Client Onboarding Assistant

4 days ago

Kalyan City HO Thane Maharashtra, India Tasks Expert Virtual Employee Services Pvt. Ltd Full time

**Job description**

**Company**: Tasks Expert Virtual Employees Services Pvt. Ltd.
**Location**: Kalyan, Maharashtra
**Employment Type**: Full-Time
**Shift Timing**: US Shift / UK Shift (timing may vary based on client onboarding needs)
**Work Days**: Monday to Friday
**Salary**: ₹15,000 - ₹25,000 per month (based on experience)
**Experience**: Minimum 1 year in admin, data entry, or onboarding support roles

**Job Summary**

**Key Responsibilities**

**1. Timesheet and Data Management**
- Track and manage client timesheets exported from CRM systems
- Ensure all timesheets are up-to-date, accurate, and delivered on time
- Support CRM data exports and consolidation

**2. Backup Maintenance**
- Maintain external backups for client onboarding and activity data
- Organize and securely store sensitive information in compliance with company policies

**3. Administrative Support**
- Assist the Onboarding Coordinator with preparation of client profiles and onboarding documentation
- Provide general administrative assistance to the onboarding team

**4. Quality Assurance**
- Perform routine quality checks to ensure accuracy and completeness of client data and documents
- Report any inconsistencies or missing data to the Onboarding Coordinator

**5. Internal Coordination**
- Collaborate with internal departments to collect data required for client onboarding
- Ensure timely and complete delivery of onboarding records and forms

**Required Skills and Qualifications**
- **Education**: High school diploma or equivalent required (Bachelor’s degree preferred)
- **Experience**: Minimum 1 year in administrative, data entry, or support functions
- **Technical Skills**:

- Proficiency in Microsoft Excel and Google Workspace
- Familiarity with CRM tools and data management basics
- **Soft Skills**:

- Excellent organization and time management
- Strong verbal and written communication skills
- Ability to work independently and handle sensitive information discreetly

**Benefits**
- Opportunity to work in a client-facing, process-oriented team
- Skill development in CRM, data handling, and project support
- Work in international time zones with global exposure
- Growth pathway within the onboarding or client operations team

**How to Apply**

**Job Types**: Full-time, Permanent

Pay: ₹180,000.00 - ₹300,000.00 per year

**Benefits**:

- Leave encashment
- Provident Fund

Schedule:

- Monday to Friday
- Night shift
- UK shift
- US shift

Supplemental Pay:

- Overtime pay

Work Location: In person

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Provident Fund

Work Location: In person

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