<h3>Job Description</h3>
Job Description
Onboarding Specialist
At Butterfly Effects, families are at the center of everything we do, and we recognize that our team members make all the difference. We are committed to creating meaningful change for children and families affected by autism, and we are looking for an Onboarding Specialist who shares that passion.
In this fast-paced and highly visible role, you will ensure that new team members - the individuals who help deliver on our mission - experience a smooth, efficient, and welcoming transition into the organization. Because this is a high-volume position, you will need to move quickly, stay organized, and manage multiple tasks with precision and care.
This hybrid position is based in our Deerfield Beach, Florida office.
Our families deserve the best, and that is why we hire the best. This role requires someone who is tech-savvy, detail-oriented, and motivated to improve the way we support our onboarding employees.
What Will You Be Doing?
<ul>
<li>Work in a fast-paced, high-volume environment to create a seamless and positive onboarding experience for new hires.</li>
<li>Create an excellent and welcoming experience for every new team member - after all, you are the ambassador of first impressions, shaping the early moments that set the tone for a meaningful and successful career with us.</li>
<li>Provide responsive, professional communication to new team members by answering questions and resolving concerns with empathy and clarity.</li>
<li>Ensure applicants move through the onboarding process in a timely manner while meeting all background and compliance requirements.</li>
<li>Complete HR data entry, systems setup, onboarding paperwork, and electronic filing accurately and efficiently.</li>
<li>Schedule and coordinate orientation meetings to support a smooth start for each new hire.</li>
</ul>
Who Are You?
<ul>
<li>1+ years of experience in an administrative role involving high volume, coordination, and communication. Experience in onboarding, recruiting, or HR is a plus.</li>
<li>Demonstrated ability to manage detailed administrative and data entry processes in a fast-moving environment.</li>
<li>Ability to work independently, prioritize workload, and deliver accurate results on time while managing multiple responsibilities.</li>
<li>Strong organizational and problem-solving skills, with the flexibility to adapt to changing priorities and needs.</li>
<li>Proficient in email and text communications; experience with HRIS systems is a plus.</li>
<li>Excellent interpersonal, written, and verbal communication skills, including active listening and a solution-oriented approach.</li>
</ul>
What's In It for You?
<ul>
<li>A mission you can believe in and a team you will be proud to support.</li>
<li>Competitive compensation and benefits package.</li>
<li>An opportunity to grow your career within a mission-driven organization that values people as much as performance.</li>
<li>An open and transparent company culture that encourages collaboration and continuous improvement.</li>
<li>First-hand experience working at an industry leader in a period of exciting growth.</li>
</ul>
Why Us?
Children and families are at the heart of our work, and we take care of the people who make all the difference - people like you.
You will gain a sense of purpose knowing your contributions make a meaningful impact on the lives of children and families across the country. Your work will directly support our vision to expand access to life-changing ABA therapy and help even more families thrive.
Who Are We?
Butterfly Effects has served more than 14,000 families since our inception in 2005. We have a long history of improving the lives of children and families affected by autism spectrum disorder through our family-centric applied behavior analysis (ABA) approach. Our mission is to deliver ABA treatment in partnership with families affected by autism to foster a more joyous life.
Our butterfly logo was chosen as a symbol of love, rebirth, and metamorphosis. Together, the name and logo represent our shared purpose and deep commitment to helping families create lasting change through individualized ABA therapy.
For more information, please visit <a href="http://www.butterflyeffects.com" target="_blank">www.butterflyeffects.com</a>.
 Job Posted by ApplicantPro

