What are the responsibilities and job description for the Associate Client Onboarding Specialist position at CSC (Corporation Service Company)?
Associate Client Onboarding Specialist
Wilmington, DE (Hybrid)
8:30 am-5:30 pm
The Customer Acquisitions Team works with CSC’s new clients, our sales teams, and others to ensure a smooth transition for new clients of CSC’s Registered Agent, Business License, and Annual Reports services. The Associate Customer Onboarding Specialist is focused on/responsible for onboardings for multiple services, including, but not limited to; change of agent, annual report, business license, and global subsidiary management services. In addition, receiving requests from internal customers to help their customers with change of agent requests. You will also be responsible for retrieving information from cases in Salesforce for review and reaching out for missing or conflicting information. Working with sales, customers, and other teams within the company to successfully and seamlessly transition into CSC as a new customer or additional units to their existing portfolio.
Some of the things you'll be doing:
- Review Salesforce Case(s)
- Act as a project Coordinator/case owner within salesforce
- Interacting with customers via phone and email
- Communicate project status to customer, sales, account management and other onboarding teams
- Understand onboarding workflow
- Run Business Objects Report for Annual Report audit
- Respond promptly to customer inquiries over the phone or electronically
- Ability to do regular customer outreach out outstanding items
- Participate within the team in workgroups and process improvement
Qualifications:
- Strong attention to detail and accuracy
- Strong Customer Service skills
- Flexibility
- Problem solving skills
- Attention to detail
- Quick, independent learner
- Proficient with Excel reporting
- Proficient with Salesforce
- Excellent written and verbal communication skills
- Ability to multitask in a high-volume environment Candidate should adhere to CSC Values, Service, Teamwork, Agility, and Tenacity
Candidates for this position must be eligible to work without sponsorship. Time on-site or time zone may be necessary based on business need.
