Client Onboarding Specialist

1 day ago

Salt Lake City, United States AppleOne Full time
Job DescriptionJob DescriptionJob Title: Client Onboarding Specialist (Hybrid)
Location: Salt Lake City, Utah or Phoenix, Arizona

As a key member of the team, you will be responsible for supporting a portfolio of prospects, assisting with onboarding activities, setting up deposit accounts, and performing administrative tasks related to client identification and verification (IDV). You'll also play a pivotal role in guiding prospects as they transition to becoming valued clients, ensuring a seamless experience at every touchpoint. This role is ideal for someone who enjoys problem-solving and is resourceful in delivering timely solutions for client operational and banking transaction inquiries.

What You’ll Do:

Act as the first point of contact for prospect inquiries, providing support on onboarding, operational issues, and technical requests.
Manage an assigned portfolio of prospects and deliver tailored, consultative guidance to address their financial needs.
Assist with opening deposit accounts and managing onboarding tasks, implementing tickets, and performing admin IDV tasks with high accuracy.
Maintain strong communication with internal teams, including field relationship advisors and relationship managers, to ensure consistent support.
Serve as the email coordinator, managing client-facing email communications, and ensuring service level agreements (SLAs) are met.
Utilize your problem-solving skills to research and resolve complex client inquiries with professionalism.
Deliver exceptional customer service by fostering positive interactions and maintaining thorough, organized communication across multiple channels (phone, video conferencing, email).

Qualifications:

Strong written and verbal communication skills, with a passion for delivering exceptional client experiences.
Self-starter with a strong work ethic and an intense focus on meeting deadlines and delivering results.
Detail-oriented, with the ability to ensure high accuracy in all tasks.
Ability to multi-task and effectively manage time to meet SLAs in a fast-paced environment.
Adept at learning and adhering to complex regulatory requirements and corporate procedures.
Confident handling challenging conversations with clients in a professional manner.
Prior experience in a client-facing, consultative role involving communication through phone, video, and email.

Why Join Us?

Be part of a dynamic, collaborative team focused on delivering the best client experience.
Enjoy the flexibility of hybrid work, with a balance of office and remote work.
Develop your skills in a client-centered role that offers room for growth and professional development.
If you’re a motivated individual who is passionate about making a positive impact on clients and thrives in a fast-paced environment, we want to hear from you

Apply Today
Help us shape the future of our client onboarding experience.

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1036

Company DescriptionFounder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.

Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.

Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.

Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.Company DescriptionFounder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.\r
\r
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.\r
\r
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.\r
\r
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.

  • Client Onboarding Specialist

    3 days ago

    Salt Lake, Utah, United States Strategic Staffing Solutions Full time

    {"title": "Client Onboarding Opportunity", "subtitle": "Join Strategic Staffing Solutions in Salt Lake City, UT", "content": "We are seeking a professional to facilitate an excellent client onboarding experience and mitigate risks associated with the capture and documentation of related financial transactions.The ideal candidate will specialize in the review...

  • Onboarding Specialist

    3 days ago

    Salt Lake, Utah, United States Pyramid Consulting, Inc Full time

    Job Title: Onboarding SpecialistWe are seeking a highly motivated and detail-oriented Onboarding Specialist to join our team at Pyramid Consulting, Inc. As an Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients.Key Responsibilities:Support an assigned portfolio of prospects through the onboarding...

  • Client Onboarding Specialist

    3 weeks ago

    Kansas City, Missouri, United States Bell Law, LLC Full time

    Job DescriptionJob Summary:Bell Law, LLC is seeking a highly skilled and detail-oriented Client Onboarding Specialist to join our team. As a Client Onboarding Specialist, you will be the first point of contact for our clients and will be responsible for ensuring a seamless onboarding experience.Key Responsibilities:Client Communication: Act as the primary...

  • Onboarding Specialist

    3 days ago

    Salt Lake City, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Onboarding Specialist. This is a 12+ months contract opportunity with long-term potential and is located in Salt Lake City, UT and Phoenix, Arizona (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID: 24-43213Pay Range: $25 - $28/hour. Employee benefits include, but are not limited...

  • Onboarding Specialist

    4 days ago

    Salt Lake City, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Onboarding Specialist. This is a 12+ months contract opportunity with long-term potential and is located in Salt Lake City, UT and Phoenix, Arizona (Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID: 24-43213Pay Range: $25 - $28/hour. Employee benefits include, but are not limited...

  • Client Onboarding Specialist

    5 days ago

    new york city, United States Phyton Talent Advisors Full time

    Our client, a Global Investment Bank, is seeking a Client Onboarding Specialist: Key Responsibilities:Conduct comprehensive KYC reviews for new and existing clients, ensuring adherence to compliance standards.Analyze client data, manage onboarding documentation, and verify accuracy to ensure compliance with AML, FinCEN, and FFIEC guidelines.Perform enhanced...

