Junior Client Onboarding

5 days ago

Ortigas Post Office, Philippines Traxion Tech Full time ₱240,000 per year

Basic Functions

The Junior Activation Associate will support the onboarding, training, and activation of clients in the fintech and EMI industry. The role ensures that new customers are successfully transitioned from sales to implementation by providing guidance, training, and hands-on support. This position requires strong communication and customer service skills, with the ability to deliver a smooth onboarding experience and ensure clients maximize the use of our products and services.

Essential Duties and Responsibilities

Onboarding & Training

  • Assist in facilitating onboarding sessions for clients transitioning from sales to live implementation.
  • Support in preparing and delivering training programs, presentations, and materials tailored to client needs.
  • Guide clients in setting up accounts, platforms, and digital tools to ensure readiness for use.
  • Respond to client questions and provide basic troubleshooting support during onboarding.
  • Work closely with internal teams (Sales, IT, Compliance, and Customer Support) to ensure accurate setup and smooth handover.

Activation & Account Support

  • Support client activation activities including account validation, documentation, and compliance requirements.
  • Monitor early-stage client activity to ensure proper system adoption and usage.
  • Address initial client concerns promptly and escalate issues when necessary.
  • Maintain accurate records of onboarding and activation processes for compliance and tracking purposes.

Customer Engagement

  • Conduct follow-ups with clients to ensure they are fully activated and comfortable with the platform.
  • Assist in gathering client feedback during the activation stage to identify areas for improvement.
  • Build and maintain professional relationships to support customer satisfaction and retention.

Job RequirementsTechnical / Industry Knowledge

  • At least 1 year of experience in activation, onboarding, training, account management, or customer support (preferably in fintech, EMI, banking, or finance).
  • Familiarity with fintech products, digital wallets, payment systems, or electronic money operations is an advantage.
  • Basic knowledge of compliance and documentation requirements in the financial industry.
  • Proficient in MS Office / Google Workspace and presentation tools.

Soft Skills

  • Strong communication and interpersonal skills.
  • Customer-oriented with excellent service delivery mindset.
  • Ability to learn quickly and adapt in a fast-paced environment.
  • Organized, detail-oriented, and able to manage multiple tasks effectively.
  • Willingness to travel for client visits when needed.

Educational Requirements

  • Bachelor's Degree in Business, Marketing, Education, Information Technology, or related field.
  • Fresh graduates with internship or training experience in customer-facing roles are encouraged to apply.

Job Type: Full-time

Pay: From Php20,000.00 per month

Work Location: In person

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