client onboarding analyst

Hire Hangar

<div>Join Hire Hangar and work with fast-growing global companies while building a long-term, remote career.
Client Implementation &amp; Operations Analyst (B2B / BPO)<h2 class="jobSectionHeader">
Location</h2>
Remote<h2 class="jobSectionHeader">
Time Zone</h2>
US Time Zones (EST&ndash;PST)<h2 class="jobSectionHeader">
Role Overview</h2>
We are looking for a detail-oriented and tech-savvy Client Implementation &amp; Operations Analyst to support the successful setup, configuration, and launch of new B2B client accounts within a BPO/outsourcing environment. This is a full-time, high-accountability role that bridges client onboarding and internal operations, ensuring that all systems, workflows, and reporting are accurately configured before and after go-live.
The ideal candidate is analytical, process-driven, and highly comfortable navigating multiple platforms and tools to deliver a smooth client implementation experience.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Support the technical and operational setup of new B2B client accounts, including system configurations, workflow builds, and tool integrations</li><li>
Coordinate with onboarding, IT, and operations teams to ensure all client requirements are accurately captured and implemented</li><li>
Build and maintain implementation trackers, status reports, and client-facing documentation</li><li>
Conduct pre-launch audits and quality checks to verify that all configurations meet client specifications</li><li>
Monitor post-launch performance data and flag anomalies or gaps to the relevant internal teams</li><li>
Maintain accurate records of client setups, configurations, and change requests in internal systems</li><li>
Document implementation processes and contribute to the continuous improvement of onboarding playbooks and SOPs</li><li>
Provide data-driven reporting to leadership on implementation timelines, bottlenecks, and outcomes</li></ul><h2 class="jobSectionHeader">
Required Qualifications</h2><ul><li>
Proven experience in a Client Implementation, Operations Analyst, or Technical Onboarding role within a BPO, outsourcing, or managed services environment</li><li>
Strong analytical skills with the ability to work across multiple systems and data sources simultaneously</li><li>
Experience building reports, trackers, and documentation to support client implementations</li><li>
Proficiency in Google Sheets or Excel, including formulas and data organization</li><li>
Excellent written and spoken English with a professional communication style</li><li>
Must have prior remote work experience, be fluent with remote collaboration tools and platforms (such as Slack, Zoom, Google Workspace, Asana, or similar), and have ideally worked with US- or UK-based companies. Applications without this experience will not be considered.</li></ul><h2 class="jobSectionHeader">
Preferred Qualifications</h2><ul><li>
Experience supporting B2B client implementations in a BPO or outsourcing context</li><li>
Familiarity with CRM platforms, workflow automation tools, or system integration processes</li><li>
Exposure to QA processes, pre-launch audits, or compliance documentation</li><li>
Experience working alongside client-facing onboarding or account management teams</li></ul><h2 class="jobSectionHeader">
Tools &amp; Technology</h2><ul><li>
Google Workspace (Sheets, Docs, Slides)</li><li>
CRM platforms (Salesforce, HubSpot, or similar)</li><li>
Project management tools (Asana, Monday.com, or similar)</li><li>
Reporting and dashboard tools (Google Looker Studio or similar)</li><li>
Remote collaboration tools (Slack, Zoom, or similar)</li></ul><h2 class="jobSectionHeader">
Please NOTE</h2>
It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps&mdash;the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.<div></div> 
We connect top talent with vetted employers, competitive pay, and real growth opportunities.</div>

Client Implementation & Operations Analyst

Breakwater Accounting + Advisory

<div><h5 class="jobSectionHeader">Controller-level | Team leadership | Client onboarding ownership</h5>
<h5 class="jobSectionHeader">$85,000 &ndash; $120,000 annually | Remote | Full-time W2</h5>
<h3 class="jobSectionHeader">About the Role</h3>

Breakwater Accounting &amp; Advisory is hiring a Client Onboarding Controller, key role on our onboarding Client Solutions team and is responsible for managing the new client experience coming into Breakwater.

This is not a passive project management role. It's a hands-on leadership position where your accounting expertise, judgment, and ability to guide both clients and team members directly shape long-term client success.

