Remote Client Onboarding & Data Migration Specialist

ACG Texas; New York (NY); Hybrid; USD 85,000 - 120,000; Full time

Job summary

ACG Texas is seeking responsible candidates for long-term consulting projects with a strong possibility of a full-time role after 12 months. Roles vary as they can be hybrid, fully remote or onsite depending on the specific role.

Responsibilities include facilitating client onboarding, managing data migrations, coordinating cross-functional teams, and leading client-facing calls to ensure accurate, compliant transitions across platforms.

Qualifications

• 2+ years in client onboarding, transitions, or financial services operations.
• 2+ years FIS product experience.
• Experience managing end-to-end onboarding for financial institutions including data migration.
• Proven data conversions and onboarding workflow experience.
• Strong project coordination and communication skills.
• Ability to translate client needs into platform enhancements.
• Proactive problem-solving and attention to detail.
• Proficient in Microsoft Office; onboarding tools experience a plus.

Responsibilities

• Facilitate client onboarding processes including system conversions, ensuring accuracy and compliance. FIS Product Experience Required (Phase3,WealthStation,GMI,Loanet,R3, etc).
• Conduct analysis, reconciliation, and review of incoming and outgoing data to support seamless platform transitions.
• Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations.
• Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle.
• Lead project management activities for onboarding and conversion efforts, including scheduling, reporting, issue tracking, and risk escalation.
• Support conversion activities for complex client relationships, ensuring accurate data migration.
• Review control reports and resolve issues that arise during onboarding and conversion processes.
• Coordinate cross-functional resources to meet client needs and ensure compliance with legal and regulatory requirements.
• Provide guidance to clients on platform features and assist in structuring their product or program offerings.
• Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle.
• Recommend process and product improvements based on analysis, client feedback, and platform usage insights.

Skills

Client onboarding

Data migration

Project coordination

Financial services

Regulatory understanding

Communication skills

Microsoft Office

FIS product experience

Tools

Onboarding systems

Data migration tooling

Job description

ACG Texas is seeking responsible candidates for long-term consulting projects with a strong possibility of a full-time role after 12 months. Roles vary as they can be hybrid, fully remote or onsite depending on the specific role.

Responsibilities include facilitating client onboarding, managing data migrations, coordinating cross-functional teams, and leading client-facing calls to ensure accurate, compliant transitions across platforms.