Client Onboarding Associate
Indexed description
Apex Fintech Solutions Client Onboarding Associate YesterdaySaved Hybrid 2 Locations 111K-139K Annually Mid level 111K-139K Annually Mid levelFintech • Software • Financial ServicesManage end-to-end onboarding for new clients, serving as their primary contact, gathering documentation, coordinating account setup and data migration, delivering training, and providing initial support. Collect feedback, maintain detailed records, collaborate with sales, service, and technical teams, ensure regulatory compliance, and report on onboarding outcomes and client satisfaction.Top Skills: Crm ToolsMicrosoft Office Suite
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