client onboarding specialist

Trucordia

<div>
 1 Source Business Solutions, a leading provider of outsourced HR services, is a fast-growing PEO (HR) company seeking an experienced Receptionist/Administrative Assistant who has exceptional customer service skills. We are looking for a detail-oriented individual who thrives on assisting our clients with their payroll and administrative needs. This individual must be a leader, capable of setting the stage and giving direction, while also being a team player who works well with others. The ideal candidate will be a self-starter eager to learn and grow with us.
 <br/>
 <br/>
 This is a full-time position with benefits available and offers an excellent opportunity to join a company that values professional development and growth.
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 Client &amp; Employee Experience
 <br/>
 <br/>
 <ul>
  <li>
   Serve as a first point of contact for clients, employees, and visitors via phone, email, and in person
  </li>
  <li>
   Provide professional, timely, and courteous support to client and employee inquiries
  </li>
  <li>
   Build and maintain positive relationships by delivering a high level of service and responsiveness
  </li>
  <li>
   Assist clients and employees with general questions related to onboarding, payroll processes, and documentation
   <br/>
   <br/>
  </li>
 </ul>
 New Hire Onboarding &amp; Compliance
 <br/>
 <br/>
 <ul>
  <li>
   Coordinate and manage new hire onboarding processes, ensuring timely completion of all required documentation
  </li>
  <li>
   Assist employees with completion of I-9, W-4, and other federal, state, and company-specific forms
  </li>
  <li>
   Verify documentation for accuracy and completeness in compliance with federal and state regulations
  </li>
  <li>
   Enter and maintain new hire data within payroll and HR systems
  </li>
  <li>
   Track onboarding status and follow up as needed to ensure deadlines are met
   <br/>
   <br/>
  </li>
 </ul>
 Administrative &amp; Front Office Support
 <br/>
 <br/>
 <ul>
  <li>
   Manage front desk operations, including greeting visitors and directing inquiries appropriately
  </li>
  <li>
   Maintain organized electronic and physical records with strict attention to confidentiality
  </li>
  <li>
   Assist with general administrative tasks such as document preparation, scanning, filing, and data entry
  </li>
  <li>
   Support internal teams with onboarding-related coordination and communication
   <br/>
   <br/>
  </li>
 </ul>
 Process Improvement &amp; Collaboration
 <br/>
 <br/>
 <ul>
  <li>
   Identify opportunities to improve onboarding workflows and client experience
  </li>
  <li>
   Collaborate with internal departments to ensure seamless service delivery
  </li>
  <li>
   Maintain up-to-date knowledge of onboarding requirements, policies, and procedures
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High school diploma or equivalent
  </li>
  <li>
   Strong customer service and interpersonal skills
  </li>
  <li>
   Excellent attention to detail and organizational skills
  </li>
  <li>
   Ability to handle sensitive and confidential information with discretion
  </li>
  <li>
   Proficiency in basic office software (email, word processing, spreadsheets)
  </li>
  <li>
   Strong written and verbal communication skills
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Additional Information
  <br/>
  <br/>
 </strong>
 <strong>
  Please see our company Benefits:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   401(k)
  </li>
  <li>
   401(k) matching
  </li>
  <li>
   Dental insurance
  </li>
  <li>
   Flexible spending account
  </li>
  <li>
   Health insurance
  </li>
  <li>
   Life insurance
  </li>
  <li>
   Paid time off
  </li>
  <li>
   Retirement plan
  </li>
  <li>
   Vision insurance
   <br/>
   <br/>
  </li>
 </ul>
 Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
</div>


