Client Onboarding Specialist

Mindlance; Charlotte (NC); Hybrid; USD 45,000 - 65,000; Full time

Job summary

A consulting firm is seeking a Client Delivery Consultant in Charlotte, NC (Hybrid) to assist the Sales team with the onboarding process for clients. This role involves managing client pipelines, coordinating with stakeholders, and acting as a central point for onboarding matters. The ideal candidate will facilitate document collection and ensure smooth coordination across support teams. This position requires strong collaboration skills and the ability to handle multiple client situations effectively.

Responsibilities

• Work closely with the Sales team to manage the pipeline of clients being on-boarded.
• Submit requests for all account opening/new client onboarding requests.
• Partner with Sales and clients to collect relevant agreements and documents.
• Act as a central point of contact for onboarding matters.
• Coordinate across support teams.

Job description

Location: Charlotte, NC (Hybrid)

Client is 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.

Responsibilities

• Work closely with the Sales team to manage the pipeline of clients being on‑boarded, establish priorities and provide regular status updates to 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
• Coordinate across support teams

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.