Job description
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.
