Here are sample job advertisements for this type of role…
Intake Department/ Onboarding Director
Are you interested in being part of a great law firm, having excellent mentorship, and making a difference every day in people’s lives? Our firm is looking for an ambitious and dynamic Workers Compensation and Personal Injury Attorney with strong background in customer relations to work in our Buckhead office.
Located in the heart of Buckhead, we are Georgia’s fastest growing injury law firm and one of Atlanta’s best law firms to work for. We are looking for amazing individuals who truly exemplify our community’s best talent.
The person for this job is passionate about coming to work for an organization that is making a difference in our clients lives and communities. A person who enjoys the thrills of working in a fast-paced environment with a diverse group of people. The person for this job is exceptional both on & off the job, carries the brand to friends and family, and lives by our core values of G.R.O.W.T.H.
At Bader Scott Injury Lawyers, we do things differently. We are innovative, use high tech, cutting edge technology, and have a start-up mentality.
Position Summary: Rapidly growing Atlanta law firm is looking for a top-notch Leader who will manage multiple aspects of client relations for the law firm as well as the team of intake specialists. You will:
- Often be the first line of contact for potential clients;
- Monitor all inbound marketing lead sources;
- Collect appropriate information and provide concise summaries both written and verbal;
- Ensure quality control;
- Ensure onboarding specialists are promptly following up on leads;
- Provide ongoing training for call handling improvement;
- Review intake emails and notes in our proprietary software;
- Troubleshoot any issues from your team.
We are looking for someone with the following qualifications and experience:
- 5+ years of management experience;
- 5+ years of intake, customer service, or sales experience;
- Legal experience preferred but not required;
- Must be extremely comfortable speaking on the phone to clients;
- Outgoing and looking forward to working as part of a team;
- Excellent written and verbal skills;
- Excellent organizational skills;
- Able to think outside the box, energetic, self-motivated, driven and ambitious;
- Capable of working in a fast paced environment;
- Excellent work ethic with the drive to “get the job done”;
- Great attitude; MUST work well with support staff.
- Strong background in customer relations
Compensation and Benefits: Competitive salary and excellent benefits package including medical, vision, and dental insurance.
Job Type: Full-time
Experience:
- supervisory: 1 year (Preferred)
- sales: 1 year (Preferred)
- event planning: 1 year (Preferred)
- marketing: 1 year (Preferred)
Transforming the future of healthcare isn’t something we take lightly. It takes teams of the best and the brightest, working together to make an impact.
As one of the largest healthcare technology companies in the U.S., we are a catalyst to accelerate the journey toward improved lives and healthier communities.
Here at Change Healthcare, we’re using our influence to drive positive changes across the industry, and we want motivated and passionate people like you to help us continue to bring new and innovative ideas to life.
If you’re ready to embrace your passion and do what you love with a company that’s committed to supporting your future, then you belong at Change Healthcare.
Pursue purpose. Champion innovation. Earn trust. Be agile. Include all.
Empower Your Future. Make a Difference.
Hello hiring manager! Please use this section and template to build out your job posting as it will appear to candidates.
What will I be responsible for in this job? (brief summary of the role)
The Onboarding Specialist is responsible for leading the onboarding of new clients and existing client upsells. The Onboarding Specialist serves as a client-centric, client-facing resource and lead point of contact throughout the onboarding process. This individual will mitigate client and internal risks through comprehensive understanding of all downstream impacts of onboarding components. This includes coordinating with the client and multiple internal teams to successfully complete the onboarding project plan.
KEY JOB RESPONSIBILITIES
- Lead the onboarding project plan and facilitate the onboarding phase for new clients and upsell opportunities for existing clients.
- Acts as liaison between the client and multiple internal teams
- Establish the project timeline by developing the project scope and plan.
- Maintain overall accountability for onboarding client satisfaction
- Use strong industry knowledge to provide consultative services to the client
- Provide regular communication to management regarding risks and client feedback
- Communicate with clients via face-to-face meetings, conference calls and written correspondence
- Interfaces with internal CHC departments
- Understands the eligibility and pharmacy claims adjudication process
- Monitor performance guarantees/Service Level Agreements
- Participate in best and final sales support as appropriate
- Travel to client sites may be required
- Other duties as assigned
Competencies:
- Ability to read, analyze and interpret procedures, general business periodicals and professional journals
- Ability to effectively present information and respond to questions from clients, management and technical associates
- Ability to write reports, business correspondence and technical specifications
- Ability to solve practical issues and deal with many variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
- Good mathematical ability
- Experience with various software products
- Excellent organizational skills
- Excellent verbal and written communication skills
- Project management skills
MINIMUM JOB Qualifications
Education / Training:
- Required: Bachelor’s degree or equivalent work experience
Business Experience:
- 5+ years of Onboarding or Client Service experience
- 5+ years of project management experience
- 5+ years of experience with the healthcare industry
SPECIALIZED KNOWLEDGE / SKILLS
- Strong oral and written communication
- Ability to prioritize among competing tasks
- Ability to work in self-motivated environment with limited supervision
- Keen attention to detail and adherence to deadlines
- Organized
- Detail Oriented
- Ability to multi-task
- Work well with others
WORKING CONDITIONS
- Remote position. Can be based from any state but must work eastern time zone business hours.
