New Career Bootcamp

The Cure for Career Confusion

  • Career Clarity Coaching
    • First Coaching Session Preparation
    • New Client Orientation & Welcome Document
    • Research Job & Career Ideas
      • Job Idea Evaluation Workbook
      • 100 – Overview of Job & Career Idea Research
      • 110 – How to Use the Job Search Profiles
      • 120 – How To Research Job & Career Ideas (Initial Strategies)
      • 130 – How To Research Job & Career Ideas (Advanced Strategies)
      • 140 – Salary Research Tools
      • 150 – Explore Industry Ideas
      • 160 – Research Other Peoples’ Career Transitions to Job Titles that Appeal to You
      • 170 – How to Research Job Titles at Companies that Appeal to You
      • 180 – Informational Interviews
    • How to Choose the Right New Career
      • Create a Career Vision Summary
      • Reduce Dimensionality
      • Don’t Trust Your Gut (Without Testing It)
      • Beware of the Giant Spreadsheet
      • Attain Distance
      • Conduct a Risk Analysis
      • Integrated Thinking
      • Accept Uncertainty
      • Ikigai Career Map
      • Marshall Goldsmith Strategy to Evaluate Job & Career Ideas
    • Do You Need To Be Passionate About Your Job?
    • Training Programs for Technology Jobs & Careers
    • Resumes, Job Search, Interviewing & More
  • Quick Question Coaching
  • Resume Breakthrough
    • Introduction – Start Here!
    • Resume Breakthrough Training Video & Content Timeline
    • Career Change Resume Templates
    • ‘Done for You’ Resume Achievement Bullets
    • Strategically Choose the Best Experiences To Include On Your Resume
    • Customized Formats For Your Work Experience Section
    • More Tips & Tricks for Your Education Section
    • Stand Out With an Impactful Summary / Elevator Pitch
    • Five Exciting Format Options for the Top of Your Resume
    • Resume Completion Checklist
    • Resume Implementation Coaching
    • Resume Review
    • Job Search Quick Recommendations
  • LinkedIn Breakthrough
    • LinkedIn Breakthrough Overview
    • LinkedIn Action Planner
    • Best Practices to Get Your LinkedIn Profile Header To Stand Out
    • Use the ‘About’ Section to Grab a Reader’s Attention Fast
    • Learn the Best Content to Include in the ‘Experience” Section
    • Recommendations, Skills & Endorsements
    • Vital Settings to Help Your LinkedIn Profile Get Found & Best Protect Your Privacy
    • Grow Your LinkedIn Network & Connections The Right Way
    • How to Build Visibility & Credibility with LinkedIn Groups
    • Enhance Your Job Search with LinkedIn’s Home Page
    • Use ‘Featured Content’ Strategically
  • Job Search Breakthrough
    • Job Search Strategies Overview
    • Weekly Job-Search Campaign Tools & Planner
    • How Long Will It Take You To Land A New Job?
    • Agency Recruiters
      • How to Find Recruiters in Your Target Niche
    • Enhance Your Job Search with LinkedIn’s Home Page
    • The Simple Social Media Job Search Strategy
  • Online Job Search
    • Module 1: Introduction & Overview
    • Module 2: Top Strategies To Find Relevant, Advertised Job Openings
      • (2.1 – Part 1) Use The Best Job Boards To Find Advertised Job Openings
      • (2.1 – Part 2) Best Startup Job Boards
      • (2.3) Clever Way To Use LinkedIn To Find Appealing Companies That Might Have Job Boards
      • (2.4) How To Set Up Job Search Alerts To Stop Wasting Your Time
      • (2.5) Is It A Waste Of Time To Apply If You’re Not Perfectly Qualified?
      • (2.6) What is the Best Time to Submit Your Application Online?
      • (2.7) How Many Jobs a Week Should You Apply to?
      • (2.8) Should You Post Your Resume on Job Boards?
    • Module 3: Tips & Tricks For Submitting Your Resume & Cover Letter For More Success
      • (3.1) 4 Ways To Quickly Tailor Your Resume To Win More Interviews
      • (3.2.1) Write A Blockbuster Cover Letter That Positions You For A Career Change
      • (3.2.2) Handling Salary Info in a Cover Letter
      • (3.3) Best Practices For Submitting Your Resume & Cover Letter
      • (3.3.1) What to do if You’re Applying Online and There’s a Salary Box