Client Experience & Onboarding Specialist

Decklaration

<div>
 <p>
  <strong>
   1Now
  </strong>
  is a SaaS-based Fleet Management Solution built for car rental businesses. We help owners boost revenue, reduce Turo commission fees, and streamline operations through features such as custom rental websites, secure driver verification, automated rental agreements, and powerful fleet analytics.
  <br/>
 </p>
 <p>
  We are looking for an
  <strong>
   Onboarding Specialist
  </strong>
  who can help new clients successfully set up and start using our platform while ensuring a smooth onboarding experience and ongoing support.
  <br/>
 </p>
 <strong>
  Key Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Set up and verify new client accounts, including business details and platform configuration.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Upload and configure fleet data, pricing rules, booking policies, and availability settings.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Enable and verify insurance integrations such as RentalCover, Bonzah, or other supported providers.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Configure payment gateways, taxes, deposits, and refund workflows to ensure smooth transactions.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Connect and test system integrations including Turo, SMS, email, CRM, and analytics tools.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Conduct onboarding calls and train clients on how to effectively use the platform.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Perform QA checks and run test bookings before the client goes live.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Provide post-launch support during the first 30 days to ensure smooth activation and retention.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Respond to client queries and coordinate with internal teams to resolve setup or technical issues.
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Requirements
 <br/>
 <br/>
 <ul>
  <li>
   6 Months to 1 year of experience in client onboarding, implementation, customer success, or support roles in a SaaS environment.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Strong understanding of system configurations, integrations, and troubleshooting.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Good communication skills with the ability to guide and train clients.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Detail-oriented with strong organizational and problem-solving skills.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Experience working with CRM tools or SaaS platforms is a plus.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Ability to manage multiple onboarding processes and client interactions.
  </li>
 </ul>
</div>


Onboarding Specialist

Webics Solution

<p>We are looking for a <b>detail-oriented Operations Executive</b> to manage client processes, documentation, and internal workflows for our international business services.</p><p><b>Responsibilities:</b></p><ul><li>Manage client onboarding process</li><li>Handle documentation for US LLC &amp; UK LTD</li><li>Maintain records in sheets / CRM</li><li>Coordinate with team for task completion</li><li>Follow up on pending cases</li><li>Ensure accuracy &amp; timely delivery</li></ul><p><b>Requirements:</b></p><ul><li>Strong attention to detail</li><li>Good English (reading/writing)</li><li>Organized &amp; responsible</li><li>Basic knowledge of business/accounting preferred</li><li>Must be <b>onsite &amp; punctual</b></li></ul><p><b>How to Apply:</b></p><p>Send:</p><ul><li>CV</li><li>Short intro</li><li>Answer:</li></ul><p><i>How do you handle a task when you don&rsquo;t understand it?</i></p><p>Job Type: Full-time</p><p>Pay: Rs35,000.00 - Rs60,000.00 per month</p><p>Work Location: In person</p>

