Overview of the Role
The
Client Onboarding Manager
ensures a seamless and exceptional onboarding experience for new clients, fostering a strong relationship from the first interaction and setting the foundation for long-term success. The Client Onboarding Manager will be responsible for guiding clients and their respective team members through the initial stages of engagement, ensuring they feel valued, understood, and confident in our services.
Main duties include:
Manage the end-to-end onboarding process for new clients, ensuring all necessary documentation and procedures are completed accurately and efficiently.
Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding phase.
Participate in client engagement activities such as Business Discovery Tour, Client Conference, and other client visits.
Continuously seek opportunities to improve the onboarding process, ensuring it is as smooth and efficient as possible.
Facilitate training and provide support to clients and team members to ensure they understand systems and processes.
Collect and analyze feedback from clients to identify areas for improvement and ensure client satisfaction.
Conduct Partnering for Performance sessions with both clients and team members to address teething issues during onboarding.
Foster a positive and engaging work environment for team members, ensuring our core values are lived and fundamentals are observed regularly.
Lead and manage newly onboarded frontline team members
Bachelor’s degree in Business, Finance, or related field
Minimum of 3 years in client services or a related field within the financial services industry
Strong organizational and multitasking abilities
Excellent verbal and written communication skills
Strong problem-solving skills and attention to detail
Proficient in using CRM tools and related software
500k per incident HMO coverage + Dental & Optical benefits
2-week paid Christmas vacation
25k Educational Assistance
Training and equipment will be provided
Fixed schedule of Monday-Friday from 7 AM to 4 PM