Client Onboarding Senior Representative 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

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.

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)