French-Speaking Client Onboarding Specialist

Insight Global; Chicago (IL); On-site; USD 70,000 - 95,000; Full time

Job summary

Insight Global in Chicago is seeking a Client Onboarding Advisor to serve as the primary contact for commercial and corporate clients throughout the onboarding journey, coordinating from initiation through account opening, Treasury and Payment Solutions setup, client training, and transition to ongoing service.

This hands-on, client-facing role requires managing multiple onboarding engagements, maintaining detailed plans, driving issues to resolution, and collaborating with Sales, Product,

Qualifications

• 3 to 5 years of banking experience with onboarding knowledge.
• Experience coordinating end-to-end onboarding and commercial account opening.
• Experience supporting or managing basic Treasury and Payment Solutions implementations.
• Strong client-facing communication skills to lead onboarding calls and trainings.
• Bachelor’s degree required.

Responsibilities

• Serve as the primary point of contact for clients throughout the onboarding lifecycle.
• Own and coordinate the client experience from initiation through implementation and transition to ongoing service.
• Manage multiple onboarding engagements while meeting timing, quality, risk, and compliance expectations.
• Coordinate commercial account opening activities, required documentation, approvals, dependencies, and internal handoffs.
• Manage setup, configuration, testing, and implementation of Treasury and Payment Solutions based on client needs.
• Develop and maintain implementation plans, milestones, responsibilities, and status updates.

Skills

Banking experience

Client onboarding

Stakeholder management

Multitasking

Communication skills

Training and coaching

Regulatory awareness

MS Office

Education

Bachelor's degree in Business Administration, Finance, Accounting, or related discipline

Tools

Microsoft Office

Job description

Insight Global in Chicago is seeking a Client Onboarding Advisor to serve as the primary contact for commercial and corporate clients throughout the onboarding journey, coordinating from initiation through account opening, Treasury and Payment Solutions setup, client training, and transition to ongoing service.

This hands-on, client-facing role requires managing multiple onboarding engagements, maintaining detailed plans, driving issues to resolution, and collaborating with Sales, Product,