Remote Client Onboarding Lead

Capital One; Richmond (VA); Remote; USD 81,000 - 92,000; Full time

Job summary

Capital One is seeking a Senior Associate, Client Service Onboarding to join Treasury Management Operations. This role requires balancing client needs with risk while delivering an industry-leading onboarding experience.

You will manage end-to-end implementation activities, coordinate testing and training, and collaborate with internal partners and external vendors to ensure timely, accurate product setup and client satisfaction.

Qualifications

• High School Diploma, GED or equivalent certification required.
• At least 2 years in customer service, business process management or project management.
• At least 2 years of Microsoft Office or Google Suite experience.

Responsibilities

• Acts as the 'project manager' and the primary point of contact for new client / new product setups by defining and managing all implementation activities
• Creates and manages implementation project plans, coordinating internal and client stakeholders to ensure timely execution
• Coordinates with clients, and sometimes vendors of clients, to execute all required testing activities to ensure that the client has a smooth experience with their products from inception
• Liaises, collaborate and coordinates with business partners across the Commercial Bank, and sometimes with external vendors, to facilitate the timely setup of the clients' products and services
• Leads and facilitates all necessary training activities to ensure the client has a seamless transition as they begin to use their new products and services
• Develops solutions to treasury management problems based on subject matter expertise and research of areas within and beyond own area of responsibility

Skills

Customer service

Project management

Business process management

Communication skills

Education

Bachelor’s Degree

Tools

Microsoft Office

Google Workspace

Job description

Capital One is seeking a Senior Associate, Client Service Onboarding to join Treasury Management Operations. This role requires balancing client needs with risk while delivering an industry-leading onboarding experience.

You will manage end-to-end implementation activities, coordinate testing and training, and collaborate with internal partners and external vendors to ensure timely, accurate product setup and client satisfaction.