Onboarding Specialist

<h3>Job Description</h3>
Job Description
Help at Home is hiring an Onboarding Specialist!&nbsp;
Help at Home is the nation’s leading provider of high-quality support services to seniors and people with disabilities. Our clients need us more than ever to continue living independently in their own homes, while staying safe from high-risk facilities.&nbsp;&nbsp;
Help at Home leads the home care industry in protecting our clients, caregivers and employees. We provide priority vaccine access, a ready supply of quality PPE, and up-to-date training.&nbsp;
The Onboarding Specialist is responsible for providing onboarding support for our field staff. Onboarding Specialists are the point of contact for questions surrounding onboarding and compliance. Demonstrates respect, efficiency, and excellent communications, and maintains positive working relationships with colleagues.
BENEFITS:
Help at Home strives to be an employer of choice in your community and our employees are the foundation of our work. Eligible staff have the opportunity to enroll in a wide variety of benefit programs, along with lucrative bonuses in certain areas.&nbsp;
We offer a variety of in-depth training opportunities in order to provide our staff with the tools to be successful. Help at Home also offers strong career path possibilities for those employees who are committed to growing within the organization.&nbsp;
DUTIES/RESPONSIBILITIES:
<ul>
<li>Ensure all new hires comply with company, Federal, and State regulations required for employment.</li>
<li>Manage the onboarding process for assigned applicants. Create necessary profiles in various systems to ensure timely and accurate information is stored and tracked throughout the onboarding process.</li>
<li>Employment eligibility and verification:</li>
<li>Administer background checks and discretionary risk assessments, completion of I-9s, references, EPS Staff Checks, Social Security Verifications, and certification authentication, etc.</li>
<li> </li>
<li>Compliance:</li>
<li>Maintain application profiles in Applicant Tracking System.</li>
<li>Gather and process employee fil paperwork and ensure quality and accuracy of all documents.</li>
<li>Communication:</li>
<li>Completes outbound phone calls to assigned applicants at least two times per week.</li>
<li>Follows up with text message and email communication when phone calls are unsuccessful.</li>
<li>Maintains a positive working relationship with all areas of the business. Regularly communicates with direct supervisors to address concerns and offer solutions.</li>
<li>May also perform skilled administrative tasks including:</li>
<li>Maintain confidential records (office employee files, health records, protected information).</li>
<li>Answer phones, file, copy, fax, scan etc. as required.</li>
<li>Participates in staff meetings, company sponsored trainings and team meetings as directed.</li>
<li>Performs other job-related duties as assigned.</li>
</ul>
REQUIRED SKILLS/ABILITIES:
<ul>
<li>Proven experience in onboarding in high-volume, non-exempt hiring.</li>
<li>Excels at problem solving and isn’t afraid to change courses when things aren’t working.</li>
<li>Focuses on what we can control and is a good influencer in the business.</li>
<li>Understands the candidate and field experience is key to achieving our goals.</li>
<li>Sets a great example to the team by consistently achieving goals and having a positive attitude.</li>
<li>Flexibility to adapt to a dynamically changing environment.</li>
</ul>
EDUCATION AND EXPERIENCE:
<ul>
<li>Prior office experience including data entry and compliance review.</li>
<li>Intermediate computer skills (Microsoft Suite).</li>
<li>Customer service and high phone volume experience preferred.</li>
</ul>
PHYSICAL REQUIREMENTS:
<ul>
<li>Typical office setting, indoor and extensive use of computer.</li>
<li>Minimal lifting, bending but role typically requires long periods of sitting.</li>
<li>Ability to travel between assigned locations as needed.</li>
</ul>
Data Security and Privacy Statement:
At Help at Home, we prioritize protecting your personal information during the hiring process. We comply with all relevant data privacy regulations, including HIPAA and SOX where applicable. Your data will only be used to assess your employment suitability and won't be shared with unauthorized parties.
We use strong security measures to protect your information from unauthorized access or disclosure. By submitting your application, you consent to this process. You can access, modify, or request deletion of your data by contacting us.
Employees must adhere to our data protection policies and legal requirements to safeguard sensitive information.

