Title- Onboarding Specialist Location-Candidates must be located in Phoenix or Salt Lake City area. Will need to go to the office twice per month. Duration- 12 months
Summary:
CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks and supports the journey of a prospect in becoming a client.
The role serves as the first point of contact for addressing daily requests from prospects, and provides technical support needs for a variety of client operational issues and bank transaction inquires.
The right candidate will positively influence the client experience by effectively communicating and delivering accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in timely manner.
The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers.
Serve as Email Coordinator as assigned and effectively manage a universal, client facing, departmental email box within service level agreement and in a highly professional manner.
Responsibilities:
Strong written and verbal communication skills with passion for delivering world-class client experiences.
Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.
Detailed-oriented with a keen eye for accuracy & quality of work.
Ability to multi-task, handle high volumes via work queues, and effectively manage time to meet service level agreements.
Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy.
Resourceful in researching inquiries and providing solutions in complex scenarios.
Must be comfortable handling challenging and complex conversations with clients in a highly professional manner.
Professional, thorough, and organized, verbal and written communication, with emphasis one effective follow-up skills
Prior experience working in a consultative client facing role requiring client communication via telephone, video conference & email.
About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation. At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $25.00/hr.