      • (3.4) Should You Follow Up With Human Resources?
    • Module 4: Get Insider Help To Win Job Interviews
      • (4.1) Why Company Employees Will Help You (Even If They Don’t Know You)
      • (4.2) How To Find Helpful Company Insiders To Maximize Your Success
      • (4.3) Unknown Ways To Use LinkedIn To Find Helpful Insiders
      • (4.4) How To Choose The Best Company Insiders To Talk To
      • (4.5) The Most Effective Ways To Contact Company Insiders You Don’t Know
      • (4.6) Do This To Ensure A Successful Conversation With Company Insiders
      • (4.7) Best Questions To Ask Company Insiders To Get The Information & Help You Want
      • (4.8) Steal These Sample Thank You Notes
    • Module 5: Fly by HR & Get to the Real Decision Maker
      • (5.1) Identify the REAL Decision Maker
      • (5.2) Access Nearly Any Hiring Manager’s LinkedIn Profile
      • (5.3) Get Nearly Any Hiring Manager’s Contact Information
      • (5.4) The Interview Magnet Letter Formula
      • (5.5) Interview Magnet Samples
      • (5.6) Get Your Interview Magnet Letter Into The Hands of the Hiring Manager
    • Implementation Coaching
  • Hidden Job Search
    • Module 1: Welcome to Hidden Job Search Breakthrough!
      • (1.1) Why You Must Search for Unadvertised Job Openings
      • (1.3) Mindset For Success
    • Module 2: Hidden Job Search Strategy Overview
      • (2.1) Super Strategy Overview
      • (2.2) Action Steps & Program Table of Contents
      • (2.3) Discover The Two Types of Hidden Job Searches
    • Module 3: Identify Many Companies That Could Hire You
      • (3.1) Define Your Target Market
      • (3.2) How Many Potential Employers Is Enough?
      • (3.3) The Best Ways to Build A List Of Potential Employers
      • (3.5) Job Search Organization
      • (3.6) Classify Potential Employers
    • Module 4: The “Customized” Strategy
      • (4.1) Select The Best Companies To Target
      • (4.2) How To Easily Identify Hiring Managers And Insider Connections
      • (4.3) Best Research Strategies To Win More Job Interviews
      • (4.4) How To Use Informational Interviews To Increase Your Success
      • (4.5) Top Strategies To Comfortably Contact Hiring Managers
      • (4.6) Discover How To ‘Keep In Touch’ So Hiring Managers Yearn For You
    • Module 5: The “Universal” Strategy
      • (5.1) Select Potential Employers To Target
      • (5.2) Top Strategies To Easily Identify People Who Might Want To Hire You Today
      • (5.3) The Universal Job Magnet Letter Formula (With Samples)
      • (5.4) Best Ways To Quickly And Easily Contact People Who Can Hire You
    • Module 6: Best Ways To Find People Who Can Hire You… Or Help You Get A Job
      • (6.1) 6 Quick Ways To Identify People Who Could Hire You
      • (6.2) Best Practices for Using Advanced Searches On LinkedIn To Find People Who Could Hire You
      • (6.3) Unknown Strategies To Find Insider Connections On LinkedIn
      • (6.4) Networking Strategies
      • (6.5) Little Known Strategies To Access Nearly Anyone’s LinkedIn Profile
      • (6.6) Hush Hush Ways To Get Nearly Anyone’s Contact Information Fast
    • Implementation Coaching
  • Job Search Networking
    • Introduction
    • 6 Myths & Facts About Networking
    • Personal Job Search Networking Training Modules
      • Module 1: How to Begin
      • Module 2: Be Effective – Prioritize Your Networking List
      • Module 3: 5 Key Strategies for Success Job Search Networking
      • Module 4: 7 Sample Networking Request Letters
      • Module 5: How to Create Your Elevator Pitch (With Samples)
      • Module 6: Creating Your Personal Marketing Plan
      • Module 7: What to Say (and Avoid) in Networking Conversations
      • Module 8: Sample Thank You Note For Networking Help
      • Module 9: Keep in Touch and the Law of Sevens
      • Module 10: The One+ Strategy
    • Event Networking
      • Find Networking Events Worth Going To
      • Make the Most of Networking Events
    • Networking Business Cards & Samples
  • Interview Breakthrough
    • Welcome to Interview Breakthrough!