<h3>Job Description</h3>
Job Description
The Onboarding Specialist is responsible for accurately and timely completing all required new hire tasks. This role is fully remote and hourly-full-time. The required work hours are between 11:30am-8:00pm Central or Mountain time, with flexibility for weekends. Overtime may be available. Bilingual is preferred. Pay range is $18-22 an hour.
Essential Functions:
<ul>
<li>Responsible for ensuring accurate completion and processing of all compliance documents including I9 documents, company acknowledgements, state and federal tax forms, employee personal and contact information, direct deposit information, other forms and documents as required.</li>
<li>Responsible for the orientation process of new hires, including a brief explanation of benefit programs, explanation of pay dates and processing, explanation of paid-time-off policy, explanation of the company mission, vision, and values, and the initial safety training appropriate to the person's role</li>
<li>Ensures communication with the hiring manager is timely and appropriate</li>
</ul>
Competencies:
<ul>
<li>Excellent interpersonal skills</li>
<li>Ability to multitask</li>
<li>Ability to explain tasks and concepts</li>
<li>Skill with Microsoft Office and HR systems software</li>
</ul>
Qualifications:
<ul>
<li>1+ years' experience with HR systems and processes</li>
<li>1+ years' working in a service-related position</li>
</ul>
Work Authorization Requirements:
<ul>
<li>Must meet I9 requirements</li>
</ul>
Affirmative Action/EEO Statement:
The position requires employees to be able to pass a background check and drug screen as required for this job. Must meet I-9 requirements.
The company provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
Other Duties:
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

<h3>Job Description</h3>
Job DescriptionDescriptionPosition Overview:&nbsp; Concurrent’s Base Camp team is an elite, bicoastal team of talented and driven professionals who work together to achieve common goals. As the face of the firm, our department is in the business of making great first impressions that lead to lasting relationships. In your role as an Onboarding Specialist, you will collaborate with your team to provide all the support and training an advisor needs to move their book of business to Concurrent. Answering any questions that arise, you will act as a liaison between the advisor’s office and other internal departments. We pride ourselves on providing indispensable customer service to all our advisor offices, doing whatever it takes to answer questions, resolve problems, and maintain great relationships.&nbsp; We are seeking a highly motivated and detail-oriented Onboarding / Implementation Specialist to join our team. This role is critical in ensuring a seamless onboarding experience for new clients and efficient implementation of new processes and technologies within the firm. The ideal candidate will possess strong project management skills, a deep understanding of financial services, and the ability to communicate effectively with clients and internal teams. Key ResponsibilitiesClient Onboarding:
<ul>
<li>Coordinate and manage the conversion of new clients, ensuring a smooth and efficient onboarding process.</li>
<li>Serving as the relationship manager, main point of contact, and escalation point for new advisors moving to Concurrent</li>
<li>Gather and verify all necessary client information and documentation.</li>
<li>Establish new accounts and ensure accurate setup within the firm's systems.</li>
<li>Provide ongoing support to clients during the conversion phase, addressing any concerns or questions.</li>
<li>Answering and fielding questions on a variety of financial topics—including operations, branding, compliance, and wealth management—as well as developing a strong knowledge base of other financial firms</li>
</ul>
Implementation:
<ul>
<li>Lead the implementation of new processes, technologies, and systems within the firm.</li>
<li>Coordinating informational discussions and training sessions between departments, new advisors, and their staff</li>
<li>Collaborate with internal teams to ensure successful deployment and integration of new tools and platforms.</li>
<li>Train staff on new systems and processes, providing support and troubleshooting as needed.</li>
</ul>
Project Management:
<ul>
<li>Develop and maintain detailed project plans, including timelines, milestones, and deliverables.</li>
<li>Creating customized conversion timelines and running weekly check-in calls to ensure that new advisors have a smooth onboarding experience</li>
<li>Monitor project progress and ensure that all deadlines are met.</li>
<li>Communicate project status and updates to relevant stakeholders, including management and clients.</li>
</ul>
Compliance and Documentation:
<ul>
<li>Ensure all client onboardings and implementations comply with regulatory requirements and internal policies.</li>
<li>Maintain accurate and up-to-date records of client information and project documentation.</li>
<li>Educating new advisors and their staff on all areas of Concurrent</li>
</ul>
Data Management and Integrity:
<ul>
<li>Assist teams with spreadsheets and other data formats in organizing client data</li>
<li>Project manage bulk data uploads working with our technology partners and systems</li>
<li>Ensure data integrity and accuracy throughout the onboarding process</li>
</ul>
 Qualifications
<ul>
<li>Bachelor’s degree in finance, Business Administration, or a related field.</li>
<li>Minimum of 3-5 years of experience in financial services, preferably with a registered investment advisor or similar firm.</li>
<li>Strong understanding of investment products, financial planning, and regulatory requirements.</li>
<li>Proven experience in project management, with the ability to manage multiple projects simultaneously.</li>
<li>Excellent communication and interpersonal skills, with a client-centric approach.</li>
<li>Proficiency in financial software and tools, including CRM systems, portfolio management software, and Microsoft Office Suite (Outlook, Powerpoint, etc).</li>
<li>Advanced Excel Skills: Including but not limited to: Vlookup or Xlookup, Concatenate Functions, Pivot Tables, Get Data/Data Query Capabilities, etc</li>
<li>Detail-oriented with strong analytical and problem-solving abilities.</li>
<li>Ability to work in a fast pace environment while meeting specific deadlines.</li>
<li>PowerBi or Tableau experience is preferred</li>
</ul>
Preferred Skills
<ul>
<li>Project Management Professional (PMP) certification or similar credential.</li>
<li>Experience with specific financial software platforms (e.g., Black Diamond, Money Guide Pro, Custodian Systems).</li>
<li>Series 65 or willingness to attain</li>
<li>Familiarity with compliance and regulatory issues in the investment advisory industry.</li>
<li>Ability to work independently and as part of a team in a fast-paced environment.</li>
</ul>
Location / Schedule
<ul>
<li>This position will work in our San Diego, CA; Tampa, FL or Dallas, TX office. Remote work will be considered for qualified candidates.&nbsp;</li>
<li>Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays</li>
<li>Occasional evening/weekend hours may be requested.</li>
<li>Ability to travel up to 40%</li>
</ul>
Job Type&nbsp;
<ul>
<li>Full-time, Exempt</li>
<li>$75,000-$100,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities</li>
</ul>
 Benefits
<ul>
<li>401(k) matching</li>
<li>Dental Insurance</li>
<li>Disability insurance</li>
<li>Flexible schedule</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Paid time off (144 hrs)</li>
<li>10 paid Holidays</li>
<li>Vision insurance</li>
<li>Equity</li>
</ul>

