Hybrid Client Onboarding Specialist

Mindlance; Charlotte (NC); On-site; 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

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.