You'll lead a team, serve as the primary client contact during onboarding, and ensure every client is set up with clean financials, clear processes, and confidence in their numbers.
<h3 class="jobSectionHeader">
What You'll Own</h3>
<ul><li>Lead the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team</li>
<li>Serve as the primary client contact, building trust through clear communication and strong financial guidance</li>
<li>Ensures quality and consistency of client work from day one</li>
<li>Coordinate across AP, AR, Payroll, and Accounting to ensure all services are aligned and delivered seamlessly</li>
<li>Build, refine, and scale onboarding processes to improve speed, quality, and client experience</li>
<li>Lead, coach, and develop a team; driving accountability, growth, and high standards</li>
</ul><h3 class="jobSectionHeader">Who You Are</h3>
<ul><li>5+ years of accounting or bookkeeping experience (CPA firm or outsourced environment preferred)</li>
<li>Bachelor's degree (or higher) in Accounting</li>
<li>Strong controller-level skills, including financial review and issuing statements. Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics.</li>
<li>Excellent at client and internal communication and staying ahead of needs</li>
<li>Experienced managing multiple clients and priorities simultaneously and driving them to completion</li>
<li>Proven people leader who can develop talent and hold a high bar</li>
<li>Goal-oriented, process-oriented and detail-driven, without losing sight of the bigger picture</li>
<li>Tech-savvy, with strong, recent QuickBooks Online experience</li>
<li>Bonus points for:
<ul><li>Experience with onboarding or project management in an outsourced accounting or professional services setting.</li>
<li>Exposure to audit processes or internal control design.</li>
</ul></li></ul><h3 class="jobSectionHeader">Why Breakwater</h3>

Be part of a fast-growing, innovative accounting firm with a strong reputation and national reach.
<ul>
<li>Advisory-first work &ndash; your value is in your thinking, not just your output</li>
<li>Real impact &ndash; Shape the onboarding experience for clients and help define scalable processes for the future.</li>
<li>Flexibility &ndash; remote work with autonomy over your non-meeting time</li>
<li>Supportive team &ndash; collaborative, low-ego environment that shares ideas and solutions</li>
<li>People-first culture &ndash; we care about our team and our clients as people</li>
<li>Modern, tech-forward approach &ndash; always improving how we work</li>
<li>Generous time off &ndash; five weeks PTO + holidays</li>
<li>Benefits + 401(k) match</li>
</ul><h3 class="jobSectionHeader">About Breakwater</h3>

Breakwater Accounting &amp; Advisory provides outsourced accounting services to small businesses and nonprofits across the U.S. We are a woman-led company, a four-time Top Workplace (Delaware News Journal), and an Inc. 5000 fastest-growing company.

We believe in great people first, technology-forward thinking second - with just the right combination. 


Breakwater Accounting + Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</div>

Controller & Project Manager

Apex Group Ltd

<div>
 The Apex Group was established in Bermuda in 2003 and is now one of the world&rsquo;s largest fund administration and middle office solutions providers.
 
 
 Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
 
 
 That&rsquo;s why, at Apex Group, we will do more than simply &lsquo;empower&rsquo; you. We will work to supercharge your unique skills and experience.
 
 
 Take the lead and we&rsquo;ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
 
 
 For our business, for clients, and for you
 
 
 
 Client Onboarding Manager
 
 
 
 
 AVP Level 1
 
 
 
 
 Role Location:
 
 Manama, Bahrain
 
 
 
 Reporting Line:
 
 Head of Client Onboarding - MENA
 
 
 
 Employment Type:
 
 Permanent
 
 
 
 About Apex
 
 
 
 The Apex Group is a global financial services provider with 13,000+ staff across 80+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.
 
 
 Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.
 
