Client Onboarding Specialist Jobs

The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: Communicate and explain the data onboarding workflow to clients over calls and emails Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds Provision received accounts to the appropriate Addepar environments Work closely with data providers to tri

Job Title: Client Onboarding & Product Specialist Company: Paytm Location: Noida Department: Business / Customer Success / Product Role Overview We are looking for a proactive and customer-focused professional to manage the onboarding and adoption journey of new clients at Paytm. The role involves conducting product demos, guiding clients through setup and integrations, resolving onboarding challenges, and ensuring smooth adoption of Paytm’s solutions. The ideal candidate should have strong communication skills, a problem-solving mindset, and the ability to work closely with Sales, Support, and Product teams. Key Responsibilities Lead new clients through a smooth and structured onboarding process, ensuring successful product setup and activation. ● Conduct product demos, product tours, and personalized training sessions to help clients understand and effectively use Paytm’s solutions. ● Guide clients through WhatsApp Marketing integrations, campaign setup, and relevant product functionalities. ● Act as the primary point of contact during onboarding, addressing setup-related queries and troubleshooting issues to ensure a seamless experience. ● Monitor client adoption and proactively identify opportunities to improve product usage and engagement. ● Simplify complex product or technical processes and help clients move from initial onboarding challenges to confident product usage. ● Collaborate with Sales, Customer Support, and Product teams to resolve client issues and share actionable customer feedback. ● Track onboarding progress, client requirements, and issue resolution while ensuring adherence to defined SLAs. ● Monitor campaign performance and support clients in optimizing their multi-channel campaigns. ● Identify recurring client challenges and work with internal teams to improve processes, product experience, and onboarding journeys. ● Maintain accurate records of client interactions, onboarding status, feedback, and resolutions. Key Skills ●

Here’s a summary of the role: Love helping customers succeed? Thrive in fast-paced, client-facing environments where no two projects are the same? As an Onboarding Specialist , you’ll play a critical role in shaping the early customer journey—guiding clients from implementation through adoption and ensuring they realize value quickly. If you’re someone who enjoys project coordination, delivering impactful client training, managing multiple stakeholders, and building strong customer relationships, this could be your next great move. This is an opportunity to work with clients, senior stakeholders, and global teams while becoming a trusted advisor during one of the most important phases of the customer lifecycle. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Own and manage the end-to-end onboarding experience for assigned customers, ensuring a seamless transition from sale to adoption Lead onboarding projects by coordinating timelines, milestones, and internal stakeholders to deliver successful outcomes Deliver engaging product onboarding sessions and training to help customers quickly adopt and maximize value Configure customer environments and guide clients through setup and best-practice implementation Build trusted relationships with stakeholders including administrators, business leaders, and senior client contacts Partner cross-functionally with Customer Success, Product, Support, and Sales teams to resolve challenges and improve customer outcomes These are the essentials you’ll need to get an interview: 3–5 years of experience in customer onboarding, implementation, project coordination, or customer success Strong client-facing communication and presentation skills, with confidence engaging senior stakeholders Proven ability to independently manage multiple onboardin

About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. About the Role: We’re looking for a sharp, detail-oriented professional who is passionate about enabling self service within the College Pads PMC customer base. You will help scale how we onboard and support clients through automation, process optimization, and improve how ongoing client operations are delivered. You will work closely with Customer Success, Renewals, and Customer Operations to turn manual processes into scalable, self-service experiences. Your focus will be on improving data accuracy, increasing automation, and expanding CSM capacity by reducing manual, repeatable work. Over time, this role is expected to evolve into a Customer Success Operations function with greater ownership of systems and tooling. What You Will Own : Onboarding Operations & Process Execution- • Support and execute onboarding workflows designed by Customer Operations • Identify inefficiencies and recommend scalable improvements • Translate manual processes into structured, repeatable systems Self-Service & Workflow Automation- • Build and maintain forms, templates, and workflows that enable self-service onboarding and updates • Identify and implement opportunities to automate repetitive tasks • Partner with internal teams to test and roll out automation and AI-driven solutions Data Accuracy & Listing Management- • Own the quality and cons

Opportunity Overview: As Quality Specialist will implement quality measurements, scoring, and performance improvement data designed to improve operational efficiency while exceeding industry standards for quality performance. You will apply subject-matter expertise to guide and support the training and quality needs of Intake Operations. This includes building the success of the company through training and development. With a solid foundation in quality analysis, feedback, instructing/coaching; you are expected to be flexible and nimble in your role to manage short- and long-term projects as well as dealing with day-to-day QA tasks. Cohere culture is one of partnership and ownership. What you’ll do: Translate QA findings into clear insights and recommendations for operational leaders and cross-functional partners. Develop and deploy structured coaching sessions based on audit findings to improve accuracy, decision-making, and skill development. Create and ensure accuracy of SOPs, job aids, workflow guides, and new product readiness materials. Facilitate onboarding and ongoing upskilling sessions using adult learning principles and SME feedback. Lead QA/Training side of project implementations by operationalizing workflow changes, quality expectations, and training updates into the business. Partner with Product, Clinical, Client Services, and Operations to validate workflow changes and identify potential quality or compliance risks. Support change management by communicating process updates and aligning QA expectations across impacted teams. Serve as a subject matter expert and advisor to frontline leaders on quality trends, training needs, and operational readiness. Manage multiple concurrent priorities with independence, ownership, and accountability for deliverables, exercise discretion and independent judgment. Step into operational queues to maintain service levels and ensure continuity of operations, as needed during high-volume periods. Other duties as assig

Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com . In the Specialist, Concierge Services role, you’ll interface with our entire Enterprise product suite, including Knowledge Graph, Pages, Reviews, Listings, Knowledge Assistant, and more! You will gain a comprehensive understanding of complex enterprise businesses’ digital strategy/goals while providing personalized, consultative, and technical support – or, as we call it, Yext Concierge Services. Onboarding includes a comprehensive training program, which will empower you with skills, resources, and confidence to apply your individual talents to Yext and our customers. What You’ll Do Role is 100% field-user facing, with daily responsibilities that include, but are not limited to, being available for phone and email support, 1:1 training, and other department tasks. Troubleshoot platform and client-specific inquiries via telephone and email support, and maintain inbound queue management strategies to ensure adherence to the SLA Interpret customer requests, tailor your conversations according to their needs, and effectively communicate these needs to ensure we are exceeding client expectations - every time! Work cross-functionally with Client Success, Services, Engineering, and Product teams to deliver full 360-support and surface trends that en

Location: Athens, Gr Weekly office requirement: Hybrid – 2 days per week Employment type: Permanent Seniority level: Mid At GWI we're always looking for extraordinary people who thrive on making an extraordinary impact. Right now we're looking for an Information Security GRC Specialist to play a key role in our Legal team in London. If that's you, and making a difference gets you out of bed in the morning, keep reading. It could be the start of something, well, extraordinary. Sounds great, what will I be doing? 🤔 As our Information Security GRC Specialist you'll play a pivotal role in shaping the future of security compliance at GWI. Reporting into our General Counsel and working closely with our Information Security, Product, and Technology teams, you'll own our compliance posture across security frameworks, vendor risk, and client-facing security requirements — while building a security-conscious culture across the business. A few things you'll be responsible for: 👉 Own and maintain GWI's ISO 27001 certification and compliance across relevant security frameworks, keeping our posture sharp as the threat landscape evolves. 👉 Develop, implement, and maintain information security policies and procedures aligned with industry best practices. 👉 Lead vendor risk management and client security assessments — including responding to client security questionnaires and onboarding requirements. 👉 Build and maintain GWI's security trust portal, showcasing our credentials to clients and stakeholders using tools such as Drata or Vanta. 👉 Drive security awareness across the business through training programmes and internal communications that promote a strong GRC culture. It's also fun; shaking things up is what working for GWI is all about. You'll need to be flexible, comfortable with continuous change, and working in a high-tempo environment. What do I need to bring with me? 🧳 You'll need to be able to demonstrate the core skills this role requires. You don't have

Citi is looking for a Senior Commercial Relationship Manager to focus on the origination and growth of an existing portfolio of commercial clients across the consumer products and services, industrials, and business and professional services sectors. In this senior individual contributor role, you will be instrumental in building Citi's commercial banking presence — identifying and converting target market prospects into new client relationships, while also deepening and expanding existing ones. Your ability to win new business, structure sophisticated financial solutions, and coordinate cross-functional teams will directly shape Citi's commercial banking growth across clients with revenues typically ranging from $20MM and up to $250MM, with a particular focus on companies operating globally or pursuing international expansion. Responsibilities Develop and maintain a disciplined target market plan, identifying and prioritising prospective commercial clients across diversified service sectors and converting those prospects into new, full-wallet banking relationships for Citi. Originate and onboard new client relationships where Citi serves as the primary banking partner, taking ownership of the full sales cycle from initial outreach and pitch through to mandate, onboarding, and activation. Manage and grow a portfolio of commercial clients, acting as the primary point of contact and trusted financial advisor for each relationship. Build and deepen client relationships through proactive outreach, identifying emerging needs, anticipating challenges, and delivering tailored, multi-product solutions that grow share of wallet. Structure and execute complex credit transactions, including global deals, by coordinating product specialists and subject matter experts to deliver customised outcomes aligned to each client's strategy. Lead the end-to-end cred

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c

About Remote Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. We make it possible for businesses of all sizes to recruit, pay, and manage international teams. With our core values at heart and future focused work culture, our team works tirelessly on ambitious problems, asynchronously, around the world. You can find Remoters working from 6 different continents (Antarctica left to go!) and all of our positions are fully remote. With Innovation as one of the core values, we have built Automation and AI capabilities into the requirements for every role. We encourage every member of the Remote team to bring their talents, experiences and culture to the table to help us build the best-in-class HR platform. If you are energetic, curious, motivated and ambitious, be part of our world. Apply now and define the future of work! What this role can offer you Step into a pivotal role at Remote, where you’ll be contributing to shaping the future of global employment. As a Specialist in our Onboarding Operations team within EOR Operations, you’ll have the unique opportunity to make a meaningful impact by enhancing the onboarding journey for our clients new employees across the globe. You’ll thrive in a collaborative, agile environment where your insights and dedication to excellence will drive real change. You will be reporting to the Manager, Onboarding Operations. What you bring Extensive Operations Experience : You have a strong background in operational roles, with a solid understanding of people operations (experience in employment and legal contracting is key). Contract Knowledge : Proficiency in handling employment contracts and similar legally binding documents, particularly within the HR or people management space. Adaptability : You excel in fast-paced, cross-functional settings, ideally within startups or high-growth companies, and are energised by evolving challenges. Team-Oriented Mindset : A true c