Client Onboarding Specialist Resume Samples

Client Onboarding Specialists are experienced customer service professionals who help new customers get the most out of the company’s products and services. The professionals act as a liaison between customers and their products, providing technical guidance, product information, and customer support. Acting as the first point of contact, these professionals disburse the following tasks mentioned on the Client Onboarding Specialist Resume – introducing customers to products and services, explaining their features and benefits, providing onboarding support and troubleshooting any problems, providing technical guidance, assisting customers with product navigation and usage, and helping customers understand product features. Additionally, they update customer records and document customer interactions.

Skills needed to succeed in this role include – excellent customer service and communication skills, proficiency with customer service and support software, knowledge of product features, capabilities, and usage, the ability to troubleshoot and provide technical assistance, and attention to detail. Employers prefer to hire those having a bachelor’s degree in a related field such as Business, Communications, or Information Technology. Work experience in the customer service field is highly beneficial.

Client Onboarding Specialist Resume example

Customer Onboarding Specialist Resume

Summary : As a Customer Onboarding Specialist, Consistently met and exceeded onboarding health targets. Strategized with customers on marketing strategies to drive growth. Built strong relationships and ensure long-term brand loyalty. Followed up with customers to ensure their technical issues are resolved. Became a critical voice on the team in iterating on our customer journey.

Skills : Project Management, Lean Six Sigma, Implementation.

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Description :

  1. Communicated extensively with our customers to identify their needs and help them establish their 401(k) plans.
  2. Educated, guided, and informed our newly signed customers about the choices they have to help their employees save for retirement.
  3. Worked cross-functionally within our organization (specifically with sales and account management) to make sure customer needs are met.
  4. Drove processes forward, managing internal and external stakeholders to keep our customers engaged, happy, and on track.
  5. Identified potential areas for process improvement to help the team scale.
  6. Ran one-on-one, best-in-class onboarding sessions with your assigned customers, including coaching customers through list growth, automation, campaigns, and more.
  7. Designed creative ways to onboard customers and fuel immediate growth.
                        Years of Experience
                        Experience
                        7-10 Years
                        Experience Level
                        Level
                        Management
                        Education
                        Education
                        Degree In Marketing


                        Client Onboarding Specialist Resume

                        Summary : As a Client Onboarding Specialist managed and prioritized multiple ongoing projects in a fast-paced, high-performing trading environment. Applied in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.

                        Skills : Client services, Sales, AML, Research, Negative News, Client Onboarding, Exits, Project Management, KYC.

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                        Description :

                        1. Managed clear expectations and understanding by establishing clear timelines and managing documentation requirements.
                        2. Exhibited ownership of onboarding experience and client satisfaction.
                        3. Ensured deal deliverables are met and held owners accountable by managing implementation issues, escalations, and error resolution
                        4. Demonstrated creative problem-solving and solid judgment/decision-making.
                        5. Exhibited adherence to policy and procedures and meet or exceed established Service Level Agreements.
                        6. Managed activities through heavy phone work with clients and business partners.
                        7. Managed a shared book of business of SMB (small and medium-sized business) customers at scale, and as a trusted representative, guide them to success with their online presence with GreenGeeks products and services.
                                      Years of Experience
                                      Experience
                                      7-10 Years
                                      Experience Level
                                      Level
                                      Management
                                      Education
                                      Education
                                      Degree In Marketing


                                      Client Onboarding Specialist Resume

                                      Summary : Dynamic, results-driven Client Onboarding Specialist professional with proven ability to work on multiple projects simultaneously, managing time and resources to ensure tasks are completed efficiently and within established timeframes.

                                      Skills : Project Management, Lean Six Sigma, Implementation.

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                                      Description :

                                      1. Independently managed conflict and mobilized internal resources to resolve issues.
                                      2. Served as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
                                      3. Obtained and reviewed the appropriate documentation and reference data and ensured regulatory aspects of AML and KYC are completed prior to opening accounts.
                                      4.  Integrated subject matter and industry expertise within a defined area.
                                      5. Prepared clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market, and market expectations.
                                      6. Worked directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events.
                                      7. Worked directly with clients to access documentation requirements and reference data. 
                                                                                                                            Years of Experience
                                                                                                                            Experience
                                                                                                                            7-10 Years
                                                                                                                            Experience Level
                                                                                                                            Level
                                                                                                                            Management
                                                                                                                            Education
                                                                                                                            Education
                                                                                                                            Degree In Business

                                                                                                                            Client Onboarding Specialist Resume

                                                                                                                            Summary : Highly qualified Client Onboarding Specialist with experience in the industry. Required in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

                                                                                                                            Skills : Communication, Organizational Skills.