<h3>Job Description</h3>
Job Description
Location: Hybrid (Milwaukee, WI) Category: Exempt, Full-Time Performance-Based Bonuses: Eligible
About Aventi Health
Aventi Health’s mission is to connect community pharmacies and covered entities using powerful technology that creates a meaningful partnership for the betterment of patients, providers, and the local community. We provide technical solutions that drive cost savings, improve operational efficiencies, and help healthcare organizations focus on patient care. 
About the Role
As an Onboarding Specialist at Aventi Health, you will play a critical role in ensuring that our clients experience a seamless transition onto our technology platform. Reporting to the Director of Implementation, you will serve as the primary point of contact for new clients during the onboarding process, guiding them through setup, training, and adoption. This role blends project management, client relationship building, and hands-on training to help covered entities and pharmacies unlock the full value of our solutions from day one. You will collaborate closely with internal teams and client stakeholders to ensure workflows are aligned, timelines are met, and end users feel confident and supported. This is a client-facing position where your ability to listen, problem-solve, and communicate clearly will directly impact client satisfaction and long-term partnerships.
Responsibilities
<ul>
<li>Lead clients through a structured onboarding journey, serving as their primary guide</li>
<li>Configure and validate system settings and workflows to ensure alignment with each client’s operational needs.</li>
<li>Deliver engaging training sessions and create clear documentation that empowers users to feel confident on day one.</li>
<li>Collaborate with internal Product, Support, and Sales teams to anticipate challenges, resolve implementation issues quickly, and prevent project delays.</li>
<li>Support data migration and system integrations, coordinating closely with technical teams to ensure accuracy and security.</li>
<li>Track onboarding milestones, proactively communicate progress, and keep projects on schedule.</li>
<li>Capture and share client feedback to continuously improve onboarding processes, training materials, and platform usability.</li>
<li>Act as a trusted advisor to clients, building relationships that set the foundation for long-term success with Aventi Health.</li>
</ul>
Qualifications
<ul>
<li>Bachelor’s degree in healthcare administration, business, information systems, or equivalent experience.</li>
<li>2+ years of experience in client onboarding, implementation, training, or customer success, ideally in healthcare, pharmacy, or health IT.</li>
<li>Proven ability to manage multiple projects and priorities with strong organizational and follow-through skills.</li>
<li>Clear, confident communicator able to adapt messaging for both technical and non-technical audiences.</li>
<li>Skilled at leading client training and presentations that engage and inspire adoption.</li>
<li>Comfortable learning new software quickly; experience with healthcare or pharmacy technology a plus.</li>
<li>Naturally collaborative, building trust with clients and cross-functional teams alike.</li>
<li>Detail-oriented problem solver who thrives in fast-moving, client-facing environments.</li>
</ul>