    • (1.1) Action Steps and Program Table of Contents
    • Module 2: Mindset for Success
      • (2.1) The Art of Turning Interviews Into Enjoyable Conversations
      • (2.2) The Four Hot Buttons of Every Hiring Manager
      • (2.3) Turn Lemons Into Lemonade
      • (2.4) Dealing with Rejection
    • Module 3: Prepare to Win Job Offers
      • (3.1) Background Research
      • (3.2) What Salary Are You Worth?
      • (3.3) Get Insider Help To Win Offers
        • (3.3.1) Why Company Employees Will Help You (Even If They Don’t Know You)
        • (3.3.2) How To Find Helpful Company Insiders
        • (3.3.3) Use LinkedIn To Find Helpful Insiders
        • (3.3.4) Choose The Best Company Insiders To Talk To
        • (3.3.5) The Most Effective Ways To Contact Company Insiders You Don’t Know
        • (3.3.6) Do This To Ensure A Successful Conversation With Company Insiders
        • (3.3.7) Best Questions To Ask Company Insiders To Get The Information & Help You Want
        • (3.3.8) Sample Thank You Notes
      • (3.4) Make a Strong First Impression
    • Module 4: Get the Salary You Deserve
      • (4.1) Salary Research
      • (4.2) Here’s YOUR Salary Discussion Strategy
      • (4.3) What to Say When They Want to Know Your Salary History & Requirements
        • (4.3.1) Handling Salary Info in a Cover Letter
        • (4.3.2) Handling Online Salary Boxes
        • (4.3.3) Handling Salary Discussion DURING an Interview
    • Module 5: Interview Questions & Answers
      • (5.1) Handle Job Interview Questions With Ease
      • (5.2) Interview Question & Answer Guide
      • (5.3) Prepare for These Potential Interview Questions
      • (5.4) Tell Me About You…
      • (5.5) Questions YOU Can Ask at a Job Interview
    • How to Give a Killer Presentation
    • Module 6: Interview Strategies That Win Job Offers
      • (6.0) Participate (and look good) in Skype Interviews
      • (6.1) Ace Your Phone Interviews
      • (6.2) Align Your Experience With The Position
      • (6.3) Discover What the Interviewer REALLY Wants
      • (6.4) Eliminate the Interviewer’s Doubts About You
      • (6.5) How to Prove You Can Do a Job You Haven’t Done (Webinar)
      • (6.6) Handling Salary Discussions DURING Interviews
      • (6.7) How to Close Your Interview
      • (6.8) Essential Do’s and Dont’s
    • Module 7: Seal the Deal (What to do after the Interview)
      • (7.1) How Did You Do?
      • (7.2) Keep In Touch For More Success
      • (7.3) Send This Instead of A Thank You Note
      • (7.4) 90-Day Plan
      • (7.5) Top Tips for Handling References Professionally During Your Job Search
    • Module 8: Handling Job Offers Successfully
      • (8.1) How to Stall a Job Offer
      • (8.2) Job Offer Evaluation Checklist
      • (8.3) Signs That a Company Is a Bad Apple
      • (8.4) Avoid a Mess – Checkout Your New Boss
      • (8.5) Handling Salary Negotiations
      • (8.6) Should You Let an Executive Recruiter Negotiate Your New Salary?
      • (8.7) Ready to Accept a Job Offer? Read These Documents Carefully First
      • (8.8) Accept a Job Offer the Right Way
      • (8.9) Using an Outside Offer to Get a Raise
    • Module 9: How to Choose the Right Job Offer
      • (9.1) Create a Career Vision Summary
      • (9.2) Reduce Dimensionality
      • (9.3) Don’t Trust Your Gut (Without Testing It)
      • (9.4) Beware of the Giant Spreadsheet
      • (9.5) Attain Distance
      • (9.6) Conduct a Risk Analysis
      • (9.7) Integrated Thinking
      • (9.8) Accept Uncertainty
    • Module 10: Interview Correspondence
      • (10.1) Sample Letter Withdrawing From Consideration
      • (10.2) Sample Letter Accepting a Job Offer
      • (10.3) Sample Letter Declining a Job Offer Because of a Low Salary
      • (10.4) Sample Letter Declining a Job Offer Because You Don’t Want the Job
      • (10.5) Sample Letter to Write When You Don’t Get a Job Offer But You Want a Second Chance at Getting It
      • (10.6) Sample Letters Thanking a Reference
      • (10.7) Sample Job Resignation Letter
    • Implemetation Coaching
  • Gift Certificates
  • Contact