 
 
 Your main responsibilities:
 
 
 
 <ul>
 <li>
 Acting as the key client contact throughout the client onboarding process to ensure seamless transition from Sales to BAU;
 </li>
 <li>
 Act as a first point of contact for client issues relating to onboarding matters.
 </li>
 <li>
 Coordinating client adoptions, account openings, review of fund offering documentation and legal agreements, internal system set ups, and project planning.
 </li>
 <li>
 Project management and coordination of internal functions to onboard new clients (launches and conversions) including Service Delivery, Sales, Legal, Compliance, and Technology teams.
 </li>
 <li>
 As part of the onboarding process, the candidate will be expected to provide regular status updates to new clients and internal parties. Weekly project calls should be held with stakeholders and project plans should be maintained to track progress.
 </li>
 <li>
 Assist in the initial drafting and review of client service agreements.
 </li>
 <li>
 Interacting with the Legal Department on template management and control.
 </li>
 <li>
 Managing the internal review process across different product and service lines within the fund administration, corporate services, depository and other product lines.
 </li>
 <li>
 Provide day-to-day client onboarding advice across all Apex Group business lines to best meet their business needs and maintain good working relationships through active communication, facilitation and teamwork.
 </li>
 <li>
 Strong project management skills and the ability to proactively manage multiple/changing priorities and deadlines.
 </li>
 <li>
 Support the wider onboarding team and sub processes where required.
 
 
 </li>
 </ul>
 Your skills:
 
 
 <ul>
 <li>
 An individual with a bachelor/master&rsquo;s degree qualification or equivalent.
 </li>
 <li>
 A minimum of 3-5 years of experience within the investment funds industry.
 </li>
 <li>
 A good knowledge of the funds industry, experience of different fund structures, domiciles and regulatory requirements is an advantage, Project management skills.
 </li>
 <li>
 Be comfortable/competent in dealing with fund structuring issues, legal terminology, and fund services agreements.
 </li>
 <li>
 Knowledge of Client KYC and Legal contract management is an advantage.
 </li>
 <li>
 Be highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business.
 </li>
 <li>
 Possess team spirit and enthusiasm with the capacity to build strong client relationships.
 </li>
 <li>
 Excellent organizational, communication and interpersonal skills and a truly client servicing mindset.
 </li>
 <li>
 Professional level of English (spoken and written), every other language is an advantage.
 </li>
 <li>
 Client facing experience is a must.
 
 
 </li>
 </ul>
 
 What you can expect:
 
 
 
 <ul>
 <li>
 We are looking for a client onboarding associate to work with a top tier financial services provider. This is a tremendous opportunity for someone with a good knowledge of the funds industry looking to develop their skills further. The position is very much client facing and will involve client meetings. Additionally, the position will involve a high level of interaction with all functional areas within the Fund administration including Service Delivery teams, Compliance, Technology, Product Management &amp; Sales.
 
 
 </li>
 </ul>
 
 Performance:
 
 
 
 <ul>
 <li>
 The successful candidate will be expected to work on his / her own initiative to successfully onboard new fund launches and conversions and ensure a positive onboarding experience for clients. Documentary and other standards should be used wherever practical to ensure consistency and efficiency.
 
 
 </li>
 </ul>
 
 Additional Information:
 
 
 
 We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision are made based on the skills, qualifications, and experiences.
 
 
 We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.
 
 
 For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://theapexgroup.com/csr-policy/
 
 
 
 Disclaimer:
 
 Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
 
 
 Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
</div>

Client Onboarding Manager

Whitney M. Young Jr. Health Center, Inc.

<div>Description:

GENERAL RESPONSIBILITIES:
The Onboarding Specialist guides new hires through a seamless onboarding process, ensuring their successful integration into our organization. They manage the end-to-end process, including paperwork, system setups, orientation and training.
SPECIFIC RESPONSIBILITIES:<ul><li>
Acts as the central point of contact for the Human Resources Office, including walk-ins, calls-ins, and correspondences from employees, managers, and third parties.</li><li>
Coordinates the new hire onboarding process including, but not limited to, accurate completion of the pre-employment background checks, health clearances and appropriate paperwork</li><li>
Works closely with the HR team and other departments to ensure a smooth and positive onboarding experience</li><li>
Ensures compliant Paylocity onboarding for new hires, including I-9 and E-Verify processing</li><li>
Assists with the coordination, scheduling/notification of new employee orientation, as well as presenting on HR topics.</li><li>
Reviews and responds to employees regarding policy, procedure and other human resources related inquiries.</li><li>
Prepares and updates employee security/access badges</li><li>
Maintains confidential personnel files and conducts file audits to ensure compliance with local, state and federal regulations, i.e. JCAHO, OASAS, NYSDOH, Affirmative Action, etc.</li><li>
Tracks employee data to ensure timely submission of employee physicals, BLS, professional licenses, Infection Control certifications, provider contracts.</li><li>
Processes employee benefits paperwork.</li><li>
Assists employees with completing benefits paperwork and resolving insurance issues.</li><li>
Performs general office duties including, word processing, typing, preparing correspondence, filing, photocopying, handling mail and other office machines.</li><li>
Supports recruiting efforts by following-up on leads and guiding candidates through hiring process, responding to job inquiries from internal and external candidates, doing pre-screening of applicants for some positions and attend job fairs</li><li>
Supports Managers with policy interpretation and administration, as directed.</li><li>
Demonstrates excellence in both internal and external customer service.</li><li>
Understands and is able to effectively communicate HIPAA compliance, corporate compliance and client confidentiality.</li><li>
Ensures and/or remains in compliance with local, state, and federal regulation, i.e. DHHS HRSA and NYSDOH, and all accreditation standards (e.g. Joint Commission and NCQA-PCMH).</li><li>
Adheres to the National Patient Safety Goals as defined by the Joint Commission and Whitney M. Young Jr. Health Center.</li><li>
Completes other duties as assigned.</li></ul>
Requirements:

