Client Onboarding Associate will own day-to-day execution of client onboarding for Treasury and Cash Management, acknowledging inbound requests, coordinating with clients and internal teams, and driving open items to completion.
Requirements
- Acknowledge inbound requests from clients, internal teams, and banking partners promptly, confirm ownership, and communicate clear next steps and timing.
- Prioritize multiple active workflows to coordinate the collection, review, and tracking of onboarding documentation.
- Maintain accurate status trackers, account records, and internal systems.
- Draft polished and concise written communications for clients, banking partners, and internal stakeholders.
- Manage inquiries received by phone, email, or other channels, resolve routine issues, and escalate higher-risk items appropriately.
- Support process documentation and other projects that improve team consistency, responsiveness, and operational efficiency.
- Flexibility with respect to assigned responsibilities, shifting priorities, and evolving deadlines.
- Working proficiency in Microsoft Office, including Excel, and experience with CRMs.
Benefits
- Competitive and comprehensive benefits package
- Opportunities for growth