                                                                                                                            Client Onboarding Specialist Resume Sample
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                                                                                                                            Description :

                                                                                                                            1. An ensured application form is received and tax documentation is received from the investor.
                                                                                                                            2. Reviewed documents and coordinate with all internal support groups, business managers, and external parties to ensure documents meet certain compliance requirements.
                                                                                                                            3. Led project management activities for onboarding/transitions/conversions such as reporting, planning, issue/risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
                                                                                                                            4. Ensured the client receives all necessary training or conducts the training him/herself.
                                                                                                                            5. Identified significant gaps or quality issues in transition processes and makes recommendations for improvement.
                                                                                                                            6. Maintained a book of clients and ensure that client activity on an account is maintained once an account is opened.
                                                                                                                            7. Ensured onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements.
                                                                                                                                                                                                      Years of Experience
                                                                                                                                                                                                      Experience
                                                                                                                                                                                                      7-10 Years
                                                                                                                                                                                                      Experience Level
                                                                                                                                                                                                      Level
                                                                                                                                                                                                      Management
                                                                                                                                                                                                      Education
                                                                                                                                                                                                      Education
                                                                                                                                                                                                      Degree In Business

                                                                                                                                                                                                      Client Onboarding Specialist Resume

                                                                                                                                                                                                      Headline : As a Client Onboarding Specialist, Evaluated moderately complex and variable issues with substantial potential impact, where the development of an approach/taking of action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

                                                                                                                                                                                                      Skills : Problem-Solving, Customer Service.

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                                                                                                                                                                                                      Description :

                                                                                                                                                                                                      1. Assisted with the drafting and maintenance of institutional client policies and account disclosures.
                                                                                                                                                                                                      2. Gathered evidence of institutional client profiles via documentary and non-documentary methods using in-house and external sources.
                                                                                                                                                                                                      3. Spearheaded the continuous improvement and documentation of processes and procedures.
                                                                                                                                                                                                      4. Partnered with Sales Traders to provide ongoing client service and relationship management to institutional clients following onboarding.
                                                                                                                                                                                                      5. Demonstrated creative and independent problem-solving and decision-making skills.
                                                                                                                                                                                                      6. Created and managed onboarding pipeline; produced summary reports to sales trading and senior management.
                                                                                                                                                                                                      7. Communicated clearly, logically, and concisely both verbally and in writing with all audiences.
                                                                                                                                                                                                                                                                                                                  Years of Experience
                                                                                                                                                                                                                                                                                                                  Experience
                                                                                                                                                                                                                                                                                                                  5-7 Years
                                                                                                                                                                                                                                                                                                                  Experience Level
                                                                                                                                                                                                                                                                                                                  Level
                                                                                                                                                                                                                                                                                                                  Executive
                                                                                                                                                                                                                                                                                                                  Education
                                                                                                                                                                                                                                                                                                                  Education
                                                                                                                                                                                                                                                                                                                  BS In Marketing

                                                                                                                                                                                                                                                                                                                  Client Onboarding Specialist Resume

                                                                                                                                                                                                                                                                                                                  Headline : As a Client Onboarding Specialist, Worked and performance of all teams in the area are directly affected by the performance of the individual. Managed Compliance Services projects to ensure materials are received in a timely manner and projects are completed as projected. Demonstrated a high level of diligence, motivation, and organizational skills. Focused on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues.

                                                                                                                                                                                                                                                                                                                  Skills : Project Management, Time-Management, Presentation, Technical.