MINIMUM QUALIFICATIONS:
Associate degree with a minimum of one (1) year Human Resources experience with progressive responsibilities, or High School Diploma with at least three (3) years of Human Resources experience. Computer proficiency in Microsoft Office Suite and Adobe. Excellent verbal, written, and interpersonal communication skills.
PREFERRED QUALIFICATIONS:
Bachelor&rsquo;s degree with course work in business administration, human resources, or comparable field. Ability to work with senior management. Proficient in HRIS platform. Experience in a healthcare setting. At least four (4) years of progressive experience in a business environment performing human resource administrative duties. 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.
Salary range: $24.00 - $27.00 hourly</div>

Onboarding Specialist (Req 101074)

Ace CPAs

<div>
 
 
 About ACE CPAs
 
 
 
 
 
 
 ACE CPAs provides accrual-based GAAP accounting, monthly close, and financial reporting services to U.S.-based businesses. Our work goes beyond basic bookkeeping and includes structured balance sheet reconciliations, GAAP-level adjustments, reporting-ready financials, and complex cleanup or acquisition-related accounting.
 
 
 
 
 
 
 QuickBooks Online is the primary accounting platform for nearly all of our clients
 
 , and strong hands-on QBO experience is essential for this role.
 
 
 We work with growing U.S. companies that expect high-quality accounting, strong judgment, and professionals who can work independently.
 
 
 
 
 
 
 
 This role requires those that can work USA EST Time Zone hours 9AM ET - 6PM ET
 
 
 
 
 
 
 
 We work with growing and sophisticated US businesses that expect high-quality accounting, clear judgment, and professionals who can think independently.
 
 
 
 
 
 
 Role Overview
 
 
 
 We are hiring a
 
 QBO Onboarding &amp; Cleanup Specialist
 
 to lead the accounting side of client onboarding, with a strong focus on
 
 QuickBooks Online setup, diagnostics, cleanup, and GAAP alignment
 
 .
 
 
 You will take over new or messy QBO files, diagnose issues, rebuild or validate balances, and bring the books to ACE CPAs&rsquo;
 
 GAAP and reporting standards
 
 before transitioning clients into steady-state monthly accounting.
 
 
 This is a
 
 hands-on, problem-solving role
 
 for someone comfortable working independently and resolving complex accounting issues inside QuickBooks Online.
 
 
 
 
 
 
 
 What You&rsquo;ll Be Doing
 
 
 
 
 
 
 
 
 QBO Onboarding &amp; Diagnostic Review
 
 
 <ul>
 <li>
 Take ownership of new client
 
 QuickBooks Online
 
 files during onboarding
 </li>
 <li>
 Review trial balances, GL detail, and historical financials
 </li>
 <li>
 Identify errors, unsupported balances, and inconsistencies
 </li>
 <li>
 Reverse-engineer balances when records are incomplete or poorly maintained
 </li>
 </ul>
 
 
 
 
 
