Client Onboarding Specialist (Wednesday-Sunday)

$62,400 - $62,400/Yr

Tax Relief Advocates - Irvine, CA

Full-time - Entry Level

Irvine, CA

About the position

The Client Onboarding Specialist at Tax Processing Solutions plays a crucial role in ensuring that new clients have a positive and seamless onboarding experience. This position involves guiding clients through the onboarding process, creating personalized plans, and providing training and support to help them feel comfortable with the company's products and services. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced environment, making first impressions count and setting clients up for success from day one.

Responsibilities

• Guide new clients through the onboarding process with enthusiasm and expertise.
• Craft and execute personalized onboarding plans tailored to each client's needs.
• Lead one-on-one training sessions to ensure clients are comfortable with products and services.
• Anticipate and resolve any issues that may arise during the onboarding process.
• Collaborate with cross-functional teams to ensure smooth transitions and alignment of client expectations.

Requirements

• 2+ years of experience in client onboarding, customer support, or a related field.
• Excellent communication and interpersonal skills.
• Ability to simplify complex concepts for clients.
• Familiarity with onboarding tools and CRM systems is a plus.
• Energetic, detail-oriented, and able to manage multiple clients in a high-volume environment.

Nice-to-haves

• Passion for learning and improving client experiences.
• Highly organized and adaptable to dynamic roles.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance