Onboarding Specialist

US Tech Solutions - Phoenix, AZ

Full-time - Entry Level

Phoenix, AZ

Administrative and Support Services

About the position

The Onboarding Specialist will support the CAS Global Client On-Boarding team by managing a portfolio of prospects and assisting with various onboarding activities. This role is crucial in ensuring a smooth transition for prospects into clients by addressing inquiries, providing technical support, and maintaining effective communication with relationship advisors and managers. The position requires a strong focus on client experience and adherence to service level agreements.

Responsibilities

• Support an assigned portfolio of prospects during the onboarding process.
• Assist with general onboarding activities and implement tickets.
• Set up deposit accounts and perform Admin IDV tasks.
• Serve as the first point of contact for daily requests from prospects.
• Provide technical support for client operational issues and bank transaction inquiries.
• Communicate effectively to resolve prospect inquiries and applications.
• Guide prospects on their financial business needs in a timely manner.
• Maintain strong partnerships with field relationship advisors and relationship managers.
• Manage a universal, client-facing departmental email box professionally.

Requirements

• Strong written and verbal communication skills.
• Highly motivated self-starter with a strong work ethic.
• Detail-oriented with a focus on accuracy and quality.
• Ability to multi-task and manage time effectively under high volumes.
• Comfortable learning and following complex regulatory requirements and procedures.
• Resourceful in researching inquiries and providing solutions.
• Experience in handling challenging conversations with clients professionally.
• Prior experience in a consultative client-facing role.