Client Onboarding Associate

Job Description

REQUIREMENTS

• Bachelor’s degree or equivalent practical work experience.
• 1 to 3 years of experience in operations, client service, banking, legal, compliance, or another regulated or detail-intensive environment.
• Excellent written and verbal communication skills, including strong grammar, sound professional judgment, and the ability to write clear client-facing messages quickly.
• Demonstrated ability to stay organized, maintain meticulous records, and manage multiple deadlines and workstreams at once while intaking new requests.
• Capacity to work independently and figure out routine issues with limited supervision.
• Professional demeanor, discretion, and respect for confidentiality and company policies.
• Working proficiency in Microsoft Office, including Excel, and experience with CRMs.

RESPONSIBILITIES

• Acknowledge inbound requests from clients, internal teams, and banking partners promptly, confirm ownership, and communicate clear next steps and timing.
• Prioritize multiple active workflows to coordinate the collection, review, and tracking of onboarding documentation to support timely account opening and maintenance.
• Maintain accurate status trackers, account records, and internal systems so decisions, open items, and deadlines are always accurate, current, and accessible to senior team members.
• Draft polished and concise written communications for clients, banking partners, and internal stakeholders regarding requirements, status, and follow-up items.
• Manage inquiries received by phone, email, or other channels, resolve routine issues, and escalate higher-risk items appropriately after identifying likely solutions or next steps.
• Support process documentation and other projects that improve team consistency, responsiveness, and operational efficiency.
• Flexibility with respect to assigned responsibilities, shifting priorities, and evolving deadlines.

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