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Remote Client Onboarding Specialist Jobs

Onboarding Specialist - Digital Velocity_100%Remote
By CDW.LLC At Canada
Address consultant needs as follows: Maintain awareness of employment laws as it relates to talent acquisition and onboarding
Conduct ad-hoc reporting which may include turnover data, workforce counts, placement analysis, etc.
Handle sensitive data with a strong sense of privacy and confidentiality
Identify areas for process improvement and recommend change as necessary
Ability to maintain confidentiality of sensitive coworker information is required
Strong attention to detail while being results and solutions driven
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
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.
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 Engagement Specialist Remote
By Talentify.io At Canada
Knowledge or experience in the Wealth Management industry is an asset
Proactively follow up and nurture prospective business opportunities to convert into new MD Management (MDM) clients
Post-secondary education in Business or Marketing with a minimum of 4 years' experience in a sales capacity
Strong organizational, interpersonal, oral, and written communication skills
Programs and benefits to support mental and physical health
Provide service and advice to engage new clients and transition them to the appropriate service delivery channel
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.
Reimbursement/Client Care Specialist (Remote)
By Bayshore HealthCare At Mississauga, Ontario, Canada

A Day In The Life

What You Bring To The Team

Client Manager | Remote In Edmonton
By TEEMA At Edmonton, Alberta, Canada
***Please do not apply without any prior Agency Recruitment experience.
● Minimum of 3 years’ experience in a Recruitment Agency environment, ideally 5+ years recruiting.
It would be GREAT if you had experience:
● Developing yourself and your skills
A T T E N T I O N
Things you NEED to bring:
Product Onboarding Specialist [Hybrid Or Remote]
By Talentify.io At Canada
Experience a supportive and collaborative work environment
Be part of a team of brilliant thinkers
Work in a place where talent is valued over titles
Enjoy a workplace where people genuinely enjoy their work
Join a market-leading software-as-a-service company
Seeking brilliant thinkers to join our #Rocketeers
Client Manager | Remote In Calgary
By TEEMA At Calgary, Alberta, Canada
***Please do not apply without any prior Agency Recruitment experience.
● Minimum of 3 years’ experience in a Recruitment Agency environment, ideally 5+ years recruiting.
It would be GREAT if you had experience:
● Developing yourself and your skills
A T T E N T I O N
Things you NEED to bring:
Client Care Specialist (Hybrid/Remote)
By Talentify.io At Canada
Assess clients' financial situations and provide guidance on debt management and budgeting
Opportunity to make a difference in people's lives by helping them with their finances
Competitive salary and benefits package
Comprehensive training and supportive work environment
Opportunities for career growth and development within the organization
Chance to work with a diverse and dedicated team
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)
Client Support Specialist (Remote)
By AuditBoard At Canada
Bachelor's degree or commensurate combination of education and experience
Collaborate with development, product management, and customer onboarding functions in order to care for customers efficiently and effectively
1-3 years experience in a technical support function
Familiarity with helpdesk ticketing system (ZenDesk experience is a plus)
Excellent interpersonal, verbal, and written communication skills, with emphasis on phone, email, and online communications
Self-starter with solid organizational and planning skills
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 Manager | Remote | 80% Jobs
By TEEMA At Canada
**PLEASE DO NOT APPLY WITHOUT HAVING ANY PRIOR AGENCY RECRUITING EXPERIENCE**
At this time, we are NOT looking for a Talent Acquisition/Manager candidate***
● Minimum of 3 years’ experience in a Recruitment Agency environment, ideally 5+ years recruiting.
It would be GREAT if you had experience:
● Developing yourself and your skills
A T T E N T I O N
Client Partner, Post-Sale (Remote)
By Undertone At Ontario, Canada
A minimum of 2 of digital media experience in a client facing role
Strong knowledge of digital campaign metrics and goals (i.e. - CTR, CPA, etc.)
Experience managing client communication and expectations in a deadline-driven environment
3rd party reporting / tagging experience preferred
Experience working in Salesforce preferred
Act as single point of contact for daily client communication
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.

Are you looking for an exciting opportunity to join a fast-growing company as a Remote Client Onboarding Specialist? We are looking for a motivated and organized individual to join our team and help us onboard new clients. You will be responsible for ensuring that our clients have a smooth onboarding experience and that all of their needs are met. If you are passionate about customer service and have excellent communication skills, then this could be the perfect job for you!

Overview:

A Remote Client Onboarding Specialist is responsible for onboarding new clients to a company’s services. This includes providing support and guidance to clients throughout the onboarding process, ensuring that all necessary steps are taken to ensure a smooth transition. The Remote Client Onboarding Specialist must be able to effectively communicate with clients, both in person and remotely, and be able to troubleshoot any issues that arise.

Detailed Job Description:

The Remote Client Onboarding Specialist is responsible for onboarding new clients to a company’s services. This includes providing support and guidance to clients throughout the onboarding process, ensuring that all necessary steps are taken to ensure a smooth transition. The Remote Client Onboarding Specialist must be able to effectively communicate with clients, both in person and remotely, and be able to troubleshoot any issues that arise. The Remote Client Onboarding Specialist must be able to manage multiple clients and projects simultaneously, and must be able to work independently with minimal supervision.

What is Remote Client Onboarding Specialist Job Skills Required?

• Excellent communication skills, both written and verbal
• Ability to troubleshoot and resolve technical issues
• Ability to manage multiple clients and projects simultaneously
• Ability to work independently with minimal supervision
• Knowledge of customer service principles and practices
• Knowledge of customer onboarding processes
• Knowledge of software applications and systems

What is Remote Client Onboarding Specialist Job Qualifications?

• Bachelor’s degree in a related field
• At least two years of experience in customer service or onboarding
• Experience with customer service software and systems
• Knowledge of customer service principles and practices
• Knowledge of customer onboarding processes
• Knowledge of software applications and systems

What is Remote Client Onboarding Specialist Job Knowledge?

• Knowledge of customer service principles and practices
• Knowledge of customer onboarding processes
• Knowledge of software applications and systems
• Knowledge of customer service software and systems

What is Remote Client Onboarding Specialist Job Experience?

• At least two years of experience in customer service or onboarding
• Experience with customer service software and systems

What is Remote Client Onboarding Specialist Job Responsibilities?

• Onboard new clients to a company’s services
• Provide support and guidance to clients throughout the onboarding process
• Ensure that all necessary steps are taken to ensure a smooth transition
• Effectively communicate with clients, both in person and remotely
• Troubleshoot any issues that arise
• Manage multiple clients and projects simultaneously
• Work independently with minimal supervision