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Client Onboarding Specialist

Parsippany, New Jersey

Job ID: 10779 Category: Professional

Job Description

  • Act as primary project contact for clients and internal groups.
  • Provide continuous project feedback and status updates to key stakeholders.
  • Develop project plans and related task lists as necessary, update plans accordingly.
  • Work with client to determine parameter settings and key parameters into proprietary databases.
  • Manage multiple implementation tasks with other internal groups to ensure project completion in accordance with client requirements.
  • Develop and maintain professional client relationships and manage expectations with respect to live dates and other key timelines.
  • Maintain accurate and complete documentation including parameters, network paperwork, and documentation for all client interaction.
  • Provide occasional after hour support of client implementations.
  • Work with project managers and project teams to ensure internal project audit points are managed and tracked.
  • Develop and maintain consistent standards for project status reporting for internal and external purposes.   



  • Bachelor’s degree preferred or equivalent work experience required.
  • Three years’ work experience in an implementations capacity or environment.
  • Good project management knowledge including the ability to effectively manage and prioritize projects, issues and tasks.
  • Previous financial services industry, implementations, or installations experience highly desired.
  • Previous client services/relationships experience and project management experience.
  • Proficient computer skills including MS-Office Suite (Excel, Outlook, Word, OneNote and SharePoint).
  • Strong organization skills and attention to detail.
  • Strong customer services skills with the ability to maintain professionalism under pressure.
  • Strong verbal and written communication skills with the ability to communicate across all levels of clients and internal staff.
  • Strong sense of accountability and follow through, effective problem solving skills as well as a commitment to positive solutions and the client experience.
  • Team player with the ability to work independently.
  • Ability to provide after-hours support for client implementations.

Jared Goforth
Sr. Recruiter

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