Register
Recruit Create CV

Client Onboarding Supervisor Jobs

Onboarding Consultant Jobs
By Interior Health Authority At British Columbia, Canada
Acts as a subject matter expert to business leadership, hiring managers, and other key partners.
Extended Health & Dental coverage
Collects feedback from multiple sources: internal & external partners, corporations, and research best practices for onboarding; provide oversight and recommendations.
Researches technology and tools to enhance onboarding and orientation and off boarding, working in collaboration with other areas and key partners.
Maintains and continuously improves onboarding, orientation and off boarding through participant feedback, partner feedback, and leadership consultation.
Leads continuous improvement and check-in meetings with cross-functional work groups to gather feedback and advice on continuous improvement.
Learning & Development, Onboarding Supervisor
By SDImktg At Toronto, Ontario, Canada
Strong project management skills to effectively manage learning projects from initiation through design and development to delivery and measurement.
Coordinate with program participants and managers and Human Resource Business Partners.
Superior relationship skills with a strength and passion for collaboration with stakeholders and business partners.
Excellent communication (verbal and written) and interpersonal skills, with the ability to work effectively at all levels of an organization.
Strong critical thinking, problem solving and influencing skills.
2-3 years of experience in a learning and development role.
Client Onboarding Specialist Jobs
By Aetonix At Greater Toronto Area, Canada
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
Client Service Reps, Banking Onboarding
By Procom At Toronto, Ontario, Canada
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
Intermediate Business Analyst, Digital Banking - Client Onboarding
By Procom At Toronto, Ontario, Canada
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
Client Onboarding Specialist Jobs
By RBC Capital Markets At Toronto, Ontario, Canada
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
Client Onboarding Coordinator Jobs
By John Hancock At Halifax, Nova Scotia, Canada
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.
Client Operations Supervisor Jobs
By Newrest Inflight Logistics Sweden At Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensures client transitions, from onboarding through offboarding, are properly supported and managed.
Maintains client reporting requirements and generate reporting templates in accordance with requirements.
4 years relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.
Client Success Onboarding Manager
By Retention.com At Canada
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
Onboarding Administrator Jobs
By Journey Recruitment Ltd At Windsor, Ontario, Canada
To support in the management of panel relationship and act as main contact for day to day queries
Support Finance Analyst on expert invoicing
Proven analytical, evaluative, and problem-solving abilities
Salary: £20,000 per year up to £22,000 if you have some relevant experience
Recruitment and onboarding of experts as and when required to join existing panel
Maintain Indemnity contract and support in liaison with providers
It Client Onboarding Analyst Ii
By VC3 At Toronto, Ontario, Canada
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
Client Onboarding Senior Representative - 12 Month Contract
By Scotiabank At Toronto, Ontario, Canada
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)
Lead Ba, Digital Onboarding & Client Cert
By RBC At Toronto, Ontario, Canada
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.
Client Operations Supervisor Jobs
By dentsu At Toronto, Ontario, Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensures client transitions, from onboarding through offboarding, are properly supported and managed.
Maintains client reporting requirements and generate reporting templates in accordance with requirements.
4years relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.
Client Onboarding Senior Representative
By Scotiabank At Toronto, Ontario, Canada
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)
Onboarding Leader, Client Success Team
By Elevated HR Solutions Inc. At Calgary, Alberta, Canada
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
Client Onboarding Analyst Jobs
By Citi At Vancouver, British Columbia, Canada
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
Client Onboarding Analyst Jobs
By Citi At Toronto, Ontario, Canada
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
Client Onboarding Specialist Jobs
By Smooth Commerce At Canada
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.
Client Operations, Supervisor Jobs
By dentsu At Toronto, Ontario, Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensures client transitions, from onboarding through offboarding, are properly supported and managed.
Maintains client reporting requirements and generate reporting templates in accordance with requirements.
4years relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.

Are you looking for an exciting opportunity to lead a team of Client Onboarding Specialists? We are looking for a Client Onboarding Supervisor to join our team and help us provide exceptional customer service to our clients. You will be responsible for overseeing the onboarding process, ensuring that all clients receive a smooth and efficient experience. If you have a passion for customer service and are looking for a rewarding career, this could be the perfect job for you!

Overview:

The Client Onboarding Supervisor is responsible for overseeing the onboarding process for new clients. This includes ensuring that all necessary paperwork is completed, that the client is provided with the necessary information and resources, and that the onboarding process is completed in a timely and efficient manner.

Detailed Job Description:

The Client Onboarding Supervisor is responsible for overseeing the onboarding process for new clients. This includes working with the client to ensure that all necessary paperwork is completed, that the client is provided with the necessary information and resources, and that the onboarding process is completed in a timely and efficient manner. The Client Onboarding Supervisor will also be responsible for monitoring the progress of the onboarding process, providing feedback and guidance to the client, and ensuring that all onboarding requirements are met.

What is Client Onboarding Supervisor Job Skills Required?

• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong organizational and problem-solving skills
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of customer service principles and practices
• Knowledge of relevant regulations and laws
• Proficiency in Microsoft Office Suite

What is Client Onboarding Supervisor Job Qualifications?

• Bachelor’s degree in Business Administration, Finance, or a related field
• At least 3 years of experience in customer service or client onboarding
• Knowledge of customer service principles and practices
• Knowledge of relevant regulations and laws
• Proficiency in Microsoft Office Suite

What is Client Onboarding Supervisor Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of relevant regulations and laws
• Knowledge of onboarding processes and procedures
• Knowledge of customer relationship management (CRM) systems

What is Client Onboarding Supervisor Job Experience?

• At least 3 years of experience in customer service or client onboarding
• Experience in managing customer relationships
• Experience in developing and implementing onboarding processes

What is Client Onboarding Supervisor Job Responsibilities?

• Oversee the onboarding process for new clients
• Work with the client to ensure that all necessary paperwork is completed
• Provide the client with the necessary information and resources
• Monitor the progress of the onboarding process
• Provide feedback and guidance to the client
• Ensure that all onboarding requirements are met
• Develop and implement onboarding processes
• Manage customer relationships
• Ensure compliance with relevant regulations and laws