Client Onboarding Specialist

Job Summary

A company is looking for a Client Onboarding and Support Specialist to ensure superior client experiences and manage onboarding processes.

Key Responsibilities

• Provide superior client experience through various communication channels, ensuring accuracy and expediency
• Coordinate with approvers for rapid decisions on product limit increases while maintaining risk management controls
• Manage complex client onboarding for treasury services, including project planning and coordination with internal teams and vendors

Required Qualifications

• Bachelor's degree in Business Administration, Finance, Marketing, or related field
• Minimum of 3 years of experience in customer service, deposit sales, product management, or treasury management within banking or financial services
• Strong knowledge of deposit products, regulatory requirements, and compliance standards
• Ability to work independently and adapt to changing priorities in a fast-paced environment