 GAAP Cleanup &amp; Balance Sheet Rebuild
 
 
 <ul>
 <li>
 Prepare GAAP-level cleanup entries (accruals, deferrals, reclasses, corrections)
 </li>
 <li>
 Rebuild and validate key balance sheet schedules:
 </li>
 <li>
 Cash and bank reconciliations
 </li>
 <li>
 AR/AP tie-outs
 </li>
 <li>
 Accruals and prepaids
 </li>
 <li>
 Payroll liabilities
 </li>
 <li>
 Fixed assets and depreciation
 </li>
 <li>
 Loans, equity, and intercompany balances
 </li>
 <li>
 Ensure all balances are fully supported and audit-ready
 </li>
 </ul>
 
 
 
 
 
 QBO Setup, Optimization &amp; Handover
 
 
 <ul>
 <li>
 Review and standardize the
 
 QuickBooks Online chart of accounts, mappings, and workflows
 
 </li>
 <li>
 Clean up and restructure GL accounts where needed
 </li>
 <li>
 Align client files with ACE CPAs&rsquo; internal templates and documentation standards
 </li>
 <li>
 Identify process gaps before monthly close begins
 </li>
 <li>
 Prepare clear onboarding summaries (issues found, adjustments made, open risks)
 </li>
 <li>
 Ensure a clean handoff to the ongoing accounting team
 </li>
 </ul>
 
 
 
 
 
 Who This Role Is For
 
 
 <ul>
 <li>
 Accountants with
 
 strong hands-on QuickBooks Online experience
 
 </li>
 <li>
 Professionals who enjoy
 
 cleanup, diagnostics, and fixing messy books
 
 </li>
 <li>
 Candidates with audit or strong reporting backgrounds who want ownership of complex work
 </li>
 </ul>
 
 
 
 
 
 Required Qualifications
 
 
 <ul>
 <li>
 
 ACCA, CA, or CMA qualified
 
 (or finalist)
 </li>
 <li>
 Strong background in
 
 audit, financial reporting, or advanced accounting
 
 </li>
 <li>
 Solid understanding of
 
 accrual accounting and U.S. GAAP
 
 </li>
 <li>
 Proven ability to troubleshoot and resolve accounting issues independently
 </li>
 <li>
 Ability to work
 
 U.S. EST hours
 
 </li>
 </ul>
 
 
 
 
 
 
 Technical Skills (Non-Negotiable)
 
 
 
 
 
 
 
 
 QuickBooks Online (Primary Tool)
 
 
 <ul>
 <li>
 GL review and diagnostics
 </li>
 <li>
 Cleanup and historical adjustments
 </li>
 <li>
 Chart of accounts restructuring
 </li>
 <li>
 Troubleshooting balance discrepancies
 </li>
 <li>
 Financial report validation
 </li>
 </ul>
 
 
 Advanced Excel
 
 
 <ul>
 <li>
 Pivot tables
 </li>
 <li>
 XLOOKUP / INDEX-MATCH
 </li>
 <li>
 SUMIFS
 </li>
 <li>
 Multi-tab reconciliation workbooks
 </li>
 <li>
 Structured balance sheet schedules
 </li>
 </ul>
 
 
 Communication
 
 
 <ul>
 <li>
 Excellent written and spoken English
 </li>
 <li>
 Ability to:
 </li>
 <li>
 Write clear accounting explanations
 </li>
 <li>
 Document cleanup logic and assumptions
 </li>
 <li>
 Communicate confidently with internal teams and, when needed, clients
 </li>
 </ul>
 
 
 
 
 
 Why This Role Stands Out
 
 
 <ul>
 <li>
 Heavy, real-world
 
 QuickBooks Online cleanup and restructuring work
 
 </li>
 <li>
 Exposure to complex U.S. GAAP accounting issues
 </li>
 <li>
 High ownership during the most critical client phase
 </li>
 <li>
 Clear path into senior technical or leadership roles
 </li>
 </ul>
 