<h3>Job Description</h3>
ABOUT FACTOR A/E:
Factor A/E is an online web application that manages projects, budgets, schedules, and invoicing for firms in the architecture and engineering (A/E) industry. Because the app replaces existing products or manual processes when adopted, onboarding to Factor is a hands-on and involved process. We are continuously seeking to enhance the onboarding experience through standardized tools and resources, and are seeking to grow the team that works with new customers and supports their journey of adoption.
 
We have an office downtown Fort Wayne, IN where our team works together most of the week, but we offer flexible work-from-home and paid-time-off policies. This is an ideal position for somebody seeking a high-tech and fast-paced environment.
 
JOB RESPONSIBILITIES
Seeking an individual that assists customers with onboarding to the Factor software system by providing resources, oversight, and direct support with new and existing customers. Job responsibilities include:
 
Primary Responsibilities:
<ul>
<li>Overseeing and coordinating onboarding plans and the Factor product specialists assisting customers</li>
<li>Reviewing processes for onboarding and pipeline tracking to recommend and implement enhancements</li>
<li>Assist in creating or requesting re-usable digital materials to pre-emptively help users</li>
<li>Working with new customers to establish needs and goals in adopting Factor</li>
</ul>
 
Secondary Responsibilities:
<ul>
<li>&nbsp;Back-up for product support staff, particularly when onboarding customers request assistance</li>
<li>Follow-up with customers that have less immediate or urgent requests</li>
<li>Presenting new and existing features to educate customers on how to adopt them for their business</li>
</ul>
 
RECOMMENDED EXPERIENCE
Experience in a customer-facing role with heavy communication is expected:
<ul>
<li>Work in training, support, or customer service preferred</li>
<li>Work in sales or project management may qualify</li>
</ul>
Experience tracking process workflow is necessary:
<ul>
<li>Work in task, ticket, or process management tools to track status and follow-ups</li>
<li>Experience planning and triaging time-sensitive work items</li>
</ul>
Understanding of basic business subject matter is expected:
<ul>
<li>Willingness to learn our product inside and out to understand how companies adopt, use, and benefit from it</li>
<li>Basic understanding of project management</li>
<li>Rudimentary understanding of accounting</li>
<li>Basic understanding of professional services businesses</li>
</ul>
Experience with media creation tools is preferred:
<ul>
<li>Work creating documents and multi-media in Adobe Creative Suite or with other similar creative tools</li>
</ul>
 
