Onboarding Specialist

4 weeks 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: 24-43213


Pay Range: $25 - $28/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).


Key Responsibilities:


  • Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks and supports the journey of a prospect in becoming a client.
  • The role serves as the first point of contact for addressing daily requests from prospects, and provides technical support needs for a variety of client operational issues and bank transaction inquires.
  • The right candidate will positively influence the client experience by effectively communicating and delivering accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in timely manner.
  • The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers.
  • Serve as email coordinator as assigned and effectively manage a universal, client facing, departmental email box within service level agreement and in a highly professional manner.


Key Requirements and Technology Experience:


  • Key Skills; Banking, Customer service (email, chat, calling experience), Onboarding. experience.
  • Strong written and verbal communication skills with passion for delivering world-class client experiences.
  • Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.
  • Detailed-oriented with a keen eye for accuracy & quality of work.
  • Ability to multi-task, handle high volumes via work queues, and effectively manage time to meet service level agreements.
  • Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy.
  • Resourceful in researching inquiries and providing solutions in complex scenarios.
  • Must be comfortable handling challenging and complex conversations with clients in a highly professional manner.
  • Professional, thorough, and organized, verbal and written communication, with emphasis one effective follow-up skills
  • Prior experience working in a consultative client facing role requiring client communication via telephone, video conference & email


Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.


Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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