Client Onboarding & Operations Coordinator (Part-time)

Knight Insurance Group•Addison, TX

7d•Onsite

About The Position

Covered Care works with merchants and partners to provide financing solutions that make services and purchases more accessible. The Client Onboarding team supports new merchants and locations through setup and activation, helping ensure the process is accurate, organized, and efficient. The Client Onboarding & Operations Coordinator is a part-time, in-office role on Covered Care’s Dallas team. The schedule is flexible based on business and department needs, and hours may vary with workload and coverage requirements. Prior fintech or merchant onboarding experience is not required. The position may offer additional or full-time hours as the department grows. The coordinator supports merchant onboarding from application submission through activation, reviews documentation, follows up on outstanding information, manages onboarding work queues, and assists with account and location setup. The role also involves communicating with merchants, partners, aggregators, and internal teams; maintaining accurate records and trackers; supporting reporting and quality checks; protecting confidential information; and helping improve recurring workflows. The position offers room to grow within Covered Care. Strong performers may take on additional hours and responsibilities in client onboarding, partner communication, account management, quality assurance, reporting, process improvement, and broader operations.

Requirements

Reliable, accountable, organized, and detail-oriented, with strong follow-through.
Able to manage multiple priorities and stay focused in a process-driven environment.
Clear, professional written and verbal communication with a helpful, service-oriented approach.
Comfortable working independently after training while collaborating closely with a team.
Good judgment, problem-solving ability, and willingness to verify information and escalate appropriately.
Adaptable, coachable, self-motivated, and comfortable learning new processes and changing priorities.
Respectful of confidential information and committed to accuracy, professionalism, and dependable work.
Interested in building a career in onboarding, operations, client services, or a related field.
Computer proficient and comfortable learning new technology, including everyday computer applications, web-based tools, spreadsheets such as Excel or Google Sheets, and CRM, ticketing, case-management, or workflow systems.

Nice To Haves

Experience in administrative coordination, client or customer service, operations, account coordination, banking or financial services, healthcare administration, customer support, implementation, project coordination, or another process-driven environment is helpful but not required.
Prior fintech or merchant onboarding experience is not required.

Responsibilities

Support merchant onboarding from submission through activation and keep assigned applications moving forward.
Review applications and supporting documentation for completeness, accuracy, and consistency with established procedures.
Request missing information, communicate next steps, and follow up until outstanding items are resolved.
Manage assigned onboarding tickets, queues, tasks, and follow-ups while maintaining clear and timely notes.
Assist with merchant and location setup, account changes, access requests, and routine verification requirements.
Coordinate professionally with merchants, partners, aggregators, and internal teams to keep work moving.
Protect confidential business and customer information and handle records responsibly.
Perform quality checks, maintain trackers, support reporting, and help identify errors before they create delays.
Track open items, use good judgment, escalate unusual situations, and ask questions rather than guess.
Help improve recurring workflows and take on greater ownership as knowledge and experience grow.