Onboarding Specialist

Summary:

CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks and supports the journey of a prospect in becoming a client. The role serves as the first point of contact for addressing daily requests from prospects, and provides technical support needs for a variety of client operational issues and bank transaction inquires.

The right candidate will positively influence the client experience by effectively communicating and delivering accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in timely manner. The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers. Serve as email coordinator as assigned and effectively manage a universal, client facing, departmental email box within service level agreement and in a highly professional manner.

Skills:

• Strong written and verbal communication skills with passion for delivering world-class client experiences.
• Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.
• Detailed-oriented with a keen eye for accuracy & quality of work.
• Ability to multi-task, handle high volumes via work queues, and effectively manage time to meet service level agreements.
• Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy.
• Resourceful in researching inquiries and providing solutions in complex scenarios.
• Must be comfortable handling challenging and complex conversations with clients in a highly professional manner.
• Professional, thorough, and organized, verbal and written communication, with emphasis one effective follow-up skills
• Prior experience working in a consultative client facing role requiring client communication via telephone, video conference & email.
  
  

Compensation:

The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on several factors, including but not limited to, a candidate’s qualifications, skills, competencies, competencies, competencies, competencies, experience, location and end client requirements).

Benefits and Ancillaries:

Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.