SKILLS / CAPABILITIES OF THE JOB
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Soft Skills
Able to provide customer service with a balance of empathy and practicality
Comfortable speaking to users at various levels of an organization
Capable of organizing and prioritizing incoming requests
Able to follow a plan when possible and adapt to special requests when reasonable
Technical Skills
<ul>
<li>Uses modern communications software on mobile and stationary devices</li>
<li>Uses modern platforms for task coordination, tracking, and follow-up</li>
<li>﻿Uses standard office tools and more advanced creative tools to create and share documents</li>
</ul>

<h3>Job Description</h3>
Job Description
About ABC Legal Services:
ABC Legal Service is proud to be the national leader in service of process. We are a team of 1000 and growing with offices in Los Angeles, Oklahoma City, Phoenix, Brooklyn, Chicago, Washington DC, and more. Seattle is our home and headquarters. We've been successful in this unique business for over 30 years and we continue to advance our technology and business processes to remain years ahead of what our competition is able to offer. Our focus is to expand our technology lead, acquire and integrate less efficient competitors, and tap into new segments through an integrated inbound marketing and sales approach. 
Job Overview:
The Onboarding &amp; Integration Specialist is responsible for owning the end-to-end new employee onboarding journey, coordinating across HR, hiring managers, IT and the new hire, to ensure a seamless, efficient, and high-touch experience from offer acceptance through the end of the first 90 days (or first week/first month milestones). This is a project-management style role within HR: you will help ensure that the new hire has all necessary equipment, training, introductions, orientation, and is properly handed off to their hiring manager and team. You will also help measure and continuously improve the onboarding process and employee experience.
Key Responsibilities
<ul>
<li>Collaborate with Talent Acquisition / Recruiting to align on offer acceptance, start date, new-hire paperwork and pre-onboarding communications.</li>
<li>Serve as the primary point-of-contact for the new hire during the onboarding period: send welcome communications, set expectations, share timeline, answer questions.</li>
<li>Partner with IT (or the outsourced/managed-services provider) to ensure that remote employees have all required equipment (computer/laptop, monitor(s), keyboard/mouse, headset, other peripherals), access credentials, software, work-from-home connectivity set-up, and that equipment is shipped/received in time.</li>
<li>Coordinate with HR operations/HRIS for completion of all mandatory new hire forms (I-9 / W-4 / benefits enrollment / policy acknowledgments etc.).</li>
<li>Design, schedule and manage the first-week orientation/training (company overview, culture &amp; values, compliance training, team introductions, job-specific training plan) and ensure the hiring manager and buddy/mentor are engaged.</li>
<li>Establish and monitor the first 30/60/90 day check-in schedule: coordinate with the hiring manager to ensure the new hire is meeting key milestones, feels connected, and that any issues are surfaced and addressed early.</li>
<li>Facilitate the "handoff" from onboarding to the hiring manager/community of practice: ensure the manager has a readiness checklist, knows status of new hire, has introductions lined up, and that the new hire is engaged with the team.</li>
<li>Maintain and update onboarding documentation, checklists, workflow diagrams, and dashboards (e.g., new hire status tracking, equipment status, training completion).</li>
<li>Continuously collect feedback from new hires and hiring managers (e.g., new-hire surveys at week 1 and week 30) and propose improvements to enhance the experience and reduce bottlenecks.</li>
<li>Ensure compliance with company policies, legal/regulatory obligations relevant to onboarding, data privacy, remote work provisions, equipment inventory and asset tracking.</li>
<li>Build and maintain relationships with cross-functional stakeholders (HR operations, IT, security, facilities if relevant, hiring managers) to streamline the onboarding process.</li>
<li>Occasionally support special onboarding-related projects (e.g., onboarding for acquisitions, new business units, remote/hybrid work roll-out, global/hybrid onboarding initiatives).</li>
</ul>
Qualifications
<ul>
<li>Bachelor's degree in Human Resources, Business Administration, Organizational Development, or related field (preferred).</li>
<li>2-5 years of HR operational experience (or project coordination) with a strong interest in new employee experience, project management, and process improvement. </li>
<li>Demonstrated ability to manage multiple concurrent tasks/projects, strong organizational skills and attention to detail; must be comfortable working cross-functionally and managing timelines/dependencies.</li>
<li>Excellent communication skills (verbal and written) with the ability to engage new hires, hiring managers, IT partners and senior stakeholders.</li>
<li>Proficiency with HRIS systems, onboarding/training workflow tools; familiarity with remote/hybrid work equipment logistics is a plus.</li>
<li>Strong customer-service mindset: viewing the new hire as the "internal customer" and striving to deliver a positive experience.</li>
<li>Proactive, self-starter who can identify issues, escalate when needed and drive to completion.</li>
<li>Ability to work in a remote/hybrid environment, manage shipping/asset tracking, and coordinate across geographic/time zone boundaries if relevant.</li>
</ul>
Performance Metrics
<ul>
<li>% of new hires who have equipment ready/received on or before day 1.</li>
<li>% of new hires who complete orientation/training milestones by end of week 1 / 30 / 60.</li>
<li>New hire satisfaction/experience scores (via survey) at week 1 and week 30.</li>
<li>Hiring manager satisfaction with onboarding process.</li>
<li>Time from offer acceptance to full productivity (or defined onboarding completion).</li>
<li>Reduction of onboarding process delays, equipment issues, training backlog.</li>
</ul>
We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. Join our team today!
Benefits:
<ul>
<li>Health, Dental, Vision insurance</li>
<li>401(k) with company matching</li>
<li>Paid time off</li>
<li>7 Paid company holidays</li>
<li>4 Floating holidays per-year</li>
<li>Life Insurance and AD&amp;D Insurance</li>
<li>Long Term Disability</li>
<li>Health Care Reimbursement Flexible Spending Account</li>
<li>Dependent Care Flexible Spending Account</li>
<li>EAP (Employee Assistance Program)</li>
<li>Pet Insurance</li>
<li>Company sponsored Orca Card</li>
<li>Growth opportunities </li>
</ul>
Location: Remote
Schedule:Full-time 
Pay range: $48,000 -$70,000

