Client Onboarding and Support Associate
Location
United States
Posted
1 day ago
Salary
Not specified
Seniority
Mid Level
Job Description
Job Requirements
- Bachelor’s degree in business, IT, or a related field.
- Minimum of 2 years’ experience in client onboarding, customer support, or a similar role within the banking or financial services industry.
- Must have knowledge of MTLS and TLS certificates
- Familiarity with tools such as ServiceNow, Postman, Splunk, and Apigee is preferred.
- Excellent communication and interpersonal skills with the ability to effectively engage with both clients and internal teams.
- Understanding of banking products, services, and operational processes related to client onboarding and support.
- Excellent organizational and time management abilities, with a strong attention to detail.
- Problem-solving mindset and the ability to thrive in a fast-paced, dynamic environment.
Related Guides
Related Job Pages
More Onboarding Specialist Jobs
Sr. North America Onboarding Specialist
Livingston InternationalWe provide clarity in a world of trade complexity so that businesses can grow further, faster, smarter.
This managerial role is responsible for maintaining overall accountability for all aspects of customer onboarding projects, from initiation through closure, requiring coordination of team activities based on project objectives and scope. Key duties include executing development plans, delivering effective internal and external communication, controlling changes, and governing customer communication throughout the onboarding duration.
The Onboarding Specialist will be responsible for creating corporate accounts, conducting onboarding sessions, and ensuring the smooth adaptation of new hires into the company culture and workflows. This role requires strong communication and organizational skills to help employe...
This role primarily supports operational and coordination tasks for the Onboarding & Education team, assisting in knowledge sharing, process optimization, and educational initiatives for customers and internal teams. Responsibilities include gathering client requirements, tracking onboarding timelines, maintaining training materials, and supporting the Relo Certification program.
The Manager will operate in a player/coach role, spending significant time directly engaging with high-value customers while also managing a small team of Onboarding Associates. A primary focus is architecting the client journey by designing necessary metrics, processes, and dashboards to ensure rapid platform adoption and reduced time to first order.



