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Client Onboarding Specialist

Titusville, Florida 32780

Job ID: 11204 Category: Professional

Job Description

  • Provide onboarding support to client institutions and processors to ensure customer expectations are exceeded.
  • Coordinate directly with customers to understand program set up requirements and facilitate conversions and maintenance requests without customer impact.
  • Report customer project accomplishments and deliverables to management.
  • Review and approve card program changes and trend opportunities for department development.
  • Manage non-routine, complex processing and change requests.
  • Act as the Project Lead for various initiatives - both internal and external - using Project Management best practices and skills.
  • Proactively identify operational opportunities to increase service quality or efficiency.
  • Build and enhance positive working relationships with key client institutions, processors and internal stakeholders.
  • Assess operational opportunities to increase service quality or efficiency.
  • Prepare and maintain detailed project plans, status reports, and issues logs.
  • Represent customer and operational requirements to internal client organizations.
  • Responsible for own work flow assignments and must be able to take the initiative to resolve problems and meet deadlines.
  • Coordinate internal Client resources to ensure delivery on commitments.        



  • Bachelors/Degree or equivalent experience.
  • Typically requires a minimum of 5-7 years’ experience in a customer support role in software, financial or information services.
  • Must understand secure and non-secure requirements per industry standards.
  • Excellent time management, organization, and planning skills are essential.
  • Able to set priorities, influence others, and manage customer expectations.
  • Demonstrated success in customer relationship management.
  • Self-starter with a demonstrated ability to achieve results as part of an effective team, and ability to effectively prioritize and multi-task under deadlines.
  • Excellent verbal, written, presentation and interpersonal skills are required.
  • Strong project management skills required.
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