Client Onboarding Specialist

Summary

Join our team as a Client Onboarding Specialist and be the primary point of contact for live clients, addressing their queries and issues. Manage the creation of onboarding requests and setups, 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. Coordinate operational activities for the setup of products and services, ensuring clients are "test ready." Collaborate with cross-functional teams to address operational challenges and streamline the setup process. Provide warranty support to new production clients, addressing any issues or concerns. Work closely with technical teams to troubleshoot and resolve technical issues. Maintain regular communication with clients, exceeding their expectations and building strong relationships.

Requirements

• 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
• 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

Responsibilities

• 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
• 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
• 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
• 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
• 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

Preferred Qualifications

Familiarity with tools such as ServiceNow, Postman, Splunk, and Apigee is preferred