 
</div>

QuickBooks Online (QBO) Onboarding & Cleanup Specialist – GAAP / US Clients

Behavior Frontiers

<div>Behavior Frontiers is an industry leader in ABA (Applied Behavior Analysis) treatment for autism and other special needs. We are on a continuous journey to explore, assess, and develop only the highest quality ABA treatments and solutions delivered by best-in-class clinical professionals. We are seeking enthusiastic individuals who are ready to embark on a meaningful journey in one of the fastest growing fields in healthcare. Our Onboarding Assistant position plays a critical role in our company and we need an individual with excellent customer service skills, detail oriented, ability to multi-task and a knowledge of Microsoft Office applications.
Availability: Full - Time (Monday - Friday 40 hours a week) 
Location: El Segundo, CA (In-Person) 
Compensation: $21.00 - $23.00 per/hour DOE<div>
How will you help create a World Without Limits:</div><div><ul><li>
Facilitate onboarding processes and coordinate with new hires to ensure a seamless and welcoming experience from offer acceptance to training.</li><li>
Effectively interface and communicate with all departments, including Recruitment, HR, IT, Training, and Client Services, regarding the status of new hires.</li><li>
Maintain a high level of attention to detail while managing numerous small but critical tasks, including accurate data entry of personal identifiers, credentials, and HR-related information within the system.</li><li>
Take on and implement any newly added requirements as needed to remain compliant with insurance or state guidelines and expectations.</li><li>
Set up new hire accounts, manage the onboarding tracker, and assign tasks as needed.</li><li>
Conduct welcome calls with new hires and send a welcome email outlining onboarding task due dates.</li><li>
Ensure the timely submission of all required onboarding documents by new hires.</li><li>
Guide new hires on navigating systems, resources, and policies.</li><li>
Monitor new hire checklist items for full completion and provide trouble shooting support as needed.</li><li>
Facilitate background checks and child abuse registry clearances, follow up with the vendors as needed, and ensure compliance with state regulations.</li><li>
Conduct SAMS, OIG, and Medicaid exclusion checks</li><li>
Coordinate the TB test process to ensure compliance with external payor requirements.</li><li>
Verify the employment eligibility of all new hires by completing E-Verify and updating the I-9 form accordingly.</li><li>
Assist in the development and implementation of new initiatives and programs.</li><li>
Support company-wide projects as needed, ensuring alignment with team goals and objectives.</li><li>
Execute all aspects of provider certifications, including initial appointments and reappointments</li><li>
Any other duties as assigned.</li></ul></div><div>
Qualifications and Skills:</div><ul><li>
Superior attention to detail</li><li>
Excellent organizational skills with a strong ability to multi-task and navigate multiple systems simultaneously in a fast-paced environment.</li><li>
Ability to support staff company wide</li><li>
Proficiency in self-managing time and priorities</li><li>
Excellent customer service &ndash; must have superior communication skills over the phone and via email</li><li>
Collaborative attitude with team-oriented outlook</li><li>
Ability to build strategic working relationships</li><li>
At least one year of onboarding/HR experience</li><li>
Bachelor's Degree preferred, but not necessary</li><li>
A professional, yet friendly demeanor</li><li>
Knowledge of Microsoft Office applications (e.g. Word, Excel, Outlook)</li><li>
Experience working daily in different applicant tracking and human resources information systems</li><li>
Familiarity with Jobvite, Monday.com and OnePoint is a plus</li></ul>
Why Behavior Frontiers is perfect for you:<ul><li>
Competitive pay with optional On-demand paychecks thru DailyPay - get paid on your own schedule!</li><li>
401K Plan with company match after 6 months of employment</li><li>
Paid Personal Time Off</li><li>
Paid Sick Leave</li><li>
Medical, Dental and Vision insurance</li><li>
Opportunities for career advancement</li><li>
Performance and promotion raises</li><li>
Paid mileage &amp; drive time</li><li>
Free Telehealth: Free access to a doctor via telehealth for you and your dependents with no limits and no co-pays</li><li>
Free Telehealth Mental Health: Free access to a mental health counselor via telehealth for you and your dependents (over age 13) with no limits or co-pays</li><li>
Employee Assistance Program: Free access to some support services (financial, legal, counseling, etc.)</li><li>
Fitness: Discounted monthly gym membership to 12,000 gym locations nationwide, as well as free access to workout videos</li><li>
Deals: Exclusive discounts and savings to 500+ companies and more!</li><li>
Travel: Discounts on travel essentials including hotels, rental cars, flights, excursions, and more!</li><li>
Lab Testing Discounts: 10-80% off costs of routine lab work</li><li>
New Benefits Rx: Discounts on prescription medications from 10-80% at 60,000 locations nationwide</li></ul>
Why work for Behavior Frontiers? Visit our benefits &amp; perks page to learn more!
Behavior Frontiers is an Equal Opportunity Employer and will consider for employment all qualified applicants in a manner consistent with the requirements of the applicable federal, state and local laws.</div>

Onboarding Specialist

First Command Financial Services

<div>How will this role impact First Command?

