Client Onboarding Specialist

Our client is seeking a motivated and detail-oriented Client Onboarding Specialist to manage the end-to-end onboarding process for new clients. Key ResponsibilitiesServe as the primary point of contact for new clients during the onboarding phase.Coordinate all onboarding activities, including data collection, documentation review, compliance checks, and system setup.Collaborate with internal teams such as Sales, Operations, Finance, and Compliance to ensure a seamless transition from sale to service delivery.Conduct onboarding calls and walkthroughs to familiarize clients with tools, platforms, and processes.Review and verify all client information and agreements for accuracy and regulatory compliance.Monitor onboarding progress and proactively resolve any delays or issues.Maintain onboarding trackers and provide regular updates to management on status and KPIs.Identify process improvement opportunities to enhance client experience and reduce onboarding time.Support client training sessions and provide post-onboarding assistance as required.Required Qualifications & ExperienceBachelor’s degree in Business Administration, Finance, or related field.2+ years of experience in client onboarding, customer success, or account implementation roles (B2B preferred).Experience in financial services, SaaS, professional services, or consulting is a strong advantage.Strong understanding of client lifecycle management (CLM) and documentation processes.Excellent communication and relationship management skills.Strong organizational skills with the ability to manage multiple clients and priorities simultaneously.Proficiency in CRM tools (Salesforce, HubSpot, or similar) and MS Office / Google Workspace.Detail-oriented, process-driven, and customer-focused mindset.We are fully GDPR compliant and take your privacy seriously. Your data is never sold to third parties. You may receive marketing emails from our company group only.