Client Onboarding Specialist
1 month ago
Bring Your Expertise
BNY Mellon is seeking a skilled Client Onboarding and Transitions Specialist to join our Client Activation team in Pune. As a key member of our team, you will play a critical role in delivering exceptional client service and ensuring seamless onboarding and transitions for our clients.
Key Responsibilities:- Provide high-quality support to clients with complex transactions and processes, responding to phone, email, and other inquiries regarding company products and services.
- Assist clients with moderately complex operational or client issues, researching and resolving problems in a timely and efficient manner.
- Route issues that cannot be addressed at point of contact to appropriate teams, providing status updates on problem resolution and outstanding issues.
- Contribute to process improvement by suggesting ideas to enhance team efficiency and provide guidance to less experienced staff.
- Ensure the quality and completion of own work.
- Working in a team to deliver best possible client service related to analyzing and maintaining client documents.
- Ensuring documents are uploaded correctly and match regulatory requirements to support daily business responsibilities while minimizing potential risk and financial loss.
- Demonstrating understanding of various regulations applicable to the role and associated control framework to ensure ongoing adherence.
- Demonstrating good communication skills (written and spoken) in English, as the role involves communicating with internal and external clients.
- Generating and providing information to questions from internal and external clients.
- Graduate or BBA/MBA degree required.
- Minimum years of experience required.
BNY Mellon is a leading global financial services company with a rich history of innovation and industry firsts. We offer a culture that empowers you to grow, take risks, experiment, and be yourself. Our inclusive culture has earned us numerous awards, including Fortune's World's Most Admired Companies and Bloomberg's Gender Equality Index.
Benefits:BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey, focusing on your health, personal resilience, and financial goals.
-
Client Onboarding Specialist
1 month ago
Chennai, Tamil Nadu, India THE BANK OF NEW YORK MELLON CORPORATION Full timeUnlock Your Potential as a Client Onboarding SpecialistAt BNY Mellon, we're seeking a talented Client Onboarding Specialist to join our Client Activation team in Pune, MH. As a key member of our team, you'll play a vital role in providing exceptional client service and ensuring seamless onboarding experiences.Key Responsibilities:Provide quality support to...
-
Chennai, Tamil Nadu, India BNY Full timeAt BNY Mellon, we are seeking a highly skilled Global Onboarding and Client Transition Specialist to join our team. As a Senior Associate in this role, you will play a critical part in the successful onboarding of clients into our system, ensuring seamless transitions and conversions while meeting all compliance, legal and regulatory requirements.We estimate...
-
Onboarding Process Specialist
1 month ago
Chennai, Tamil Nadu, India Encora Inc. Full timeJob SummaryWe are seeking an experienced Onboarding Specialist to join our team at Encora Inc. The successful candidate will be responsible for ensuring the successful onboarding of new clients/business units, as well as ensuring that existing customers have the necessary training to meet their job requirements.Key ResponsibilitiesDevelop and implement...
-
Client Onboarding Associate
3 weeks ago
Chennai, Tamil Nadu, India THE BANK OF NEW YORK MELLON CORPORATION Full timeJob SummaryWe are seeking a skilled Client Onboarding Associate to join our team. The ideal candidate will have experience in client onboarding, transition management, and regulatory checks.Key Responsibilities:Conduct assigned operational and data analysis activities related to client onboarding/transitions/conversions.Serve as an advisor to clients as they...
-
Onboarding Process Specialist
3 weeks ago
Chennai, Tamil Nadu, India Encora Inc. Full timeJob Overview:Encora Inc. is seeking an Onboarding Specialist to ensure the successful onboarding of new clients/business units and provide necessary training to meet their job requirements.Key Responsibilities:Develop and implement effective onboarding processes for clientsCollaborate with clients to understand their specific requirements, goals, and desired...
-
Corporate Onboarding Specialist
1 week ago
Chennai, Tamil Nadu, India Saaki Argus & Averil Consulting Full timeAbout Saaki Argus & Averil Consulting:Our Company OverviewWe are one of the leading IT services organizations in the industry, committed to delivering exceptional results and providing a supportive work environment for our employees.Estimated Salary: ₹50,000 - ₹75,000 per annum (based on experience)Job Description:Role SummaryThe Corporate Onboarding...
-
Chennai, Tamil Nadu, India Edvoy Full timeAbout the RoleWe're seeking a seasoned marketing professional to join our team as a Senior Onboarding and Retention Marketing Specialist at Edvoy. In this role, you'll be responsible for creating and executing marketing strategies that drive customer onboarding, retention, and growth.
-
Customer Onboarding Specialist
4 weeks ago
Chennai, Tamil Nadu, India FULL Creative Full timeAs a Customer Onboarding Specialist at FULL Creative, you will play a pivotal role in driving product-led growth and guiding customers through their initial experiences with our SAAS scheduling product. Your mission is to promote customer satisfaction and maximize product adoption while ensuring a balanced approach to their onboarding journey.Key...