- Interest and ability to travel nationally, at minimum 25% of the time
The Treasury Management Onboarding Specialist will be responsible for the successful onboarding of Clients with Treasury Management and Small Business products. This position will interact with Treasury sales staff, Product Management, Service, Project, and Client Training Specialists.
ESSENTIAL DUTIES and RESPONSIBILITIES
Responsibilities include:
- Onboard Products and Services for Treasury Management and Small Business Clients.
Including clients with large, complex, depository relationships.
- Set up and capture Treasury Management product revenue appropriately.
- Review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution.
- Communicate directly with clients regarding testing and any format changes needed, including ACH files, Positive Pay issue files, etc.
- Ensure that product onboarding timelines and SLAs are met.
- Mentor new Onboarding Specialists, including training of new associates.
- Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
- Support Treasury Management in the development, implementation, and maintenance of new products.
- Cross-train in other areas of Treasury Management Services and Operations.
- Adhere to internal and external policies and procedures of the bank.
- Support the sales and service goals of the Treasury Management Department.
- Support organizational growth.
- Complete special projects and other duties as assigned.
EXPERIENCE
- High school diploma or (GED) required.
- Two to four years’ experience in high level customer service environment.
- Bank operations and/ or Treasury Management experience required.
- In-depth knowledge of Treasury Management products and services.
SKILLS and ABILITIES REQUIRED
- Excellent communication skills required, both written and verbal.
- Excellent Customer Service skills.
- Strong attention to detail and good planning and organization skills.
- Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred.
Nomura is an Asia-based financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Asset Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership.
Department overview
The Client On-Boarding team coordinates the on-boarding of all clients in the US region for the Global Markets and Investment Banking Sales teams across Equities and Fixed Income. This is a client facing role where you will join a team focused on delivering onboarding efficiency and exceptional client service. The role will focus on the on-boarding of new clients as well as maintaining existing relationships. We are looking for an enthusiastic team player with excellent communication skills who can build strong relationships both internally and externally to assist in getting clients on-boarded with Nomura
Role Description:
- Responsible for front to back On-boarding of new and existing clients
- Continual client and internal stakeholder communication
- Coordinate the KYC, Credit, Legal and Account Opening requirements for all clients being on-boarded
- Constant communication with Sales, Compliance, Credit, Legal and Operations to ensure that clients are on-boarded in a coordinated, efficient and streamlined manner
- Thorough understanding of the firm’s credit, legal and compliance requirements
- Thorough understanding of the regulatory environment, ensuring clients are compliant this includes, but not limited to, EMIR, Dodd Frank and FATCA compliance
- Regular meetings and reporting to sales, ensuring they understand the status of your coverage clients
- Extensive, direct communication with prospective and current clients
Key objectives critical for success:
- The successful candidate must have the ability to manage high volume requests, be flexible and dynamic in their approach
- The individual is expected to be confident dealing with internal and external clients, able to articulate key messages through all mediums and escalate potential risks in a timely manner
- Strong client interaction and impeccable professional standards are key
- On the job training will be provided by a team and management structure with years of industry experience and the successful candidate will have the opportunity to leverage that experience to deliver quick results.
Skills, experience, qualifications and knowledge required:
- Educated to degree level or in the absence of that have 1-3 years minimum On-boarding experience
- Client On-boarding experience for Institutional clients, not Retail.
- Knowledge of Asset Manager On-boarding requirements preferable
- Excellent communication skills both written and verbal
- Client oriented, with the ability to communicate at all levels internally and externally
- A genuine interest in developing a thorough understanding of the business and of Nomura’s clients, as well as taking a very proactive approach to the task at hand
- Attention to detail as well as the ability to solve problems quickly and efficiently is essential
- A team player, possessing ability to build relationships and partnerships
- Understand risk and control framework and be able to escalate effectively