Client Boarding Specialist -Payment/Merchant Services

Motion Recruitment Partners LLC; Charlotte (NC); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Motion Recruitment is aiding a major Financial Services firm in Charlotte, NC, hiring for a Quality Control & Account Boarding Specialist on a 12-month contract (hybrid). You will support onboarding operations, add locations, regulatory tasks, and contract management while working with Treasury, Sales, and Product teams.

This client-facing role focuses on merchant onboarding, payment gateways, and ensuring accurate account setup.

Qualifications

• Experience in merchant services, payments, and client onboarding.
• High-touch, relationship-driven role; not transactional.
• Client-facing experience selling POS systems at banks or similar.
• Experience with merchant onboarding and account/product setup.
• Understanding of credit card processing rails and merchant-facing operations.
• Exposure to FIS / CyberSource is a plus.
• Ability to understand Level 3 data, chargeback processes, and KYC documentation.
• High degree of professionalism with strong communication skills.
• Detail-oriented with strong problem-solving and process improvement skills.
• Proficiency in Microsoft Office; experience with account boarding systems is a plus.

Responsibilities

• Support our Merchant Services Onboarding team.
• CRM systems management.
• Set up merchant payment gateways and invoicing solutions.
• Manage client relationships (internal and external).
• Escalate issues when needed.
• Project and operations management.
• Collaborate with Treasury, Sales, Product teams.
• Help develop and implement the 100% QC process for location additions to improve accuracy and efficiency.
• Monitor account boarding workflows and suggest process improvements for speed and accuracy.

Skills

Merchant services

Client onboarding

Relationship-driven

POS systems sales

Account onboarding systems

Credit card processing

KYC / due diligence

Communication skills

Process improvement

MS Office

FIS / CyberSource familiarity

Level 3 data

Tools

CRM systems

Microsoft Excel

Word/Outlook

Job description

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for aClient Onboarding- Payment/Merchant Services in Charlotte NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Term: 12 months contract to hire

The Merchant Services Operations Group is seeking a Quality Control & Account Boarding Specialist to support onboarding operations, add locations, regulatory support, and contract management.

Required Skills & Experience

• Experience in merchant services, payments, and client onboarding.

Ideal candidates will have:

• High-touch, relationship-driven role — not transactional
• Focus on merchant/payments + client-facing experience
• Client facing - selling POS systems at banks or similar
• Experience with merchant onboarding and account/product setup.
• Understanding of credit card processing rails and merchant-facing operations.
• Exposure to FIS / CyberSource is a plus
• Ability to understand Level 3 data, chargeback processes, and client documentation (KYC).
• High degree of professionalism with strong communication skills
• Detail-oriented with excellent problem-solving and process improvement skills.
• Ability to work under tight deadlines in a fast-paced environment.
• Proficiency in Microsoft Office (Excel, Word, Outlook); experience with account boarding systems a plus.

What You Will Be Doing

• Support our Merchant Services Onboarding team.
• CRM Systems
• Set up merchant payment gateways & invoicing solutions
• Manage client relationships (internal + external)
• Escalate issues when needed
• Project & operations management
• Work closely with internal teams: Treasury, Sales, Product
• Help develop and implement the 100% QC process for location additions to improve accuracy and efficiency.
• Monitor account boarding workflows and suggest process improvements to enhance speed and accuracy.

Key Responsibilities:

• Team responsibilities:
• Help merchants get paid via payment gateways or invoicing solutions.
• Work with both internal teams (Treasury, Sales, product teams) and external third parties (FIS, CyberSource).
• Role is heavy on client interaction
• Communicate to peers to ensure understanding of errors and proper process for remediation
• Monitor account boarding workflows and recommend process improvements to enhance speed and accuracy.
• Work closely with leadership to provide updates on quality trends, escalations, and headcount discussions.

Why Join Us?

• Fast-track hiring process – interviews happening immediately!
• Manager is focused on hiring candidates to bring them on Full Time. (Contract-to-hire).
• Opportunity to shape and improve account boarding processes within a leading Merchant Services Operations team.
• Work closely with leadership in a high-visibility role.