Client Onboarding Coordinator Jobs

Provide remote support over the phone to end users on preparing kits for return and advise logistic team to proceed

At least 1-3 years of experience in a customer/patient facing role

Excellent interpersonal skills and ability to communicate

Detail-oriented with strong analytical, and planning skills

Previous nursing/clinical/teaching experience, an advantage

Improve onboarding by capturing user’s feedback on process and product and inform internal team of findings

Previous Client/Customer Representation telephone/call centre experience

Excellent communication skills (bonus if Bilingual in French)

Client Service Representative, Banking Onboarding– Mandatory Skills

Client Service Representative, Banking Onboarding- Preferred Skills

1st Team: Product Onboarding processing & detailed Admin

2nd Team: Navigational and Product Support via incoming calls

Experience in most facets of project lifecycle; proficient comprehension of project management methodologies; genuine commitment to project environment and discipline

Focus is on tools that relate to the Digital Business Client Onboarding experience, whether that is self-serve or assisted-serve tools

Acts as an individual contributor with general direction provided by a supervisor or manager

Project scope includes gap analysis and documentation of business requirements on small to medium projects and programs

Bachelor’s degree. Specialization in Business, Finance, Engineering, Science or Math is desirable

2-4 years’ experience as Business Analyst

Welcoming newly hired employees and managing the onboarding process to ensure great employee experience.

Align new employees with managers and schedulers.

Manage phone calls and correspondence (e-mail, letters, packages etc.)

Have a minimum of 1 years' experience in reception/administrative duties.

Excellent communication skills written and verbal.

Previous office administrative experience considered an asset,

Other business support as directed by reporting manager (e.g. strategic or regulatory initiatives, projects, documentation of policy/procedures and reporting/metrics)

2+ years onboarding experience preferred or experience in a related operations role

Proficient in Microsoft Office tools, with advanced Excel skills (macros, look-ups etc.) and PowerPoint skills

Some experience working on change projects and, open change mindset

Strong sense of accountability and ownership over "client experience" and end-to-end client on-boarding processes.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation

Strong negotiation, relationship management and organizational skills.

Previous experience in project management would be valuable in this role.

Post-secondary education or equivalent work experience.

401k knowledge or certification is an asset.

Effectively manage the implementation during the onboarding cycle while partnering with both client and internal/external team members.

You obsess about customers, listen, engage, and act for their benefit.

Able to effectively prioritize and manage work responsibilities.

Qualifications and Requirements for the role:

Provide assistance and support to the Client Manager

Computer skills – must be proficient with Microsoft Office

Prior administrative or client services experience is preferred – At least one year of experience

Excellent verbal and written communication skills.

Completion of Post-Secondary degree/diploma/certification in Business Administration, Human Resources, Education or equivalent experience in administration or Records Management.

Experience with project management processes and document control procedures including document filing systems, policies and standards

Skills, Abilities, And Other Requirements

2-3 years previous working experience in a similar role such as training, human resources and/or administration

1-2 years previous experience in an administrative or coordinator role for construction projects

Experience working on projects of high complexity.

Ensure that clients are utilizing all the products and features our technology offers

Continually innovate new methods to improve client experience and results

Possess excellent verbal and written communication skills

Have experience with JavaScript (preferred, but not required)

Guide new clients through the product implementation and subscription sizing stages

Develop and maintain client relationships through regular communication, check-ins and performance reviews

Strong organization and time management skills

Manage retention rates by setting clear expectations and hiring under tailored parameters

Ensure the successful onboarding of new employees, with a focus on creating a positive experience

Strong people skills and ability to deal with applicants with patience and tact

Ability and desire to embrace and manage change

Good knowledge and proficiency in using computers, in particular Word, Excel and database applications

Strong organizational and time management skills with the ability to multitask, plan and prioritize workload

1+ years resource management in a digital environment

General admin and other related duties – data entry, timesheet monitoring, process documentation in Confluence

Experience working closely with large groups of people in a professional service-oriented & Agile environment

Strong problem solving and decision-making skills

Strong conflict resolution and negotiating skills to balance individual and business needs

Responsible for thorough onsite and remote discovery and documentation of new standard and advanced client networks

Assist with onsite and remote discovery and documentation of enterprise level client networks.

Good problem solving and decision-making skills; ability to understand and analyze complex issues

Possess strong oral and written communication skills and be comfortable interfacing with client executive teams.

Process driven with high attention to detail and excellent follow through skills

Professional demeanor and outstanding client service skills

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Solid verbal and written communication skills

Maintain client account integrity by performing sundry items as required

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Champions in a high-performance environment and contributes to an inclusive work environment.

Familiar with Broadridge and other industry systems an asset (Webpost, AS400; OAM, BTS, COLD, etc)

Eliciting the requirements needed to carry out business processes including interviews, intelligence analysis and survey assessments.

Developing documents for Onboarding, KYC IT applications, system specifications and test plans, according to existing standards and methodologies.

Working closely with business architects and other technology staff to deliver project results while implementing risk analysis and meeting required deliverable.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Solid verbal and written communication skills

Maintain client account integrity by performing sundry items as required

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Champions in a high-performance environment and contributes to an inclusive work environment.

Familiar with Broadridge and other industry systems an asset (Webpost, AS400; OAM, BTS, COLD, etc)

Bachelor’s degree in computer science, project management, or related field (or equivalent experience)

Excellent organizational and time management skills, with the ability to manage multiple projects simultaneously

Advocate for our client’s feedback into various VEERUM processes such as product management, marketing, sales, training, etc.

Proficiency in using project management tools and customer relationship management (CRM) systems

Manage timelines, milestones, and deliverables, ensuring onboarding projects are completed within agreed-upon timelines

Provide ongoing support and guidance to clients, assisting with troubleshooting, resolving technical issues, and optimizing their use of our offerings

Strong ability to manage multiple concurrent deadlines, prioritize, and work well under pressure

Strong verbal and written communication skills

Bachelor's/University degree or equivalent experience

Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications

Process account opening or maintenance requests in a timely manner

Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners

Strong ability to manage multiple concurrent deadlines, prioritize, and work well under pressure

Strong verbal and written communication skills

Bachelor's/University degree or equivalent experience

Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications

Process account opening or maintenance requests in a timely manner

Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners

Strong working knowledge of business tools (Slack, SmartSheet, Google Workspace Suite) for communication, task management, and collaboration.

Solid organizational and project management skills with a focus on prioritization, timelines, and meeting deadlines.

College diploma or Bachelor's degree in a related field or equivalent practical experience.

2+ years of customer service experience, preferably in a SaaS environment.

Excellent communication skills (verbal and written) with a client-centric approach.

Strong problem-solving and critical thinking abilities.

4. Strong organisational and time management skills.

2. Proven experience as an Onboarding Manager or in a similar role.

8. Familiarity with the wealth management industry is a plus.

1. Bachelor's degree in Business Administration, Finance, or a related field.

3. Excellent communication and interpersonal skills.

5. Ability to manage and motivate a team.