Client Operations & Onboarding Specialist

Description:

Our client is a well-established financial services organization seeking a Client Operations & Onboarding Specialist to join their Business Operations team.

This is an exciting opportunity for a detail-oriented operations professional who enjoys coordinating client onboarding, managing operational processes, maintaining CRM data, and collaborating across multiple teams to deliver an exceptional client experience.

What You'll Do:

- Coordinate and manage the end-to-end onboarding process for new and existing clients
- Review documentation for accuracy, completeness, and compliance with internal requirements
- Track onboarding progress and maintain accurate records within CRM and internal systems
- Serve as the primary point of contact for onboarding inquiries, ensuring timely communication and follow-up
- Partner with Relationship Managers, Technical Support, and other internal stakeholders to deliver a seamless onboarding experience
- Create reports and maintain CRM data to support business operations and project initiatives
- Support CRM administration, including user access, data integrity, reporting, and ongoing system enhancements
- Identify opportunities to improve operational processes and support cross-functional initiatives
- Ensure onboarding activities are completed accurately and in accordance with internal policies and regulatory requirements

What We're Looking For

We're interested in professionals with experience in one or more of the following:

- Client onboarding or implementation
- Operations or contract administration
- Financial services, banking, lending, insurance, or another regulated industry
- CRM platforms such as Salesforce or similar systems
- Documentation review, compliance, quality assurance, or operational controls
- Reporting, data management, and process improvement

You'll also bring:

- Exceptional attention to detail and organizational skills
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- The ability to manage multiple priorities while maintaining accuracy
- A collaborative, customer-focused approach

Why Apply?

- Join a well-established financial services organization with a collaborative and supportive team culture
- Gain exposure to client operations, onboarding, CRM administration, and business process improvement
- Work cross-functionally with internal teams on impactful initiatives
- Fully remote work environment
- Six-month contract with strong potential for extension