Client Onboarding

Here are sample job advertisements for this type of role…


Client Onboarding Specialist– 

Citi
 
 
New Castle, DE

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 are performed.
  • Ensure all client review materials are in place and completed.
  • Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.
  • Participate in initiatives to improve the client and account management process.
  • Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • Previous, client facing, middle office or operations financial services experience.
  • Some knowledge of capital market products.
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Self-motivated and detail oriented
  • Spoken and written foreign language skills a plus.

Education:

  • Bachelor’s/University degree or equivalent experience

    Client Onboarding Senior Client Advocate

    Citi
     
     
    New Castle, DE

    The Client Onboarding Sr Client Advocate accomplishes results through ensuring excellent client service is being delivered, and advocate to ensure our Service guidelines are being adhered to. The successful incumbent will be responsible for ensuring that leading indicators are being adhered to as part of a proactive means of maintaining a high level of service, and providing a root cause analysis when there has been a degradation and communicating this message to our senior stakeholders as well as clients.

    Developed communication and diplomacy skills are required in order to guide, influence others, in particular colleagues in other areas and external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area.

    Responsibilities:

    • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
    • Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients.
    • Performs day to day oversight of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
    • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
    • Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
    • Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy.
    • Supports the motivation of staff through constant interaction with the team.
    • Responsible for trend analysis given from Voice of the Client feedback
    • Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
    • Maintains a culture of risk and controls in the team through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results.
    • Engages in project planning. Develops training content, training materials, trackers for the migration.
    • Supports training for new staff. Develops job descriptions for hiring. Manages subordinate supervisors and project staff. Manages occasionally complex and variable issues with significant departmental impact.
    • Responsible for customer interaction, documentation issuance, review and system setups.
    • Demonstrates high level of diligence, motivation and organizational skills.

    Qualifications:

    • Excellent interpersonal communication skills. Able to communicate with internal and external business partners.
    • 7+ years in direct institutional client experience
    • Previous mgmt. experience required
    • Consistently demonstrates clear and concise written and verbal communication skills.
    • Demonstrated Project management skills.
    • Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
    • Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and / or regulators. Ability to coach and develop people, identifying and retaining talent. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities. Able to strive under pressure and covert opportunity from risk. Should be open to working staggered hour /shift / over weekend and on public holidays. To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice.
    • Proficient knowledge of English (written and spoken).

    Education:

    • Bachelor’s/University degree or equivalent experience

    Client Onboarding Manager

    Channel Key
     
    4 reviews
    Remote•Remote
    Salary

    $50,000 – $60,000 a year

    Job Type
    Full-time
     

    Company Overview: Channel Key is a fast-growing tech enabled eCommerce agency that helps brands and manufacturers maximize their revenue, profit, and brand control on Amazon. We are looking for talented individuals that are growth-minded and want to work in a fast-paced remote work environment serving amazing consumer brands.

    We are looking for a detail oriented multi tasker that can think strategically and has a passion for delivering top-level service. The individual must posses the candor to have effective conversations; have excellent project management and organizational skills; and can work independently in a demanding environment.

    Channel Key has built a culture upon 6 KEY values:

    Own Everything
    Positivity Is a Choice
    Passion For Growth
    Root The Problem
    Adapt Daily
    Honest Communication

    We embody these values not only in our service, but in everything we do. We only seek team members who care about people, culture, and want to work for a company that mandates a fun and positive work environment.

    Job Location: Fully Remote

    Headquarters: Las Vegas
    Job Type: Full-time
    Schedule: 8 hours – Monday to Friday

    Essential Duties and Responsibilities:

    • Own the client onboarding process
    • Continually develop, refine, own and execute the Client On-boarding process
    • Manage, lead, and hold accountable, a team of onboarding specialists
    • Have a deep understanding of all the tools CK offers and how the Amazon platform works
    • Maximize interdepartmental communication
    • Project manage and trouble shoot in process and ad hoc Client issues
    • Successfully transition Clients from the Sales Process/team to the Daily Account Management Team
    • Assist with collateral development for Onboarding Process
    • Deliver on Client promises and deadlines and set/manage Client expectations
    • Complete specific research projects
    • Own the average Days in On-boarding KPI
    • Develop systematic processes for capturing onboarding changes and implementation

    Requirements/Qualifications:

    • Organizational and time management skills
    • 3+ years’ experience in Project Management
    • 1+ years’ experience in Amazon Seller or Vendor Central preferred
    • PMP and/or Lean Six Sigma Black Belt preferred
    • Bachelor’s Degree or equivalent experience
    • Excellent writing and verbal communication skills
    • Proficient in PC operations, G-Suite, and Microsoft Suite
    • Strong business analysis skills
    • Ability to quickly navigate online retail websites and marketplaces
    • Strong knowledge of retail and/or e-commerce
    • Ability to manage multiple projects and shift priorities
    • Ability to effectively manage relationships, have tough conversations
    • Must pass a background check

    Job Type: Full-time

    Pay: $50,000.00 – $60,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Disability insurance
    • Flexible schedule
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Professional development assistance
    • Retirement plan
    • Tuition reimbursement
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Supplemental Pay:

    • Bonus pay
    • Commission pay

    Experience:

    • Amazon Seller and/or Vendor Central: 1 year (Required)
    • Project management: 1 year (Preferred)

    Work Location:

    • Fully Remote

    Paid Training:

    • Yes

    Management:

    • Key Leader

    This Job Is Ideal for Someone Who Is:

    • People-oriented — enjoys interacting with people and working on group projects
    • Adaptable/flexible — enjoys doing work that requires frequent shifts in direction
    • Detail-oriented — would rather focus on the details of work than the bigger picture

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