Client Onboarding Specialist

Strategic Staffing Solutions; Charlotte (NC); Hybrid; USD 60,000 - 90,000; Full time

Job summary

A leading company in financial services is seeking a Client Onboarding Specialist for a 6+ month hybrid role. The position involves managing client onboarding processes, coordinating with multiple teams, and necessitates excellent communication skills along with proficiency in Microsoft Office. Ideal candidates will thrive in a fast-paced environment and demonstrate project management capabilities.

Qualifications

• Excellent verbal, written, and interpersonal communication skills.
• Advanced skills in Microsoft Office (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Manage client onboarding for certain sales desks within the Corporate and Investment Bank.
• Support the Sales team with the end-to-end onboarding process for clients.
• Coordinate with the Negotiation Team and Operations to ensure timely account opening.

Skills

Communication Skills

Interpersonal Skills

Microsoft Office

Job description

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”

Job Title: Client Onboarding Specialist
Location: Charlotte, NC 28202
Duration: 6+ months
Hybrid work (3 days on site)

Job ref# 241943

Job Description:

• The role of the Client Delivery Consultant is to manage client onboarding for certain sales desks within the Corporate and Invest Bank.
• This position will support the Sales team and report to the Client Delivery Team.
• Seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration.
• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Clients. Sales, clients, the Negotiation Team and Operations
• Submit requests for all account opening / new client onboarding requests.
• Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations and Negotiation teams (e.g., organizational documents, Tax forms, etc.)
• Act as a central point of contact for onboarding matters related to the covered business in terms of:

o Setting priorities
o Driving execution
o Providing client documents
o Questions regarding client set-ups
o Tracking and reporting on status

• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place
• Work with Operations to ensure timely account opening.

Required Qualifications

• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Desired Qualifications

• Project Management experience
• Familiarity with Client Onboarding, Data Management
• Ability to work in a fast-paced deadline driven environment.

Job ID: JOB-241943
Publish Date: 05 Jun 2025

Tagged as: Client Onboarding Specialist