Onboarding Specialist

Job description
Payrate: $29.58 - $29.58/hr.

Summary:
We are looking for a team member to support an assigned portfolio of prospects, assist with general on-boarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks and support the journey of a prospect in becoming a client.

Responsibilities:
• The role serves as the first point of contact for addressing daily requests from prospects and provides technical support needs for a variety of client operational issues and transaction inquiries.
• The right candidate will positively influence the client’s experience by effectively communicating and delivering accurate resolution of a prospect’s inquiry or application and providing guidance on a prospect’s financial business needs in a timely manner.
• The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers.
• Serve as email coordinator as assigned and effectively manage a universal, client-facing, departmental email box within service level agreement and in a highly professional manner.

Pay Transparency: The typical base pay for this role across the U.S. is: $29.58 - $29.58/hr. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience and the benefits package you select. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, 10 paid days off, 401(k) plan participation, commuter benefits and life and disability insurance.

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Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions. By applying for this position, you agree to Aditi’s use of AI technology, including calls from an AI Voice Recruiter.

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United States
California
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