Onboarding & Integration Specialist

<h3>Job Description</h3>
Job Description
Summary:
The Digital Onboarding Specialist is a contact center agent that is an individual contributor who builds and maintains positive relationships with clients, that is committed to excellence through attention to detail and accuracy. Through a client centric, consultative and educational approach, the Digital Onboarding Specialist will build trust and rapport that will deepen client relationships and provide opportunities for revenue generation and client retention.
Job Responsibilities: 
Online Account Opening Fulfillment
<ul>
<li>Manages the Online Account Opening workflow to ensure a seamless client experience which includes the following:</li>
<li>Processes, approves and supports all phases of the online application process. </li>
<li>Identifies potential fraud patterns within the account opening process and escalates to management and appropriate departments (Risk Management, Fraud and BSA) with a sense of urgency.</li>
<li>Ensures all accounts are opened within CIP/compliance requirements.</li>
<li>Provides guidance to clients through the account opening journey via an omnichannel to reduce client friction and optimize the digital experience.</li>
<li>Ensures the security of client information and minimizes financial losses to the bank by following all account opening policies and procedures, performing client verification, eliminating social engineering, and identifying fraudulent and suspicious attempts for account takeover and identity theft, while also capturing critical client data. </li>
<li>Escalates client feedback to reduce client friction and identify areas for continuous process improvements to positively evolve the digital account opening experience.</li>
</ul>
Inbound Call Processing
<ul>
<li>Receives telephone inquiries from customers, as well as contacts through alternative channels.</li>
<li>Effectively manages large amounts of incoming calls.</li>
<li>Identifies and resolves issues, concerns, and requests for information regarding the Bank’s products and services to the satisfaction of the customer.</li>
<li>Utilizes appropriate technology and resources to effectively manage each customer interaction and strives for the goal of first call resolution.</li>
<li>Projects a professional image to the customer, ensuring that all customer service protocols are demonstrated in each interaction.</li>
<li>Leads by example by displaying a high level of customer service through internal and external interactions.</li>
</ul>
Other Responsibilities
<ul>
<li>Performs other job-related duties as may be assigned.</li>
</ul>
Job Requirements:
<ul>
<li>Minimum 2 years of client facing banking experience.</li>
<li>Extensive knowledge of digital channels and offerings (Digital Insight, FIS Bill Pay, Compass for Zelle, Ensenta for Mobile Deposits, CWSI for Card Payment Capabilities).</li>
<li>Extensive knowledge of digital and mobile devices, operating systems and browser configurations.</li>
<li>Experience with detecting fraud and preventing fraud.</li>
</ul>
Essential Skills
<ul>
<li>Candidate must have a proven history of exhibiting strong attention to detail.</li>
<li>Excellent interpersonal and communication (verbal and written) skills.</li>
<li>Strong time management and organizational skills.</li>
<li>Ability to work extended hours as necessary to accomplish work objectives.</li>
</ul>
Preferred
<ul>
<li>Experience working in a contact center.</li>
</ul>
Columbia Bank offers the following benefits:
<ul>
<li>Medical, Dental, Vision and Rx which are contributory.</li>
<li>Bonus programs.</li>
<li>Employee Stock Option Program (ESOP).</li>
<li>Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&amp;AD&amp;D).</li>
<li>Paid Time Off (PTO) which includes Personal and Vacation Time.</li>
<li>Paid Sick Time.</li>
<li>Bank Holidays.</li>
<li>Employees may participate in the 401k program.</li>
</ul>
 Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Digital Onboarding Specialist

