Client Experience Onboarding Specialist

Job Summary

A company is looking for an Onboarding Specialist to support the onboarding of new clients.

Key Responsibilities

• Build and maintain accurate client profiles across multiple systems
• Validate agreements and ensure timely collection of onboarding documents
• Guide clients through the onboarding process and troubleshoot any issues

Required Qualifications

• High school diploma or equivalent required
• One year of customer service experience required
• Data entry and/or call center experience preferred
• Experience with client relationship management or project management software preferred
• Proficient in using various software, including accounting and payroll tools