Under direct supervision, this role supports clients during their on-boarding experience. It involves working with internal business partners to understand and address client requirements, evaluating and configuring these requirements for new client set-up, and documenting and providing solutions with guidance from leadership. The role also manages and executes the process of migrating client data from legacy systems, ensuring all internal controls and procedures are followed for accuracy. Additionally, it involves training clients to ensure they are fully conversant with software and services, proactively monitoring clients to identify potential issues with assistance from senior team members, and being alert to customer trends and potential problems. The role requires managing and organizing multiple overlapping project deadlines. Additional responsibilities may be assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED