Onboarding Specialist managing onboarding activities and client due diligence at Coface. Ensuring compliance with AML/KYC regulations in a fast - paced financial environment.
About the role
- Senior Specialist managing client onboarding and engagement for Nasdaq eVestment’s solutions. Delivering exceptional client consultation and coordinating with internal teams for successful implementation.
Responsibilities
- Deliver exceptional client consultation and client onboarding experience.
- Lead onboarding meetings and customize training sessions to ensure successful implementation and rapid adoption.
- Serve as the primary contact throughout onboarding, providing hands-on support, technical guidance, and troubleshooting to deliver a consistent, high-quality experience.
- Coordinate with internal teams for a seamless transition from sales through onboarding to engagement.
- Proactively identify and resolve client concerns, supporting resell and relationship recovery efforts as necessary.
- Partner with broader revenue team to develop and implement strategies that enhance engagement, support renewals and price increase, and foster long-term loyalty.
- Collaborate with product and strategy teams to relay client feedback and contribute to solution enhancements that improve onboarding and engagement.
- Serve as an expert guide on Nasdaq eVestment solutions, providing clients with reliable and insightful assistance throughout their journey.
Requirements
- 5+ years of relevant experience.
- Background in client onboarding, engagement, or relationship management within financial services or SaaS industries.
- Mastery of project management and presentations.
- Strong technical aptitude and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Collaborates effectively with cross-functional teams.
Benefits
- 401(k) program with 6% employer match
- Employee Stock Purchase Program with 15% discount
- Student loan repayment program up to $10k
- Company paid life and disability plans
- Generous paid time off
- Comprehensive medical, dental and vision coverage
- Health spending account with employer contribution
- Paid flex days to support mental wellbeing
- Gym membership discounts
- Paid parental leave
- Fertility benefits
- Paid bereavement leave
- Company gift matching program
- Employee resource groups
- Paid volunteer days
- Education Assistance Program
- Robust job skills training and Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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