Client Onboarding Specialist

$47,840 - $74,880/Yr

AppleOne - Salt Lake City, UT

Full-time

Salt Lake City, UT

Administrative and Support Services

About the position

The Client Onboarding Specialist plays a crucial role in the Global Client Onboarding team, supporting a diverse portfolio of prospects and facilitating their transition to valued clients. This position involves managing onboarding activities, providing technical support, and ensuring a smooth client experience through effective communication and problem-solving.

Responsibilities

• Act as a trusted advisor to prospects, assisting with onboarding activities and providing solutions to their operational inquiries.
• Serve as the first point of contact for technical support, financial transaction issues, and daily client requests.
• Build strong relationships with internal teams, including field relationship advisors and relationship managers.
• Manage a client-facing departmental email box, ensuring timely responses and high levels of professionalism.
• Support a portfolio of prospects, ensuring their needs are met through effective communication and problem-solving.
• Research inquiries and offer resolutions in complex scenarios, adhering to regulatory requirements.

Requirements

• Strong communicator with exceptional written and verbal skills.
• Detail-oriented professional with a strong focus on accuracy, quality, and meeting deadlines.
• Motivated self-starter who can handle multiple tasks and high volumes of work efficiently.
• Ability to navigate complex regulatory requirements and corporate structures.
• Confidence and professionalism when handling challenging conversations with prospects and clients.
• Prior experience in a consultative client-facing role, communicating via phone, video conferencing, and email.

Benefits

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