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
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
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 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 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
Full Time / Onboarding Coordinator (Remote)
By Tech Foorti At Winnipeg, Manitoba, Canada
Strong organizational and time management skills
Participating in continuous improvement activities to enhance the onboarding experience
Excellent verbal and written communication skills
Knowledge of HR policies and procedures
Work from home, no commute necessary
Competitive salary and benefits package

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