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                                                                                                                                                                                                                                                                                                                  Description :

                                                                                                                                                                                                                                                                                                                  1. Worked closely with Sales teams on new client relationships from the prospect stage thru the entire onboarding process.
                                                                                                                                                                                                                                                                                                                  2. Multiplied onboardings must be simultaneously handled at their various stages.
                                                                                                                                                                                                                                                                                                                  3. Performed due diligence CIP/AML/KYC and communicate findings to AML, Legal, and Compliance Depts.
                                                                                                                                                                                                                                                                                                                  4. Reviewed, validated, and authorized documentation with strong attention to detail.
                                                                                                                                                                                                                                                                                                                  5. Accounted for setup for new and/or existing clients including new business line setups.
                                                                                                                                                                                                                                                                                                                  6. Reviewed multi-currency settlement instructions on Alert and update accounts accordingly.
                                                                                                                                                                                                                                                                                                                  7. Coordinated the proper agreements with Prime Brokers on a daily basis (Form 151/F1SA).
                                                                                                                                                                                                                                                                                                                                                                                                      Years of Experience
                                                                                                                                                                                                                                                                                                                                                                                                      Experience
                                                                                                                                                                                                                                                                                                                                                                                                      5-7 Years
                                                                                                                                                                                                                                                                                                                                                                                                      Experience Level
                                                                                                                                                                                                                                                                                                                                                                                                      Level
                                                                                                                                                                                                                                                                                                                                                                                                      Executive
                                                                                                                                                                                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                                                                                                                                                                                      BA In Marketing

                                                                                                                                                                                                                                                                                                                                                                                                      Client Onboarding Specialist Resume

                                                                                                                                                                                                                                                                                                                                                                                                      Headline : As a Client Onboarding Specialist, Performed day-to-day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, including delivery of very high-quality service to customers and internal partners.

                                                                                                                                                                                                                                                                                                                                                                                                      Skills : Documentation, Problem-Solving, Monitoring.

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                                                                                                                                                                                                                                                                                                                                                                                                      Description :

                                                                                                                                                                                                                                                                                                                                                                                                      1. Administered analysis of client's infrastructure; planned and collaborate with client's IT/IS department in developing and implementing ContextMedia: Health (CMH) products; designed project blueprint for each implementation and maintain optimal client relations.
                                                                                                                                                                                                                                                                                                                                                                                                      2. Developed project plans identifying key issues, approaches, and performance metrics; defined project scope, objectives, staffing, resources, and deliverables.
                                                                                                                                                                                                                                                                                                                                                                                                      3. Managed vendor relationships including communicating the scope of work with each project; monitor quality assurance measures.
                                                                                                                                                                                                                                                                                                                                                                                                      4. Improved marketing capabilities to new markets for major clients by coordinating and leading projects to implement 56 new locations (Walgreens) and 25 new locations with over 500 devices (McKesson-US Oncology).
                                                                                                                                                                                                                                                                                                                                                                                                      5. Enhanced operational efficiencies within the IHS department through the development and standardization of processes and procedures.
                                                                                                                                                                                                                                                                                                                                                                                                      6. Optimized training and productivity for new employees by designing templates and models for future department growth.
                                                                                                                                                                                                                                                                                                                                                                                                      7. Administered training and development sessions for all new employees on operations.
                                                                                                                                                                                                                                                                                                                                                                                                                Years of Experience
                                                                                                                                                                                                                                                                                                                                                                                                                Experience
                                                                                                                                                                                                                                                                                                                                                                                                                5-7 Years
                                                                                                                                                                                                                                                                                                                                                                                                                Experience Level
                                                                                                                                                                                                                                                                                                                                                                                                                Level
                                                                                                                                                                                                                                                                                                                                                                                                                Executive
                                                                                                                                                                                                                                                                                                                                                                                                                Education
                                                                                                                                                                                                                                                                                                                                                                                                                Education
                                                                                                                                                                                                                                                                                                                                                                                                                BA In Marketing

                                                                                                                                                                                                                                                                                                                                                                                                                Client Onboarding Specialist Resume

                                                                                                                                                                                                                                                                                                                                                                                                                Headline : As a Client Onboarding Specialist, Monitored customer satisfaction and service level and drove process changes. Provided innovative solutions to clients. Ensured a strong and robust processing environment with effective controls. Established risk management practice. Maintained a culture of risk and control in the team through various processes and checkpoints.

