Client Onboarding Assistant

Job Summary

A company is looking for a Client Onboarding Administrative Assistant to streamline the onboarding process for new clients.

Key Responsibilities

• Enter new client information in the company database and set up client accounts
• Review sales calls, take notes, and enter them into the database
• Facilitate communication between clients and internal teams to ensure a smooth onboarding experience

Required Qualifications

• Experience in client onboarding, account setup, or client success roles
• Strong organizational skills
• Proficiency in using CRM systems and related software
• Ability to work independently and collaboratively
• Detail-oriented with a proactive approach