The client on-boarding specialist will work with our new clients in the setup and implementation of new accounts within the first 90 days of the new account start life cycle.

Key responsibilities include: client interfacing, ambassador to the company, coordinating, executing, actively managing all on-boarding activities, working directly with multiple departments: business development, operations, client services to properly support the new client.

As a candidate, you should be an excellent communicator who relishes delivering results and hitting time lines. You are customer-focused, organized, and driven by problem solving. Lastly, this is a project management role overseeing several projects at one time, therefore having the ability to multitask and adapt accordingly is important.

• Planning, organizing, documenting, managing, and executing on-boarding projects from beginning to end.
• Review and evaluate new account information.
• Track and monitor on-boarding process.
• Work closely with other departments and management.
• Manage multiple client set-ups at once.
• Develop and maintain positive working relationships with clients and partners.
• Develop work plans and work instructions.
• Prompt response to all client and internal communications is a must, following up as needed to confirm requested action was taken and effectively addressed.
• Handles multiple tasks, switches priorities and focuses as needed.
• Work with and report to the Vice President of Client Services to remove roadblocks in the on-boarding process.
• Manage day-to-day processes of the client on-boarding life cycle, keeping parties (internal and external) consistently up-to-date on developments.
• Successfully work with internal partners to identify and address any issues that will delay on-boarding.
• Actively contribute to departmental and company goals.

Minimum Qualifications:

• Bachelor’s degree
• 1-3 years of client interfacing experience.
• A self-starter with a bias for action.
• Excellent organization and project management skills.
• Communicates effectively both verbally and in writing.
• A team player working for the betterment of the company with a roll-up your sleeve mentality.
• Strong prioritization and multitasking skills; sees projects through to completion.
• Proficient in Microsoft Office Suite.
• Professional with experience working in a client facing role.
• Detail oriented, organized, self starter, reliable, trustworthy, confidential.
• Team oriented and able to lead.
• Strong communication skills (written and verbal).
• Able to manage multiple projects, create work flows, monitor progress, complete action items.

Compensation:

Mileage reimbursement

Participation in company bonus program

Additional compensation opportunities

Job Type: Full-time

Hourly: $17.00 to $21.00 /hour

Additional compensation available.

Experience:

• Customer Service: 1 year (Preferred)

Education:

• Bachelor's (Preferred)

Work authorization:

• United States (Required)

Additional Compensation:

• Other forms

Work Location:

• One location

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off

Typical start time:

• 8AM

Typical end time:

• 4PM

Schedule:

• Monday to Friday
• 8 hour shift
• Day shift