                                                                                                                                                                                                                                                                                                                                                                                                                Skills : Client Assistant, System Management.

                                                                                                                                                                                                                                                                                                                                                                                                                Client Onboarding Specialist Resume Example
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                                                                                                                                                                                                                                                                                                                                                                                                                Description :

                                                                                                                                                                                                                                                                                                                                                                                                                1. Managed liaisons between multiple areas of the business and initiated project kick-off meetings with all stakeholders.
                                                                                                                                                                                                                                                                                                                                                                                                                2. Identified, managed, and communicated customer expectations, project risks, and issues, including escalations and mitigation.
                                                                                                                                                                                                                                                                                                                                                                                                                3. Contributed and provided feedback during weekly internal and external meetings, and develop work strategies as projects changed and/or develop.
                                                                                                                                                                                                                                                                                                                                                                                                                4. Conducted readiness assessments, ensuring go-live dates sync with client expectations.
                                                                                                                                                                                                                                                                                                                                                                                                                5. Trained customers in the functionality of a cloud-based MSDS management system.
                                                                                                                                                                                                                                                                                                                                                                                                                6. Drove the progress of each institutional client engagement from start to finish.
                                                                                                                                                                                                                                                                                                                                                                                                                7. Analyzed institutional client information for alignment with policies and regulations.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Years of Experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    5-7 Years
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Experience Level
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Level
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Executive
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Education
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Education
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Degree In Business

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Client Onboarding Specialist Resume

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Headline : As a Client Onboarding Specialist, Ensured project deadlines and client needs are met. Monitored project progress and handle any issues that arise. Drove the customer support life cycle for onboarding, analyze onboarding issues, found the root cause, suggested the solution and followed through to the resolution of the issue in a timely manner. Coordinated with internal teams (U.S. and offshore) to ensure timeline completion of onboarding tasks.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Skills : Legal Assistant, Training Development.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Client Onboarding Specialist Resume Sample
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Description :

                                                                                                                                                                                                                                                                                                                                                                                                                                                                    1. Facilitated legal negotiation or document review and Participated in UAT, onboarding, and fault resolution.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    2. Suggested process improvements based on post-mortem transition analysis.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    3. Provided Job Summary to give an overview of the role. It is primarily used when advertising the role internally and externally during hiring.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    4. Worked closely with the business and onboarding stakeholders to ensure account onboarding prioritization.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    5. Opened and maintained Financial Market accounts for Global Banking, Americas.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    6. Determined and instructed which transaction processing systems will be required, along with account hierarchy requirements.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    7. Recorded and documented information appropriately and accurately in Standard Charted Banks' internal repository system.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Years of Experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                5-7 Years
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Experience Level
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Level
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Executive
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Education
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Education
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Degree In Business

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Client Onboarding Specialist Resume

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Summary : As a Client Onboarding Specialist, Provided support to customer success managers with standard implementation and operational tasks. Coordinated with the Chennai, India team to ensure that Service Level Agreements (SLAs) are met, and data deliveries are on schedule and in compliance with quality standards. Coordinated with utility vendors to troubleshoot issues. Developed reports and prepared documentation to communicate onboarding status to both customers and internal stakeholders.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Skills : Technical Support, Troubleshooting.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Client Onboarding Specialist Resume Model
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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Description :

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                1. Followed processes by which Standard Chartered Bank's regulatory requirements can be met in the most efficient and client-friendly manner while retaining highly organized supporting documentation.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                2. Worked with back and middle office teams as required, to ensure a seamless process for clients and their transactions.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                3. Participated in the development and implementation of continuous improvement of the control environment, policies, and procedures, looking for ways to innovate and drive the business forward, delivering a superior client experience.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                4. Identified, assessed, monitored, controlled, and mitigated risks to the group by diligent attention to the policy and procedures related to the respective processes of Client onboarding.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                5. Managed clear expectations and deliverables related to institutional client onboarding processes.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                6. Liaised with institutional clients and internal stakeholders to ensure proper data and document collection.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                7. Exhibited ownership of onboarding experience and institutional client satisfaction.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Years of Experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              7-10 Years
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Experience Level
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Level
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Management
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Education
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Education
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              BS In Marketing