Client Onboarding Specialist
4 weeks ago
FINTRX is a leading provider of private wealth data and research, serving hundreds of customers globally. Our platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem.
About the RoleThis is a critical position that requires a high level of organization, attention to detail, and excellent communication skills. As an Onboarding and Implementation Specialist, you will be responsible for designing and iterating on an easy and seamless onboarding experience for our customers.
Key Responsibilities:- Manage customer onboardings for Core accounts in our downmarket segment
- Understand new customer goals and tailor the onboarding approach to their needs
- Project manage technical implementation with CRM systems and execute on account creation
- Ensure customers successfully accomplish onboarding milestones and exit the onboarding phase within 30 days
- Create and contribute to customer onboarding and enablement content
- Contribute to continuous improvement and refinement of the FINTRX Customer Onboarding Process
- Experience in the wealth management industry or strong working knowledge
- Ability to learn and adapt to new systems and processes quickly
- Excellent written and verbal communication skills
- Attention to detail, documentation, and organizational skills
- Ability to multitask and meet aggressive deadlines
- Competitive annual salary
- Health Care Plan (Medical, Dental & Vision)
- Unlimited Paid Time Off
- Hybrid work environment
FINTRX is an equal opportunity employer and does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity, or any other reason prohibited by law in provision of employment opportunities and benefits.
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