-
Client Success Specialist
3 weeks ago
Chennai, Tamil Nadu, India Verifitech Services - India Full timeRole OverviewWe are seeking a highly skilled Client Success Specialist to join our team at Verifitech Services - India. This role will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and exceeding their expectations.Key ResponsibilitiesDevelop and implement client success plans to drive growth and...
-
Client Relationship Specialist
4 weeks ago
Chennai, Tamil Nadu, India Verifitech Services - India Full timeClient Relationship SpecialistWe are seeking a skilled Client Relationship Specialist to join our team at Verifitech Services - India. This role is crucial in building and maintaining strong relationships with our clients, ensuring their needs are met, and exceeding their expectations.Key Responsibilities:Client Communication:Act as the primary point of...
-
Onboarding Process Coordinator
3 weeks ago
Chennai, Tamil Nadu, India Encora Inc. Full timeJob Title: Onboarding Process CoordinatorAt Encora Inc., we are seeking an Onboarding Process Coordinator to join our team. The successful candidate will be responsible for ensuring the successful onboarding of new clients/business units, as well as ensuring that existing customers have the necessary training to meet their job requirements.Key...
-
Onboarding Specialist
4 weeks ago
Chennai, Tamil Nadu, India Prompt Personnel Private Limited Full timeKey Responsibilities:• Educate associates to upload documents through mobile apps.• Collect joining documents (offline) and update the AMS.• Prepare offer and appointment letters and send to associates.• Send required documents for BGV for all applicable cases.• Maintain a record of Pan India employees' joining documents on the server.•...
-
Product Onboarding Expert
3 weeks ago
Chennai, Tamil Nadu, India FULL Creative Full timeCustomer Onboarding Specialist RoleAs a key member of our team at FULL Creative, you will play a pivotal role in delivering seamless customer onboarding experiences for our SAAS scheduling product. Your mission will be to foster strong connections with customers, guide them through their initial experiences with our software, and promote customer...
-
Chennai, Tamil Nadu, India Savvysoft Technologies Full timeAbout the Role:At Savvysoft Technologies, we are seeking a skilled Client Relationship Specialist to join our US staffing team. This dynamic role involves building and maintaining strong relationships with clients in the US market, ensuring their satisfaction and driving business growth. The ideal candidate will work closely with internal teams to deliver...
-
Global Onboarding Coordinator
2 days ago
Chennai, Tamil Nadu, India Pinnacle Group, Inc. Full timeAbout Pinnacle Group, Inc./PTR GlobalTrusted provider of workforce management and financial services, recognized for delivering comprehensive and innovative solutions.We foster a dynamic work environment where our employees are empowered to achieve excellence and contribute to the success of our clients globally.Job Summary:The ideal candidate will assist in...
-
Customer Relationship Specialist
4 weeks ago
Chennai, Tamil Nadu, India Verifitech Services - India Full timeClient Relationship ManagementWe are seeking a skilled Client Relationship Specialist to join our team at Verifitech Services - India. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients.Key ResponsibilitiesRelationship Building: Develop and maintain strong relationships with...
-
HR Recruitment Specialist
4 weeks ago
Chennai, Tamil Nadu, India 2coms Full timeJob Title: HR Recruitment SpecialistJob Location: ChennaiJob Details:We are seeking a skilled HR Recruitment Specialist to join our team at 2coms in Chennai. As an HR Recruitment Specialist, you will be responsible for end-to-end recruitment, screening, sourcing, interview coordination, and onboarding.Key Responsibilities:Source and recruit top talent for...
-
Customer Onboarding and Retention Strategist
3 days ago
Chennai, Tamil Nadu, India Edvoy Full timeAbout EdvoyEdvoy is a leading education technology company that enables students to achieve their academic goals through innovative solutions. As we continue to grow and expand our services, we are seeking a highly skilled Customer Onboarding and Retention Strategist to join our team.Job DescriptionWe are looking for a seasoned professional to design and...
-
Customer Success Specialist
4 weeks ago
Chennai, Tamil Nadu, India Verifitech Services - India Full timeClient Onboarding and SuccessAt Verifitech Services - India, we are seeking a skilled Customer Success Specialist to join our team. In this role, you will be responsible for guiding clients through our onboarding process, ensuring a seamless and efficient experience. You will collaborate with our sales and implementation teams to ensure a smooth transition...
-
Senior Client Specialist
1 month ago
Chennai, Tamil Nadu, India Access Healthcare Services Full timeJob Title: Senior Client SpecialistWe are seeking a highly skilled and experienced Senior Client Specialist to join our team at Access Healthcare Services in Chennai, India. In this role, you will work closely with employees and executives at all levels of the company to handle ongoing legal matters, assist with administrative tasks, and work on compliance...