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Job Details

Client Onboarding and Support Associate

  2026-03-18     Qode     all cities,AK  
Description:


Client Onboarding and Support Associate

Location - USA

Role and responsibilities · First Point of Contact for Live Clients: o Act as the primary point of contact for live clients, addressing any queries or issues promptly and effectively. o Provide exceptional customer service and support to maintain strong client relationships and ensure satisfaction. · Onboarding Request and Setups: o Manage the creation of onboarding requests and setups for new clients, ensuring all necessary documentation and processes are completed accurately and efficiently. o Coordinate with internal teams to facilitate the onboarding process and ensure timely setup of products and services. · Operational Coordination for Products and Services Setup: o Coordinate operational activities for the setup of products and services, ensuring that clients are " test ready" for seamless testing and integration. o Collaborate with cross-functional teams to address any operational challenges and streamline the setup process. · Warranty Support (cross business and functions) o Provide warranty support to new production clients, addressing any issues or concerns that arise after implementation. o Work closely with technical teams to troubleshoot and resolve technical issues, ensuring minimal disruption to client operations. · Client Communication and Relationship Management: o Maintain regular communication with clients to ensure their needs are met and expectations are exceeded. o Build and nurture strong relationships with clients, serving as a trusted advisor and advocate for their success.

Qualifications & Experience

· 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.


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