Client Onboarding Intern

2 months ago


Bengaluru, India NeoDove Technologies Pvt. Ltd. Full time

**About the Role**:
We are excited to announce an opportunity for a Client Onboarding Intern to join our team at NeoDove. As a Client Onboarding Intern, you will play a vital role in ensuring our clients have a smooth and successful onboarding experience with our SaaS CRM platform. This internship offers valuable hands-on experience in client relations and software implementation within the fast-growing SaaS industry.

**Key Responsibilities**:

- Assist in the onboarding process for new clients, including gathering client requirements, configuring the CRM system, and providing training and support.
- Collaborate with the sales, customer success, and technical teams to ensure a seamless transition for clients from sales to implementation.
- Work closely with clients to understand their business needs and customize the CRM solution to meet their specific requirements.
- Provide training sessions and user documentation to clients, empowering them to effectively utilize the CRM platform.
- Troubleshoot and resolve any issues or challenges that arise during the onboarding process.
- Collaborate with the product development team to provide feedback and suggestions for improving the onboarding experience and product functionality.

**Skills**:

- Currently pursuing a degree in Business Administration, Information Technology, or a related field.
- Strong communication and interpersonal skills to interact with clients and internal teams.
- Detail-oriented mindset with a focus on delivering a high level of accuracy and quality.
- Ability to work independently and manage multiple client onboarding projects simultaneously.
- Basic knowledge of CRM systems and an eagerness to learn and become proficient in our SaaS CRM platform.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

**Duration**: This is a 4 to 6 months internship position with the possibility of extension based on performance and availability.

**Job Type**: Internship
Contract length: 6 months

**Salary**: ₹8,000.00 - ₹10,000.00 per month

Schedule:

- Monday to Friday

**Language**:

- English (required)
- Hindi (required)
- Tamil (required)

Work Location: In person

**Speak with the employer**
+91 7849824659
Application Deadline: 23/07/2023
Expected Start Date: 25/07/2023



  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    Description: As a specialist, you will work closely with our Implementation Consultants / International Onboarding Leads / Clients and will be responsible for coordinating all aspects related to client Onboarding related activities for Commercial Banking International Services and Onboarding Document Management Team. **Responsibilities**: - Reviewing and...


  • Bengaluru, India NeoDove Technologies Pvt. Ltd. Full time

    **About the Role**: We are excited to announce an opportunity for a Customer Onboarding Intern to join our team at NeoDove. As a Customer Onboarding Intern, you will play a vital role in ensuring our clients have a smooth and successful onboarding experience with our SaaS CRM platform. This internship offers valuable hands-on experience in client relations...

  • Fund Accounting

    1 month ago


    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    As an Associate you will be responsible for New Client Onboarding operations/Fund Events that involves - Reconciliations, Processing, Validating Transactions, Resolving Inquiries, Accounting Transitions, Process Automation & Efficiencies and Serving as a contact for escalations. **Responsibilities**: - All new client onboarding including tax, accounting...

  • Fund Accounting

    1 week ago


    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    As an Associate you will be responsible for New Client Onboarding operations/Fund Events that involves - Reconciliations, Processing, Validating Transactions, Resolving Inquiries, Accounting Transitions, Process Automation & Efficiencies and Serving as a contact for escalations. **Responsibilities**: - All new client onboarding including tax, accounting...

  • Fund Accounting

    7 days ago


    Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    As an Associate you will be responsible for New Client Onboarding operations/Fund Events that involves - Reconciliations, Processing, Validating Transactions, Resolving Inquiries, Accounting Transitions, Process Automation & Efficiencies and Serving as a contact for escalations. **Responsibilities**: - All new client onboarding including tax, accounting...


  • Bengaluru, India Australia and New Zealand Banking Group Limited (ANZ) Full time

    Client onboarding specialist Client onboarding specialist Req ID: Department: Insto Ops Onboarding Division: Institutional Location: Bengaluru Job Advertising InstructionsPlease note that although this position primarily involves serving as a Client Onboarding Specialist for Institutional Clients, internally, the role will be designated as "Ops Senior...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g....


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Job** **Responsibilities**: - People and resource management...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g. people...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. You will work closely with our Implementation Consultants / International Onboarding Leads / Clients...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants /...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    Employer Description: JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    Employer Description: JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of...

  • Emea Client Onboarding

    12 hours ago


    Bengaluru, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4...

  • Seller Onboarding

    2 weeks ago


    Bengaluru, India Career flight consultancy Full time

    **JOB DESCRIPTION** - To work as Seller Onboarding Specialist to onboard sellers from end to end by helping them clarifying their questions and resolving all integration issues. - Plan and meet the weekly target to onboard sellers. - Understand business flows, tools, trouble shoot and support seller issues using tools. - Highlight issues, share progress and...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government,...


  • Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The Commercial Banking Document Management Operations (CB DMO) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CB DMO group is seeking a and be responsible for coordinating all aspects related to client Onboarding related activities. Primary...

  • Quality Assurance

    2 months ago


    Bengaluru, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities** - Perform quality assurance review of data set up at Client Onboarding as a specialist - Work with members of the Client Onboarding team on inquiries in relation to the lifecycle of the Client Onboarding process - Contribute to continuous improvement and development of the quality program - Provide general...


  • Bengaluru, India JPMorgan Chase Bank, N.A. Full time

    J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and...