Client Onboarding Specialist

Client Onboarding Specialist

Location: USA - Remote

Role and responsibilities:

• First Point of Contact for Live Clients:
• Act as the primary point of contact for live clients, addressing any queries or issues promptly and effectively.
• Provide exceptional customer service and support to maintain strong client relationships and ensure satisfaction.
• Onboarding Request and Setups:
• Manage the creation of onboarding requests and setups for new clients, ensuring all necessary documentation and processes are completed accurately and efficiently.
• Coordinate with internal teams to facilitate the onboarding process and ensure timely setup of products and services.
• Operational Coordination for Products and Services Setup:
• Coordinate operational activities for the setup of products and services, ensuring that clients are " test ready" for seamless testing and integration.
• Collaborate with cross-functional teams to address any operational challenges and streamline the setup process.
• Warranty Support (cross business and functions):
• Provide warranty support to new production clients, addressing any issues or concerns that arise after implementation.
• Work closely with technical teams to troubleshoot and resolve technical issues, ensuring minimal disruption to client operations.
• Client Communication and Relationship Management:
• Maintain regular communication with clients to ensure their needs are met and expectations are exceeded.
• Build and nurture strong relationships with clients, serving as a trusted advisor and advocate for their success.

Qualifications & Experience:

• Bachelor’s degree in business, IT, or a related field.
• Minimum of 2 years’ experience in client onboarding, customer support, or a similar role within the banking or financial services industry.
• Must have knowledge of MTLS and TLS certificates
• Familiarity with tools such as ServiceNow, Postman, Splunk, and Apigee is preferred.
• Excellent communication and interpersonal skills with the ability to effectively engage with both clients and internal teams.
• Understanding of banking products, services, and operational processes related to client onboarding and support.
• Excellent organizational and time management abilities, with a strong attention to detail.
• Problem-solving mindset and the ability to thrive in a fast-paced, dynamic environment.