What are the responsibilities and job description for the Onboarding Specialist position at Global Technical Talent?
Job Title : Onboarding Specialist
Location : Phoenix, AZ
Duration : 6 Months
Job Description
Strong written and verbal communication skills with passion for delivering world-class client experiences.
Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.
Detailed-oriented with a keen eye for accuracy & quality of work.
Ability to multi-task, handle high volumes via work queues, and effectively manage time to meet service level agreements.
Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy.
Resourceful in researching inquiries and providing solutions in complex scenarios.
Must be comfortable handling challenging and complex conversations with clients in a highly professional manner.
Professional, thorough, and organized, verbal and written communication, with emphasis one effective follow-up skills
Prior experience working in a consultative client facing role requiring client communication via telephone, video conference & email.
Roles & Responsibilities
Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets, set up deposits' accounts, perform Admin IDV tasks and supports the journey of a prospect in becoming a client.
The role serves as the first point of contact for addressing daily requests from prospects, and provides technical support needs for a variety of client operational issues and bank transaction inquires.
The right candidate will positively influence the client experience by effectively communicating and delivering accurate resolution of a prospect inquiry or application and providing guidance on a prospect's financial business needs in timely manner.
The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers.
Serve as email coordinator as assigned and effectively manage a universal, client-facing, departmental email box within service level agreement and in a highly professional manner.
Benefits :
Medical, Vision, and Dental Insurance Plans
401k Retirement Fund
About The Company :
Financing Innovation and Sustainability
We are a leading financial services provider supporting innovators and entrepreneurs around the world. Our mission is to help companies of all sizes grow, thrive, and create a positive impact.
Our Focus :
Innovation : Supporting promising companies and driving economic growth.
Sustainability : Promoting sustainable solutions and addressing climate change.
Employee Development : Creating a culture where our employees can learn and grow.
Our Commitment :
We are committed to providing $5 billion in financing to support sustainability efforts by 2027.
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Onboarding Specialist?
Sign up to receive alerts about other jobs on the Onboarding Specialist career path by checking the boxes next to the positions that interest you.