One of First Command&rsquo;s strategic priorities is to grow our number of selling Advisors so we may continue to &ldquo;Coach those who serve in their pursuit of financial security.&rdquo; The Advisor Onboarding team plays a critical operational role in effectively and efficiently converting individuals we recruit into First Command Advisors.

The Onboarding Cohort Leader plays an integral role in the initial licensing phase for new Advisor Trainees (ATs) at First Command and greatly impact the future growth of the advisor force. They are responsible for improving initial licensing throughput rates, by engaging with and coaching ATs and providing oversight of the licensing pipeline to all relevant stakeholders. They ensure all ATs understand their expectations and are provided all the tools and resources available to successfully pass the required FINRA and State exams.

What will the employee do in this role?
<ul>
<li>Establishes a coaching relationship with each new Advisor Trainee (ATs) by scheduling an initial 1:1 Welcome Call once they have cleared their background check</li>
<li>Provides each AT with a cohort study plan which outlines the cohort weekly objectives then works with them to personalize their plan for staying on track</li>
<li>Works with vendor partner to organize and facilitate the engagement with the AT for weekly cohort huddles calls and periodic instructor led focus sessions</li>
<li>Ensures each AT has study materials ordered on time for the cohort launch</li>
<li>Monitors and reports on each AT study progress weekly</li>
<li>Engages ATs weekly in support of their exam preparation</li>
<li>Coordinates and schedules 1:1 weekly check-in calls with each AT</li>
<li>Schedules 1:1 coaching calls, as needed, for more detailed guidance and support aimed at assisting ATs with staying on pace or catching up with their assigned study cohort</li>
<li>Ensures every ATs has access and understands how to use all the resources provided to help them successfully prepare for and pass all required exams</li>
<li>Opens exam windows through FINRA when standards for doing so are met and assists them with getting exams scheduled</li>
<li>Ensures all exam preparation and licensing activity data is recorded appropriately to ensure accurate and timely reporting to all stakeholders</li>
<li>Supports the Recruiting &amp; Onboarding leadership team and reports regularly on the progress of the ATs in their pipeline</li>
</ul>
Skills &amp; Qualifications

Education
<ul>
<li>Bachelor's degree or the equivalent combination of education and work experience required</li>
</ul>
Work Experience
<ul>
<li>3-5+ years in a professional office environment with emphasis on customer service and support is required</li>
<li>1+ year of experience in or knowledge of the securities registration and insurance licensing processes is preferred</li>
<li>Any coaching or teaching experience is considered a plus</li>
</ul>
Certifications
<ul><li>Securities Industry Essentials (SIE) exam preferred (will pay for licensing)</li>
<li>Series 6 or 7 licenses preferred (will pay for licensing)</li>
</ul>
Required Knowledge, Skills and Abilities
<ul>
<li>Proven experience working in a professional and service-oriented office environment</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to use independent judgment to plan and organize work</li>
<li>Demonstrated ability to work with and be entrusted with confidential client information</li>
<li>Must be able to multitask and prioritize tasks effectively in a fast-paced environment</li>
<li>Rapidly solve problems, recognize potential issues, and make decisions as quickly as possible while obtaining and maintaining all required regulatory standards</li>
<li>Demonstrate strong attention to detail and accuracy skills</li>
<li>Ability to work well under pressure and within deadlines</li>
<li>Possess strong organizational skills</li>
<li>Ability to work well with others</li>
<li>Collaborative problem-solving skills</li>
<li>Knowledge of RegEd licensing system a plus</li>
<li>Advanced computer skills and proficiency in Microsoft Office applications and AS400 (preferred)</li>
</ul>
#LI-NC1 #LI-hybrid</div>

Advisor Onboarding Cohort Lead

Search 10000+ Client onboarding analyst jobs near you this May. New roles added regularly across leading industries. Apply today.