<h3>Job Description</h3>
The Home and Community-Based Services onboarding Specialist &nbsp;is responsible for overseeing the onboarding process for new employees&nbsp;
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<ul>\n
<li>Coordinates the delivery of care and services to agency clients including responding to inquiry calls from clients, families, physicians, referral sources, and care managers, assigning and scheduling appropriate caregivers, and providing in-home visits as needed.</li>
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<li>Participates in the orientation of agency staff and caregivers.</li>
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<li>Assists with the management of the electronic visit verification process.</li>
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<li>Processes the payroll and billing of client services weekly.</li>
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<li>Assists in the maintenance of client and employee records including data entry as assigned.</li>
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<li>Participates in the organization’s performance improvement and compliance programs.</li>
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<li>Participates in the after hours on call rotation as assigned.</li>
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<li>All other duties assigned.</li>
\n</ul>
 
High school education or equivalent required.
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Skill Requirements:
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<ul>\n
<li>Scheduling and data entry experience preferred.</li>
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<li>Ability to coordinate many activities at one time.</li>
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<li>Strong customer service skills.</li>
\n</ul>

<h3>Job Description</h3>
Job DescriptionWould you like to be part of a collaborative, client-first culture where your contributions have a direct impact? If so, our client in Fort Worth, TX is looking for an Onboarding Specialist to join their growing team. In this pivotal role, you’ll be the first point of contact for new clients, guiding them through the onboarding process with professionalism, warmth, and precision. From paperwork to account setup, you’ll ensure every client begins their journey on the right foot. If you are passionate about delivering exceptional service and creating seamless experiences, please apply today!Requirements: 
<ul>
<li>Recent experience in customer onboarding and client onboarding</li>
<li>Possess strong interpersonal and communication skills</li>
<li>Excellent analytical skills</li>
<li>Ability to work well with a team or independently</li>
<li>Bachelor’s degree in business, finance or related field is a plus</li>
<li>Wealth management industry experience is beneficial as well</li>
</ul>
Hours: Monday – Friday, 8:30 am – 5:30 pmBenefits:
<ul>
<li>401(k) with match</li>
</ul>
Salary/Pay Rate: $17-18/hr.For immediate consideration, apply now! GH22668193#ZR

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