Client Data Setup & Onboarding Specialist

Conservice LLC; Mandan (ND); On-site; USD 42,000 - 66,000; Full time

Job summary

Conservice LLC is seeking a Setup Specialist in Mandan, ND to ensure accurate property data is collected, entered, and maintained in the Capturis system. You will interact with clients and account managers, input sensitive information, and support conference calls to discuss the setup process.

Successful candidates will explain complex ideas clearly, manage their workload independently, and solve issues using available resources. A collaborative, patient approach is highly valued.

Qualifications

• Able to explain complex ideas clearly, both verbally and in writing.
• Able to prioritize workload and manage time proactively.
• Able to analyze information and make unaided decisions.
• Patient and persistent in stressful situations.
• Skilled at solving issues using provided resources and tools.
• Enjoys collaborating with others.

Responsibilities

• Request information from clients and follow up via email or phone.
• Input sensitive information into the Conservice database and create GL files.
• Join clients and account representatives on conference calls to discuss the Capturis process.
• Gather and set up information related to the Capturis process.
• Communicate effectively about the setup process and data requirements.

Skills

Clear communication

Time management

Analytical thinking

Problem solving

Team player

Patience under pressure

Job description

Conservice LLC is seeking a Setup Specialist in Mandan, ND to ensure accurate property data is collected, entered, and maintained in the Capturis system. You will interact with clients and account managers, input sensitive information, and support conference calls to discuss the setup process.

Successful candidates will explain complex ideas clearly, manage their workload independently, and solve issues using available resources. A collaborative, patient approach is highly valued.