Client Onboarding Specialist
4 days ago
Hybrid - Manila 1-3 Yrs Exp Bachelor Full-time
Job DescriptionDescriptionROLE SUMMARY
Our client is looking for an Onboarding Specialist to join their team. This role will be responsible for setting up new accounts, conducting training sessions, gathering data and documentation, and collaborating with other teams to ensure compliance.
WORK SCHEDULE: 8:00 AM – 5:00 PM Central Standard Time (10:00 PM – 7:00 AM Philippine Standard Time), follows Philippine holidays
POSITION TYPE: Full Time
WORK ARRANGEMENT: Remote
ESSENTIAL FUNCTIONS:
- Serve as the primary point of contact for new clients during the onboarding process
- Gather all necessary documentation and data required to set up new accounts or services
- Ensure accurate setup of accounts in internal systems, including payroll, benefits administration, retirement plans, or claims processing
- Conduct initial client training on TPA tools, platforms, and services.
- Coordinate with internal teams (e.g., IT, compliance, operations) to ensure seamless account activation
QUALIFICATIONS:
- A Bachelor's degree in the related field is preferred
- Experience in a multi-client environment
- Strong computer aptitude, which includes expertise with Microsoft 365 applications
- Strong organization, oral and written communication skills
- Analytical skills with particular attention to detail
- Aptitude in data management, analytics, reporting preparation
- Ability to function in an autonomous environment—independent worker, self-directed
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