Client Onboarding Specialist

$54,080 - $58,240/Yr

Veear Projects - Phoenix, AZ

Full-time - Mid Level

Remote - Phoenix, AZ

Administrative and Support Services

About the position

The Client Onboarding Specialist at Veear Projects Inc. is responsible for delivering exceptional client experiences through effective communication and management of client onboarding processes. This role requires a detail-oriented individual who can navigate complex regulatory requirements and corporate structures while maintaining a high level of professionalism in client interactions.

Responsibilities

• Deliver world-class client experiences through strong written and verbal communication skills.
• Demonstrate a high level of motivation and work ethic to meet established deadlines.
• Ensure accuracy and quality of work with a keen eye for detail.
• Manage multiple tasks and high volumes of work effectively to meet service level agreements.
• Learn and adhere to complex regulatory requirements and corporate procedures accurately.
• Research inquiries and provide solutions in complex scenarios resourcefully.
• Handle challenging conversations with clients professionally and thoroughly.
• Maintain organized communication with clients, emphasizing effective follow-up.

Requirements

• 5 years of experience in banking.
• 4 years of experience with bank transactions.
• 2 years of experience in account management.
• Strong written and verbal communication skills.
• Ability to multi-task and manage time effectively.

Nice-to-haves

• Experience in a consultative client-facing role.
• Familiarity with complex corporate structures and regulatory requirements.

Benefits

• Hybrid remote work flexibility.