Client Onboarding Manager — Smooth Start, HMO & Dental

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

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.