Client Onboarding Specialist

2 weeks ago


King of Prussia, Pennsylvania, United States Reliance Matrix Full time

Client Implementation Manager

We are seeking a skilled Client Implementation Manager at Reliance Matrix. In this pivotal role, you will oversee the onboarding process for new clients within our diverse business portfolio. Your primary responsibility will be to ensure the seamless setup of employee accounts, encompassing essential benefits such as Life, Disability, Absence, and Voluntary benefits. You will serve as the key liaison for clients, facilitating a smooth implementation journey through proficient communication and collaboration with internal teams.

Key Responsibilities:
  • Facilitate new client onboarding sessions, providing expert guidance to guarantee successful implementations.
  • Engage with clients to resolve any challenges and ensure accurate system configurations.
  • Coordinate training initiatives and communication plans tailored for clients.
  • Act as a bridge between clients, brokers, and internal stakeholders.
  • Foster and sustain collaborative relationships with various departments to promote effective communication.
Qualifications:
  • Bachelor's Degree in Business, Marketing, or Communications.
  • 3-5 years of relevant experience in client management or implementation.
  • Exceptional organizational and communication abilities.
  • Capability to work independently and excel in a dynamic environment.
  • Proficiency in Microsoft Office Suite.


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