About The Position

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.

Requirements

  • High School Diploma or GED required
  • 3 years experience in industry or related field
  • Acute detail and accuracy skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Excellent customer relation skills
  • Proficient use of applicable technology
  • Ability to work in a team environment as well as independently
  • Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks

Nice To Haves

  • Bachelor's degree preferred

Responsibilities

  • Support clients during their on-boarding experience
  • Work with internal business partners to understand and address client requirements
  • Evaluate and configure requirements for new client set-up
  • Document and provide solutions for client requirements with guidance from leadership
  • Manage and execute the process of migrating client data from legacy system
  • Ensure all internal controls and procedures are followed for accuracy
  • Train clients and ensure they are fully conversant with software and services
  • Pro-actively monitor clients to identify problematic issues with assistance from senior team members
  • Be alert to customer trends and potential problems
  • Manage and organize multiple overlapping project deadlines
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