Client Onboarding Specialist

$56,160 - $58,240/Yr

Tekrek Solutions - Salt Lake City, UT

Full-time - Entry Level

Salt Lake City, UT

Professional, Scientific, and Technical Services

About the position

The Client Onboarding Specialist will support the CAS Global Client On-Boarding team by managing an assigned portfolio of prospects and assisting with various onboarding activities. This role serves as the first point of contact for prospects, addressing their inquiries and providing technical support for client operational issues. The specialist will play a crucial role in enhancing the client experience through effective communication and timely resolution of inquiries, while also maintaining strong partnerships with relationship advisors and managers.

Responsibilities

• Assist with general onboarding activities and implement tickets.
• Set up deposit accounts and perform Admin IDV tasks.
• Address daily requests from prospects and provide technical support for client operational issues.
• Communicate effectively to deliver accurate resolutions to prospect inquiries or applications.
• Guide prospects on their financial business needs in a timely manner.
• Maintain effective communication with field relationship advisors and relationship managers.
• Manage a universal, client-facing departmental email box within service level agreements.

Requirements

• 1 year of client onboarding experience.
• 1 year of client-facing experience.
• 1 year of account maintenance experience.
• 1 year of experience handling transaction inquiries.
• 1 year of experience with deposits.
• 1 year of experience in banking or financial services.
• Strong written and verbal communication skills.

Nice-to-haves

• Experience in a consultative client-facing role requiring communication via telephone, video conference, and email.
• Ability to learn and follow complex regulatory requirements and procedures.

Benefits

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