Solutions Associate
4 weeks ago
Charlotte, North Carolina, United States FactSet Full time{"Job SummaryFactSet is seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for building deep client relationships, promoting product usage and adoption, and ensuring smooth user onboarding.Key ResponsibilitiesPartner with clients to understand their business and...