Client Onboarding Specialist

About this role:">As a Client Onboarding Specialist, you will play a pivotal role in ensuring seamless customer onboarding at Flipdish. You will shape our clients' first impressions and set the tone for their journey with us.You will be responsible for guiding clients through our processes at their own pace, understanding the importance of personalised...

Job DescriptionThe eir evo Security Team is responsible for protecting and monitoring our clients' organisations. We provide 24x7x365 capabilities to protect, detect, analyse, and respond to cybersecurity incidents using a combination of technology solutions and a strong set of processes. This is a significant, established team supporting a range of...

Client Onboarding SpecialistLocation: DublinType: PermanentCategory: Customer Service, Office Support / AdminSalary: €30,000 - €34,000Are you passionate about providing customer service and helping clients succeed?My client is seeking an Onboarding Account Manager to join their dynamic team in Dublin. In this role, you will be the first point of contact...

Job DescriptionWe're seeking an experienced Onboarding Experience Specialist to join our team at Phorest Salon Software. As a key member of our Phorest Onboarding Team, you will play a crucial role in managing client onboarding for a subset of our clients.Your primary responsibility will be to orchestrate the onboarding journey, drive adoption and usage of...

Client Onboarding Specialist, Wealth ManagementClient Onboarding Specialist – Wealth Management TeamPermanent, Full TimeOffice based with some flexibility, DublinAbout ElkstoneElkstone is Ireland's leading alternative investments firm, specialising in private markets. Since 2011, Elkstone has sought to expand diversified wealth for high-net-worth...

TN Ireland is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology-based mutualized services for financial institutions for non-differentiating services.We are seeking...

Job Summary:The Onboarding Experience Specialist will play a critical role in driving client engagement and satisfaction at Recruiters. This position involves managing client onboarding, conducting product demonstrations, and addressing client service issues. If you are passionate about delivering exceptional customer experiences and have experience in a...

Key Responsibilities">The successful candidate will play a pivotal role in evolving internal processes and contributing to the team's development, fostering relationships with investors, assisting with client onboarding and quality checks, reviewing FATCA/CRS documentation, ensuring compliance with policies and procedures, managing relationships with...

Abrivia Recruitment Specialists is hiring an Onboarding Specialist for our Dublin office. This role involves working closely with new clients to guide them through the onboarding process and ensure their success with our product.You will be responsible for managing the onboarding and implementation process, providing exceptional support, and ensuring our...

Job DetailsVacancy Name: Fund Onboarding SpecialistLocation: DublinEmployment Type: PermanentDepartment: Client OperationsDescription:The Carne Group is seeking an ambitious and detail-oriented individual to join our dynamic team as a Fund Onboarding Specialist. As a key member of our Client Operations department, you will play a vital role in supporting the...

TN Ireland is seeking a skilled Onboarding Experience Specialist to join our team.About the Role:The successful candidate will be responsible for designing and implementing seamless onboarding experiences for clients.Key Responsibilities:Design and develop client user journeys to improve onboarding efficiencyCollaborate with technology partners to drive...

About UsAt Phorest, we are a rapidly growing tech company on a mission to empower beauty businesses around the globe. Our software suite is designed to enhance client experiences, streamline operations, and drive business growth. With a strong presence in the beauty industry, we foster innovation, excellence, and community.The OpportunityWe are seeking an...

Job DescriptionWe are seeking a highly organized and detail-oriented individual to join our Compliance/Client Onboarding team at Mazars.The successful candidate will provide administrative support and assist with client onboarding procedures, ensuring seamless transitions for new and existing clients.Key Responsibilities:Carry out the onboarding of new...

Key ResponsibilitiesThe successful candidate will be responsible for:Onboarding new clients and maintaining existing relationships.Conducting thorough client due diligence and verification processes.Evaluating and escalating potential AML risks.Maintaining accurate records and reports of AML procedures.Providing guidance and support to colleagues on AML...

ResponsibilitiesSupport the implementation team in all aspects of client onboarding, including building and maintaining technical infrastructure.Create and update client templates, incorporating client feedback and ensuring high levels of detail and accuracy.Configure and manage campaigns and configurations.Update and maintain documentation.Ensure quality...

As a Client Onboarding Manager at Oliver James Associates Ltd., you will be responsible for managing the entire client onboarding process for private equity funds.This involves handling a diverse client base, including institutional clients, pension funds, high-net-worth individuals, and family offices.Key Responsibilities:Foster strong relationships with...

The Panel Group is seeking a skilled Client Onboarding Manager to oversee the smooth transition of new clients into our services. This role requires strong organizational skills, effective communication, and the ability to manage multiple tasks simultaneously.Key Responsibilities include:Developing and implementing efficient onboarding processes to ensure...

We are looking for a Senior Onboarding Specialist to work closely with our Clients in Dublin City Centre. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and driving business growth.The successful candidate will have a strong background in Customer Success, Training, or L&D, with a minimum of 2 years of...

About the RoleWe are seeking a highly skilled Restaurant Onboarding Specialist to join our team at Toast Tab, Inc. As a key member of our customer success group, you will be responsible for ensuring seamless onboarding experiences for our clients.Your primary focus will be on managing complex projects, developing and executing detailed onboarding plans, and...

Get AI-powered advice on this job and more exclusive features.Work Set Up: Permanent RemoteType of Contract: Full TimeEquipment Provision: Bring-Your-Own-Device (BYOD)Schedule: 1PM - 10PM ISTWhat does a day in the life as an Onboarding Specialist look like?Conduct welcome calls with new customers (2-3 per day).Gather necessary information from clients (web...