Onsite Customer Onboarding Guide

Platinum Coastal Group; San Antonio (TX); On-site; USD 21,000 - 28,000; Full time

Job summary

Platinum Coastal Group is seeking an entry-level, on-site onboarding/relationship assistant in San Antonio, TX. You will welcome new customers, explain onboarding steps, and coordinate with internal teams to ensure a smooth transition.

The role emphasizes face-to-face interaction, strong communication, and reliability in a fast-moving environment. No prior specialist experience required; customer-facing work from retail or hospitality can be relevant.

Qualifications

• Welcome new customers and explain the onboarding process.
• Guide customers through initial steps or services.
• Answer questions and coordinate internal support.
• Follow up to ensure a smooth transition.

Responsibilities

• Welcome new customers and explain the onboarding process.
• Guide customers through initial steps or services.
• Answer questions and coordinate internal support.
• Follow up to ensure a smooth transition.

Skills

entry-level

customer

customer service

Job description

Platinum Coastal Group is seeking an entry-level, on-site onboarding/relationship assistant in San Antonio, TX. You will welcome new customers, explain onboarding steps, and coordinate with internal teams to ensure a smooth transition.

The role emphasizes face-to-face interaction, strong communication, and reliability in a fast-moving environment. No prior specialist experience required; customer-facing work from retail or hospitality can be relevant.