US/UK Company Registration | Tax Filing | Bank Account Opening Specialist

Lion Chaser Development Group

<div>
 <strong>
  Benefits:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   401(k)
  </li>
  <li>
   401(k) matching
  </li>
  <li>
   Competitive salary
  </li>
  <li>
   Dental insurance
  </li>
  <li>
   Flexible schedule
  </li>
  <li>
   Health insurance
  </li>
  <li>
   Opportunity for advancement
  </li>
  <li>
   Paid time off
  </li>
  <li>
   Training &amp; development
  </li>
  <li>
   Vision insurance
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Pack Member Pro
 </strong>
 fi
 <strong>
  le: Operations &amp; Accounting Team Member (Franchise / Multi-Unit Support)
 </strong>
 We are a growing team supporting multi-unit operators across accounting, operations, and reporting systems. Our focus is helping clients successfully implement, maintain, and get value from their systems. This role is focused on execution. You will be responsible for supporting multiple clients across onboarding, ongoing accounting workflows, and system maintenance. This is a fast-paced, detail-oriented role that requires strong problem-solving skills and the ability to manage multiple priorities. Your role will embody our core values of Innovation, Accountability, Collaboration, Courage, Entrepreneurial Spirit, Pursuit of Excellence, and Tenacity.
 <br/>
 <br/>
 <strong>
  Key Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Core Values
  </li>
  <li>
   Embody our core values in all that you do.
  </li>
  <li>
   Client Onboarding
  </li>
  <li>
   Support new client implementations across accounting and operational systems
  </li>
  <li>
   Map accounts between systems (e.g., QuickBooks and operational platforms)
  </li>
  <li>
   Validate sales, deposits, and financial data
  </li>
  <li>
   Configure workflows including tip automation and daily sales processes
  </li>
  <li>
   Identify and resolve gaps in client data or setup
  </li>
  <li>
   Ongoing Accounting &amp; Operations Support
  </li>
  <li>
   Assist with weekly and monthly close processes
  </li>
  <li>
   Perform sales validation between POS and accounting systems
  </li>
  <li>
   Reconcile cash and deposits
  </li>
  <li>
   Maintain and update system mappings as needed
  </li>
  <li>
   Support multiple clients simultaneously
  </li>
  <li>
   Client Communication
  </li>
  <li>
   Respond to client questions and provide support
  </li>
  <li>
   Follow up on outstanding items and keep projects moving
  </li>
  <li>
   Translate system issues into clear next steps for clients
  </li>
  <li>
   System Troubleshooting
  </li>
  <li>
   Work across multiple systems including POS platforms, accounting software, and operational tools
  </li>
  <li>
   Identify discrepancies and resolve issues
  </li>
  <li>
   Navigate incomplete or inconsistent data environments
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Quali
 </strong>
 fi
 <strong>
  cations:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   3-5 years&rsquo; experience with bookkeeping or accounting
  </li>
  <li>
   Familiarity with QuickBooks Online
  </li>
  <li>
   Experience with multi-unit or franchise environments is a plus
  </li>
  <li>
   Strong attention to detail and organizational skills
  </li>
  <li>
   Ability to work independently and manage multiple priorities
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We&rsquo;re Looking For
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong problem-solving ability
  </li>
  <li>
   Comfort working in ambiguous or evolving environments
  </li>
  <li>
   High attention to detail
  </li>
  <li>
   Ability to follow through and take ownership of tasks
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Why This Role Matters
  <br/>
  <br/>
 </strong>
 Operators rely on accurate systems and clean data to run their business effectively. This role ensures systems are properly set up, maintained, and functioning so operators can focus on running their business.
 <br/>
 <br/>
 This is a remote position.
</div>


Operations & Accounting Team Member (Franchise / Multi-Unit Support)