  • Client Onboarding Specialist

    3 weeks ago

    Kansas City, Missouri, United States DiPasquale Moore Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Onboarding Specialist to join our team at DiPasquale Moore, LLC. As a key member of our Intake team, you will play a vital role in providing exceptional customer service to our clients and ensuring a seamless onboarding process.Key Responsibilities:Manage the full intake process from...

  • Bank Onboarding Specialist

    6 days ago

    Salt Lake, Utah, United States ATR International Full time

    Job DescriptionWe are seeking a highly motivated and organized individual to join our CAS Global Client On-Boarding team as a Bank Onboarding Specialist. As a key member of our team, you will be responsible for supporting an assigned portfolio of prospects, assisting with general on-boarding activities, implementing tickets, setting up deposits' accounts,...

  • Client OnBoarding Analyst

    4 days ago

    Salt Lake City, United States Strategic Staffing Solutions Full time

    S3/Strategic Staffing Solutions has a Client Onboarding Analyst opportunity for a leading Investment Management Firm in Salt Lake City, UT! Location: Salt Lake City, UT - on siteDuration: 6 months + possible extensionPay Rate: $23/hr. BASIC QUALIFICATIONSBachelor's degree requiredProven analytical skills, problem solving ability, and a control mentality...

  • Client Service Specialist

    7 days ago

    Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Provide personalized support and...

  • New Client Onboarding Specialist

    6 days ago

    Oklahoma City, Oklahoma, United States Paycom Online Full time

    Job Title: New Client Setup SpecialistThe New Client Setup Specialist plays a critical role in ensuring the successful onboarding of new clients to Paycom's payroll solution. This position requires strong organizational skills, attention to detail, and excellent communication abilities.Key Responsibilities:Implement Paycom's solutions to clients, following...

  • Client Service Specialist

    3 days ago

    Salt Lake, Utah, United States Prime Capital Financial Full time

    Client Service SpecialistWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a critical role in delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Provide personalized support and...

  • Client Support Specialist III

    4 weeks ago

    Salt Lake, Utah, United States First Citizens Bank Full time

    Position OverviewThis role operates in a hybrid environment, requiring regular presence both in the office and remotely.We seek candidates who are located within a reasonable commuting distance to our designated offices.The Client Service Quality Control team plays a vital role in ensuring the precision, adherence to procedures, and integrity of data managed...

  • Client Software Specialist

    2 months ago

    Salt Lake City, United States Employee Navigator Full time

    Employee Navigator is a rapidly growing and highly profitable $100M ARR SaaS insurance & HR technology company that works with the nation’s leading insurance carriers, payroll companies & insurance brokers. With over 300 employees across six offices, our products are designed to make it easier for our customers to manage the complexity of employee benefits...

  • Client Onboarding Specialist

    4 weeks ago

    Panama City, Florida, United States American Express Global Business Travel Full time

    About American Express Global Business TravelAt Amex GBT, we believe in the transformative power of travel and its ability to create positive change. Our culture fosters inclusivity and collaboration, ensuring that every voice is heard and valued.Position Overview:The primary responsibility of the Customer Onboarding Manager is to oversee the onboarding and...

  • Intake Specialist

    2 weeks ago

    Salt Lake, Utah, United States Providence Staffing LLC Full time

    Intake Specialist OpportunityProvidence Staffing LLC is seeking a skilled Intake Specialist to support our personal injury law firm in Salt Lake City, UT. As the first point of contact for potential clients, you will play a critical role in evaluating cases, guiding clients through the initial stages of the legal process, and ensuring a seamless transition...

  • Operations PWM Client Implementation Specialist

    2 weeks ago

    Salt Lake, Utah, United States Innova Solutions Full time

    About the RoleWe are seeking a highly skilled Operations PWM Client Implementation Specialist to join our team at Innova Solutions. As a key member of our team, you will be responsible for implementing and managing client relationships, ensuring seamless onboarding and account management processes.Key ResponsibilitiesUnderstand and interpret client account...

  • Client Onboarding Specialist

    4 weeks ago

    Panama City, Florida, United States American Express Global Business Travel Full time

    About American Express Global Business Travel:At Amex GBT, we believe in the transformative power of travel and its ability to create positive change. Our workplace fosters an inclusive and collaborative culture where every colleague's voice is heard and valued.Role Overview:The primary objective of this position is to oversee the customer onboarding and...

  • Client Care Specialist

    4 weeks ago

    Salt Lake, Utah, United States Abacus CPAs Full time

    Position OverviewAs a rapidly expanding firm, we are in search of dedicated professionals who embody our commitment to excellence and professionalism. If you align with these values, you will thrive in our environment.The Client Care Specialist plays a crucial role as a front-line representative, delivering outstanding service during every client...

  • Onboarding Specialist

    4 weeks ago

    new york city, United States EVO Care Group Full time

    Onboarding Specialist **SPANISH REQUIRED*The Onboarding Specialist is responsible for facilitating customer service to caregivers by visiting the branch offices, being the face of the agency, and assisting with all employment inquiries for caregivers in the assigned facility. Our Onboarding Specialist will develop and implement effective recruiting and...