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Client Onboarding Assistant

2 weeks ago

Kalyan, India Tasks Expert Virtual Employee Services Pvt. Ltd Full time

**Job Description for Onboarding Coordinator**

**Position Title**: Onboarding Coordinator**Department**: Client Onboarding**Reports To**: Client Onboarding Manager

**Job Overview**:The Onboarding Coordinator is responsible for creating and maintaining client profiles, preparing all required documentation for onboarding, and ensuring accurate and timely updates on client plans and activities. This role requires strong organizational skills, attention to detail, and the ability to collaborate with various stakeholders.

**Key Responsibilities**:

- **Client Profile Management**:

- Create and update client profiles in the CRM system.
- Verify the accuracy of client information and ensure proper documentation.
- **Documentation and Process Handling**:

- Prepare, review, and manage onboarding documents, including agreements and plan details.
- Ensure all necessary forms and approvals are completed before activation.
- **Activity and Plan Monitoring**:

- Monitor client plans and activities to ensure they align with client expectations.
- Flag discrepancies or issues in the client onboarding process and escalate them to the Onboarding Manager if needed.
- **Communication and Coordination**:

- Serve as the primary point of contact for new clients during the onboarding process.
- Coordinate with internal teams to address client inquiries and ensure smooth onboarding.
- **Reporting**:

- Maintain accurate records of onboarding activities and progress.
- Provide regular updates and reports to the Onboarding Manager on onboarding metrics and status.

**Required Qualifications**:

- **Education**: Bachelor’s degree in business, communications, or a related field.
- **Experience**: 1-3 years of experience in client onboarding, coordination, or administrative roles.
- **Skills**:

- Good organizational and multitasking abilities.
- Good verbal and written communication skills.
- Proficiency in Microsoft Office Suite and Google workspace.

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

Pay: ₹10,422.10 - ₹20,000.00 per month

**Benefits**:

- Provident Fund

Work Location: In person