Client Enablement Specialist I

Fragomen•Ontario, CA

About The Position

Reporting to the Senior Client Enablement Management team, the Client Enablement Specialist I will provide vital support to various corporate functions and play an important role in assisting the leadership with managing client service teams and ensuring efficient and effective interactions with new and existing clients to the firm. As a Client Enablement Specialist I at Fragomen, you will: Participate on implementation calls and partner with Senior Manager and Team leads on assigned New Client Onboardings Act as the main point of contact in region for requirements or functional related process questions for client and legal team stakeholders Schedule recurring implementation meetings (including Senior Manager and assigned lead) with both internal and external clients Lead the elicitation and documentation of detailed onboarding process requirements Own projects (New Client Onboardings) in terms of managing inputs and outputs, coordinate timing and manage Assist Senior Manager and leads with resolving day to day client related questions Assist Senior Manager with new client onboarding presentations for in person client meetings Provide timely, accurate and efficient guidance for new client initiations of case requests in our system Develop and update an initiations manual/cheat sheet for each client according to defined procedure Assist with Client Implementations, collaborating with various internal teams – IT, Client Services, Finance, etc. Assist legal teams with off-boarding of clients Update and modify data in our client on-boarding library Create Ad-hoc reports for internal and external customers Analyse, report and provide solutions to process errors Communicate discrepancies and coordinate process needs to high profile clients Ensure smooth client onboarding procedures Assist with process documentation and process improvement initiatives Conduct in depth research of current client information as needed Assist with system improvements, project implementations, and ad hoc projects as needed

Requirements

Previous experience within immigration or related role preferred
Excellent organization and client engagement skills, as well as be able to multi-task in a faced paced role with competing demands.
Strong communication and writing skills
Familiarity with writing business protocols
Advanced MS Office including Word, Excel, PowerPoint, and Visio
Must possess strong organizational and data entry skills
Bachelor’s degree in business or business related field preferred

Nice To Haves

Experience with process mapping in Microsoft Visio preferred

Responsibilities

Participate on implementation calls and partner with Senior Manager and Team leads on assigned New Client Onboardings
Act as the main point of contact in region for requirements or functional related process questions for client and legal team stakeholders
Schedule recurring implementation meetings (including Senior Manager and assigned lead) with both internal and external clients
Lead the elicitation and documentation of detailed onboarding process requirements
Own projects (New Client Onboardings) in terms of managing inputs and outputs, coordinate timing and manage
Assist Senior Manager and leads with resolving day to day client related questions
Assist Senior Manager with new client onboarding presentations for in person client meetings
Provide timely, accurate and efficient guidance for new client initiations of case requests in our system
Develop and update an initiations manual/cheat sheet for each client according to defined procedure
Assist with Client Implementations, collaborating with various internal teams – IT, Client Services, Finance, etc.
Assist legal teams with off-boarding of clients
Update and modify data in our client on-boarding library
Create Ad-hoc reports for internal and external customers
Analyse, report and provide solutions to process errors
Communicate discrepancies and coordinate process needs to high profile clients
Ensure smooth client onboarding procedures
Assist with process documentation and process improvement initiatives
Conduct in depth research of current client information as needed
Assist with system improvements, project implementations, and ad hoc projects as needed

Benefits

We drive innovation and change.
We respect colleagues, embrace diversity, and empower others.
At Fragomen, pursuing an equal, diverse, and inclusive workforce goes beyond a policy. It’s part of our DNA—and always has been.
Year after year, we are recognized as leaders in diversity in our industry.
We have a deep history of giving back to the communities where we live and work—and we continue that mission today.
Serving the less fortunate by providing advice and community support where it is most needed allows us to help immigrants secure a better future for themselves and their families.
We believe there is more to success in business than generating profit—we want to do well by doing good.
We are committed to considering the impact that our business decisions have on our people, our planet, the communities in which we work and our clients.
Fragomen is focused on sustainability in our business operations and practices—and we know there is much work to be done, with countless opportunities available to minimize our impact on the environment
We are committed to implementing firmwide initiatives that support the health and wellness of our people, including programs to address work-life balance and benefits that cover a wide range of well-being needs of all employees.
Our #FragomenWorks program provides the ability to be successful at home or in the office, via Hybrid & Remote work arrangements.
Our Feedback Works process includes three managerial check-ins per year to help you progress in your career.
Unique learning programs like: Fragomen Academy, Leadership Academy, Practical Management Academy, and Regional Development Conferences.