U.S. Client Operations Representative

Job Description

REQUIREMENTS

• Currently residing in the United States
• Strong written and verbal communication skills
• Professional, dependable, organized, and responsive
• Comfortable working with clients and online business platforms
• Able to handle confidential information responsibly
• Available during U.S. business hours when reasonably required
• Client service, onboarding, account management, SaaS, fintech, or administrative experience is preferred

RESPONSIBILITIES

• Welcome new clients and guide them through onboarding
• Explain required information, timelines, and next steps
• Respond to routine client questions and follow up on outstanding items
• Maintain accurate onboarding notes and client-status updates
• Coordinate between clients, management, and external service providers
• Serve as an authorized point of contact on approved platforms
• Complete required representative onboarding through secure provider portals
• Assist with routine platform requests and account administration

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