<div><div><div><b>Benefits:</b></div>
<ul><li>401(k)</li>
<li>401(k) matching</li>
<li>Competitive salary</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
<li>Vision insurance</li><br>
 </ul></div><div></div><div><br>
<div><b>Pack Member Pro</b>fi<b>le: Operations &amp; Accounting Team Member (Franchise / Multi-Unit Support) </b>We are a growing team supporting multi-unit operators across accounting, operations, and reporting systems. Our focus is helping clients successfully implement, maintain, and get value from their systems. This role is focused on execution. You will be responsible for supporting multiple clients across onboarding, ongoing accounting workflows, and system maintenance. This is a fast-paced, detail-oriented role that requires strong problem-solving skills and the ability to manage multiple priorities. Your role will embody our core values of Innovation, Accountability, Collaboration, Courage, Entrepreneurial Spirit, Pursuit of Excellence, and Tenacity.<br>
</div><div><b>Key Responsibilities:</b><br>
</div><div><b>1. Core Values<br>
</b><br>
<br>
</div><ul><li>Embody our core values in all that you do.</li></ul><div><br>
</div>
<div><b>2. Client Onboarding</b></div><div><br>
</div>
<ul><li>Support new client implementations across accounting and operational systems</li>
<li>Map accounts between systems (e.g., QuickBooks and operational platforms)</li>
<li>Validate sales, deposits, and financial data</li>
<li>Configure workflows including tip automation and daily sales processes</li>
<li>Identify and resolve gaps in client data or setup</li></ul><br>
<div><br>
</div><div><b>3. Ongoing Accounting &amp; Operations Support</b></div><div><br>
</div>
<ul><li>Assist with weekly and monthly close processes</li>
<li>Perform sales validation between POS and accounting systems</li>
<li>Reconcile cash and deposits</li>
<li>Maintain and update system mappings as needed</li>
<li>Support multiple clients simultaneously</li></ul><br>
<div><br>
</div><div><b>4. Client Communication</b></div><div><br>
</div>
<ul><li>Respond to client questions and provide support</li>
<li>Follow up on outstanding items and keep projects moving</li>
<li>Translate system issues into clear next steps for clients</li></ul><br>
<div><br>
</div><div><b>5. System Troubleshooting</b></div><div><br>
</div>
<ul><li>Work across multiple systems including POS platforms, accounting software, and operational tools</li>
<li>Identify discrepancies and resolve issues</li>
<li>Navigate incomplete or inconsistent data environments</li></ul><br>
<div><br>
</div><div><b>Quali</b>fi<b>cations:</b></div><br>
<div><br>
</div><ul><li>3-5 years&rsquo; experience with bookkeeping or accounting</li>
<li>Familiarity with QuickBooks Online</li>
<li>Experience with multi-unit or franchise environments is a plus</li>
<li>Strong attention to detail and organizational skills</li>
<li>Ability to work independently and manage multiple priorities</li></ul><br>
<div><br>
</div><div><b>What We&rsquo;re Looking For</b></div><div><br>
</div>
<ul><li>Strong problem-solving ability</li>
<li>Comfort working in ambiguous or evolving environments</li>
<li>High attention to detail</li>
<li>Ability to follow through and take ownership of tasks</li></ul><br>
<div><br>
</div><div><b>Why This Role Matters</b></div>
<div>Operators rely on accurate systems and clean data to run their business effectively. This role ensures systems are properly set up, maintained, and functioning so operators can focus on running their business.</div><br>
<div></div>
<div></div>
</div><p>This is a remote position.</p></div>

Talent 360 ME

<div>
 <strong>
  Vezloo is Hiring: English Speakers (100% Remote)
  <br/>
  <br/>
 </strong>
 Vezloo is currently looking for English-speaking professionals to join our growing team. This is a fully remote opportunity offering a stable work schedule and the chance to work within a collaborative and dynamic environment.
 <br/>
 <br/>
 <strong>
  Key Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Own the end-to-end lifecycle of conversational agents, from requirements gathering to production deployment, ensuring alignment with business objectives
  </li>
  <li>
   Monitor agent performance and analyze user interactions to identify gaps and drive continuous optimization
  </li>
  <li>
   Collaborate with cross-functional teams (AI, graph creators, QA, and clients) to ensure smooth workflows and timely issue resolution
  </li>
  <li>
   Lead testing and quality assurance of conversational flows, validating accuracy and readiness for deployment
  </li>
  <li>
   Support client onboarding and implementation, while documenting processes, updates, and operational guidelines
  </li>
  <li>
   Ensure timely delivery of tasks in line with quality standards, while maintaining strict data confidentiality and compliance
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Work Conditions:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work Location: 100% Remote
  </li>
  <li>
   Working Days: Monday to Friday
  </li>
  <li>
   Days Off: Saturday and Sunday
  </li>
  <li>
   Working Hours: 10:30 AM to 6:30 PM (including a one-hour break)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Fluency in English (spoken and written)
  </li>
  <li>
   Strong communication skills
  </li>
  <li>
   Ability to work independently in a remote environment
  </li>
  <li>
   High level of commitment, attention to detail, and reliability
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Paid Time Off
  </li>
  <li>
   Work From Home
  </li>
  <li>
   Competitive salary based on experience
  </li>
  <li>
   Opportunities for professional development and exposure
  </li>
 </ul>
</div>


