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Assistant Client Onboarding Jobs in Texas (NOW HIRING)

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Essential Job Functions • Assist with the sales-to-services transition and overall client onboarding deliverables. • Work alongside the project implementation teams to drive software product ...

Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists! The ImpactYou'llMake: * Responsible for client onboarding coordination, which includes ...

Essential Job Functions • Assist with the sales-to-services transition and overall client onboarding deliverables. • Work alongside the project implementation teams to drive software product ...

Sales Assistant

San Antonio, TX · On-site

$58K - $62K/yr

We are seeking a detail-oriented and motivated Sales Assistant to join our dynamic team. The ideal ... Collaborate with other departments to ensure smooth client onboarding Qualifications Qualifications

We are seeking a detail-oriented and motivated Sales Assistant to join our dynamic team. The ideal ... Collaborate with other departments to ensure smooth client onboarding Qualifications Qualifications

Client Onboarding & Implementation * Serve as a primary point of contact throughout treasury ... Identify, escalate, and assist in resolving operational, compliance, and fraud-related concerns.

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Assistant Client Onboarding information

What does an assistant client onboarding do?

An Assistant Client Onboarding professional supports the process of integrating new clients into a company’s services or platforms. Their responsibilities include gathering necessary documentation, verifying client information, coordinating with internal teams, and ensuring all onboarding steps are completed efficiently. They play a crucial role in providing a smooth and positive first experience for clients, addressing their queries, and troubleshooting initial issues. This position often requires strong communication, attention to detail, and organizational skills.

What are some common challenges faced by assistant client onboarding professionals, and how can they be addressed?

Assistant Client Onboarding professionals often encounter challenges such as managing tight deadlines, coordinating between multiple departments, and ensuring accurate documentation for compliance purposes. These challenges can be addressed by developing strong organizational skills, maintaining effective communication with both internal teams and clients, and staying updated on regulatory requirements. Proactively anticipating client needs and being detail-oriented are also essential to ensure a smooth onboarding process and build positive client relationships.

What is the difference between Assistant Client Onboarding vs Client Onboarding Specialist?

AspectAssistant Client OnboardingClient Onboarding Specialist
CredentialsHigh school diploma or equivalent; some roles may require basic certificationsBachelor's degree often preferred; certifications in customer service or onboarding are common
Work EnvironmentSupportive office or remote team assisting with onboarding tasksClient-facing roles, often in financial, tech, or consulting industries
Employer UsageEntry-level support role within onboarding teamsSpecialized role responsible for managing the onboarding process end-to-end
Search & Comparison IntentOften searched by those seeking entry-level onboarding support rolesCompared by those looking for more advanced onboarding responsibilities

While both roles support client onboarding, the Assistant Client Onboarding typically handles administrative and support tasks, whereas the Client Onboarding Specialist manages the entire onboarding process, often with more client interaction and responsibility.

What are the key skills and qualifications needed to thrive as an assistant client onboarding, and why are they important?

To thrive as an Assistant Client Onboarding, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with CRM platforms, onboarding software, and compliance management systems is typically required. Excellent interpersonal skills, problem-solving abilities, and clear communication help build positive client relationships and ensure a seamless onboarding experience. These skills ensure accuracy, regulatory compliance, and client satisfaction during the crucial initial phase of the client relationship.
What are the most commonly searched types of Client Onboarding jobs in Texas? The most popular types of Client Onboarding jobs in Texas are:
What cities in Texas are hiring for Assistant Client Onboarding jobs? Cities in Texas with the most Assistant Client Onboarding job openings:

Commercial Client Onboarding & Dep. Acct. Supervisor

Fifth Third

Dallas, TX • On-site

Full-time

PTO

Re-posted 22 days ago


Job description

Make banking a Fifth Third better
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

The Commercial Client Onboarding & Deposit Account Supervisor will be responsible for supervising and mentoring teams who support Commercial clients through the onboarding process. Commercial Client Onboarding & Deposit Account Supervisors are responsible for the onboarding of new commercial relationships, with a focus on deposit and treasury management solutions, working closely with internal partners within the commercial structure.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Plan, assign and monitor the workflow of assigned team, maintaining optimum efficiency and cost effectiveness while ensuring that production standards and service level agreements are met and maintained.
  • Ensure proper backup support for the team during leaves of absence, vacations, illnesses and other PTO.
  • Provide day-to-day support and guidance across all aspects of the entire client onboarding process.
  • Meet with other Line of Business (LOBs) to create partnerships among teams and ensure expectations are met.
  • Identify opportunities regarding Client service improvement to internal partners within Operations, Product and Business Controls.
  • Participate in projects for the development and maintenance of policies and procedures that are created with regards to Client Advisor role and activities they perform.
  • Ensure compliance across all teams that teams stay consistent complying with all tax, risk, legal and compliance/audit procedures that are regulated by Fifth Third Bank.
  • Review and refine processes employed by the team, adopting best practices.
  • Assist in resolving complex client-oriented issues. Identify problems that exist outside normal bank policy and procedural guidelines and escalate to management as necessary.
  • Provide timely feedback to relationship team, LOBs and manager concerning status of implementations, product issues, new sales opportunities and competitive information.
  • Participate in projects partnering with internal business partners to enhance service-related training for internal and external facing products and services.
  • Provide guidance on how to identify proactive service and cross sell opportunities.
  • Ensure team members are properly trained to empower them to meet performance expectations. This includes initial, follow-up, and ongoing training and communication regarding best practices, service processes, procedures, policies and guidelines.

SUPERVISORY RESPONSIBILITIES:

Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Bachelor's degree or equivalent work experience required.
  • 5 years customer service experience required.
  • 5 years banking experience required including Commercial Bank experience (including, but not limited to the following): commercial account structure, treasury management products and services, commercial loans.
  • 5 years demonstrated leadership or equivalent training. Must have leadership skills necessary to manage a team of service professionals with varying backgrounds and levels of experience.
  • Possess a strong understanding of risk and its potential impact on the Bancorp.
  • Strong written and verbal communication skills.
  • Fifth Third product and system knowledge preferred.
  • Ability to travel and successfully cover multiple regions/markets (depending on assigned territory), as needed to achieve P&L success.
  • Demonstrated ability to effectively manage complex teams (including, but not limited to): 5 or greater employees, remote employees, multiple LOBs, markets, cities, etc.
  • Ability to effectively interact with Bank management.
  • Ability to manage complex, uncertain, high-pressure situations, and adapt to new and different circumstances.
  • Demonstrated ability to work and solve escalated issues independently, with minimal supervision.

WORKING CONDITIONS:

  • Normal office environment with little exposure to dust, noise, temperature and the like.
  • Extended viewing of a CRT screen.
  • Limited travel required.
Commercial Client Onboarding & Dep. Acct. Supervisor

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Cincinnati, Ohio 45227

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.