E635 | CLIENT ONBOARDING SPECIALIST

Job title: client onboarding specialist job description: this role is responsible for the onboarding of new clients, ensuring a seamless and efficient experience. the client onboarding specialist will work closely with cross-functional teams to deliver high-quality service and meet customer expectations. - responsible for customer interaction, documentation issuance, review, and system setups. - demonstrates a high level of diligence, motivation, and organizational skills. - focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues. - performs 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, to include delivery of very high quality service to customers and internal partners. - responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams. - determines new work procedures, analyzes complex and variable issues with significant departmental impact. - consistent delivery of high-quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards. - ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices. - establishes and m...