English Agent

Lenox Advisors

<div>
 ASSET014194_1
 <br/>
 <br/>
 <strong>
  Who We Are
  <br/>
  <br/>
 </strong>
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.
 <br/>
 <br/>
 <strong>
  Summary of the Role:
 </strong>
 The Asset Management Associate will work directly with the SVP, Broker Dealer Operations &amp; Solutions and Senior Asset Management Associate, Team Lead to successfully onboard and service new and existing clients who are placing their trust in Lenox Advisors to take care of their total investment needs. The Asset Management Associate shall demonstrate proficiency in all new client onboarding and service processes, systems, and procedures. In addition, the Asset Management Associate supports operational and service processes by helping to maintain documentation, prepare client communications, and assist with process improvements as directed. Special projects may be assigned at the discretion of Lenox leadership.
 <br/>
 <br/>
 <strong>
  Essential Duties And Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Proficient in standard new client onboardings and service processes, systems, and procedures. Manage RM/Client work items independently with expediency and superior customer service.
  </li>
  <li>
   Develop a strong understanding of Lenox Asset Management (LAM) subject matter, strong understanding of the LAM new business and service processes, systems, and procedures.
  </li>
  <li>
   Possess a strong understanding of the MMLIS platform, services, and personnel.
  </li>
  <li>
   Identify challenges and make recommendations in the development and revision of departmental policies and procedures.
  </li>
  <li>
   Periodically assists the SVP on special projects to ensure continuous and efficient workflow.
  </li>
  <li>
   Foster strong relationships with Relationship Managers, Asset Managers, neighboring departments, MMLISI, and vendors as well as the end client.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Knowledge
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   LAM and MMLIS subject matter expertise as it relates to new client onboarding and service processes, systems, and procedures
  </li>
  <li>
   Knowledge of various investment product characteristics and behavior in various market environments
  </li>
  <li>
   MOSAIC: Advanced skills related to tasking and arrays for companywide projects. Understanding of available reports such as Net Flow Reporting and Scorecards
  </li>
  <li>
   MMLIS Technology: Advanced skills related to A360, ENV3, Fieldnet, VAOE, and FOAE
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Skills/Abilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Maintaining positive working relationships with clients and Relationship Managers
  </li>
  <li>
   Supports the team in identifying issues and brings potential concerns to the attention of senior staff in a timely manner. Learns to recognize patterns and contribute to basic problem-solving efforts
  </li>
  <li>
   Assists with resolving routine service issues by gathering relevant information, coordinating with the appropriate vendor or department, and escalating more complex matters to senior team members when necessary
  </li>
  <li>
   Handle escalated issues assigned +by Lenox Leadership, RMs, and clients
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Behaviors/Attitudes
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Proactive; Self-Starter with the ability to think on their feet
  </li>
  <li>
   Views problems as opportunities to improve processes and make things better
  </li>
  <li>
   Has a strong sense of urgency about solving problems and getting work done and genuinely cares about delivering a positive service experience
  </li>
  <li>
   Total commitment to the success of their assigned team
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education And/or Experience
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree preferred
  </li>
  <li>
   3-5 years prior experience within financial services
  </li>
  <li>
   Previous operations experience and providing a high level of client service is preferred
  </li>
  <li>
   Series 7 and 66 (preferred)
  </li>
  <li>
   Life, Accident, and Health Insurance License (preferred)
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Offer
  <br/>
  <br/>
 </strong>
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $72,000.00 &ndash; $80,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 <br/>
 <br/>
 We&rsquo;re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
 <br/>
 <br/>
 <em>
  <strong>
   NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
  </strong>
 </em>
</div>


Asset Management Associate - (Hybrid)

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Client Experience & Onboarding Specialist

Onboarding Specialist

US/UK Company Registration | Tax Filing | Bank Account Opening Specialist

Operations & Accounting Team Member (Franchise / Multi-Unit Support)

Operations & Accounting Team Member (Franchise / Multi-Unit Support)

English Agent

Asset Management Associate - (Hybrid)