Client Onboarding Specialist

Above and Beyond Talent Acquisition, Inc

New York, NY, USA

Published: 6/14/2022

Full Time

Job Description

Position Title: Client Onboarding Specialist
Location: New York, NY
Status: Long Term Contract
Status: Onsite/4–5 days/week
Shift/Schedule: Standard business hours are 8:30 AM–5:30 PM EST.
Pay Range: $20.00- 24.00

Requirements / Who we are looking for:
We are seeking a highly motivated and detail-oriented Client Onboarding Specialist to join our client in supporting a high-profile fund manager and distributor. This role is critical in providing a smooth onboarding experience for new and existing investors as part of a key new engagement model. The ideal candidate is client-focused, eager to learn, and ready to contribute to successful client outcomes in a fast-paced financial environment.

Bachelor’s degree in Finance, Business, or a related field.
0–2 years of relevant experience; internships or academic projects in financial services are a plus.
Strong communication and organizational skills.
Attention to detail and the ability to manage multiple tasks simultaneously.
A client-service mindset and willingness to go the extra mile for successful outcomes

Performance Objectives / What you'll be doing:

Provide hands-on support throughout the onboarding process for both new and existing investors.
Assist clients through the subscription process, ensuring a seamless and positive experience.
Collaborate with internal stakeholders to address client needs and resolve any onboarding issues promptly.
Ensure all onboarding documentation is completed accurately and in a timely manner.
Maintain a high level of professionalism and client service in all communications.

Perks of working with them / What they offer:

Competitive Salary.
Strong commitment to individual Professional Development and growth opportunities
Engaging in team-building events and recognition.

Above and Beyond Talent is an equal-opportunity employer and staffing firm. We are committed to providing equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, or any other characteristic protected by law.