Client Onboarding Manager

Virtual Business Partners Pty. Ltd.; Cebu City; On-site; PHP 446,400 - 669,600; Full time

Benefits offered by this job

500k per incident HMO coverage

Dental & Optical benefits

2-week paid Christmas vacation

25k Educational Assistance

Training and equipment provided

Fixed schedule: Monday-Friday, 7 AM to 4 PM

Job summary

Virtual Business Partners Pty. Ltd. is hiring a Client Onboarding Manager to ensure a seamless onboarding experience for clients in Cebu City. The successful candidate will manage the end-to-end onboarding process, build strong client relationships, and lead a team. A Bachelor's degree in Business or Finance and a minimum of three years of experience in client services are required. The role includes benefits like HMO coverage, paid vacation, and educational assistance.

Qualifications

• Minimum of 3 years in client services or a related field within the financial services industry.

Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Build and maintain strong relationships with clients.
• Participate in client engagement activities.
• Seek opportunities to improve the onboarding process.
• Facilitate training and provide support to clients.
• Collect and analyze feedback from clients.
• Conduct Partnering for Performance sessions.
• Foster a positive work environment for team members.
• Lead and manage newly onboarded frontline team members.

Skills

Organizational abilities

Multitasking

Verbal communication

Written communication

Problem-solving

Attention to detail

CRM tools proficiency

Education

Bachelor’s degree in Business, Finance, or related field

Job description

Overview of the Role

The Client Onboarding Manager ensures a seamless and exceptional onboarding experience for new clients, fostering a strong relationship from the first interaction and setting the foundation for long-term success. The Client Onboarding Manager will be responsible for guiding clients and their respective team members through the initial stages of engagement, ensuring they feel valued, understood, and confident in our services.

Main duties include:

1. Manage the end-to-end onboarding process for new clients, ensuring all necessary documentation and procedures are completed accurately and efficiently.
2. Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding phase.
3. Participate in client engagement activities such as Business Discovery Tour, Client Conference, and other client visits.
4. Continuously seek opportunities to improve the onboarding process, ensuring it is as smooth and efficient as possible.
5. Facilitate training and provide support to clients and team members to ensure they understand systems and processes.
6. Collect and analyze feedback from clients to identify areas for improvement and ensure client satisfaction.
7. Conduct Partnering for Performance sessions with both clients and team members to address teething issues during onboarding.
8. Foster a positive and engaging work environment for team members, ensuring our core values are lived and fundamentals are observed regularly.
9. Lead and manage newly onboarded frontline team members

• Bachelor’s degree in Business, Finance, or related field
• Minimum of 3 years in client services or a related field within the financial services industry
• Strong organizational and multitasking abilities
• Excellent verbal and written communication skills
• Strong problem-solving skills and attention to detail
• Proficient in using CRM tools and related software

• 500k per incident HMO coverage + Dental & Optical benefits
• 2-week paid Christmas vacation
• 25k Educational Assistance
• Training and equipment will be provided
• Fixed schedule of Monday-Friday from 7 AM to 4 PM