Client Onboarding Specialist

22 hours ago


Chicago, Illinois, United States BCForward Full time

BCforward is a leading provider of professional services and workforce management expertise. We are seeking a skilled Client Onboarding Specialist to join our team.

About the Role

The Client Onboarding Specialist will be responsible for owning the client's onboarding documentation experience, ensuring seamless execution and delivery of high-quality results.

Key Responsibilities:

  • Research, create, validate, and negotiate client documentation for account opening
  • Customize, streamline, and solve account and documentation needs leveraging critical thinking skills
  • Manage client and internal expectations with a continued drive to exceed expectations
  • Interact with clients, answer client questions, and work with clients to minimize documentation requirements
  • Represent the team as the Documentation Specialist on assigned implementations
  • Collaborate with team and internal partners (Legal, Service, Sales, KYC) to deliver a seamless client onboarding experience

Requirements:

  • Bachelor of Arts/Bachelor of Science degree preferred
  • Juris Doctor certificate a plus
  • Proven ability to independently identify issues, analyze problems, and provide viable solutions
  • Excellent verbal and written communication skills
  • Time management and organizational skills

Compensation and Benefits:

The estimated salary range for this position is $60,000-$80,000 per annum, depending on location and qualifications.

As a valued member of our team, you can expect a comprehensive benefits package, including medical insurance, retirement plan, and paid time off.

About BCforward

Founded in 1998, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world.

We champion the power of human potential to help companies transform, accelerate, and scale, guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability.



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