hireclover
All jobs

The Value Maximizer

Client Onboarding and Support Associate

Remote Middle $3.5k–$6.2k/moest.

Summary

The Value Maximizer is seeking a Client Onboarding and Support Associate to serve as the primary contact for live clients in the banking/financial services space. The role focuses on onboarding coordination, product/service setup readiness, and post-implementation support to ensure strong client satisfaction and smooth operations.

What you'll do

  • Serve as the first point of contact for live clients, responding to questions and issues promptly and effectively.

  • Create and manage onboarding requests and client setups, ensuring required documentation and processes are completed accurately.

  • Coordinate with internal teams to facilitate timely onboarding and setup of products and services.

  • Coordinate operational activities to ensure clients are test-ready for testing and integration.

  • Provide warranty support to new production clients and handle post-implementation issues.

  • Partner with technical teams to troubleshoot and resolve technical problems with minimal disruption.

  • Maintain regular client communication, manage expectations, and build long-term client relationships as a trusted advisor.

Requirements

  • Bachelor's degree in business, IT, or a related field.

  • At least 2 years of experience in client onboarding, customer support, or a similar role within banking or financial services.

  • Knowledge of mTLS and TLS certificates.

  • Familiarity with ServiceNow, Postman, Splunk, and Apigee (preferred).

  • Excellent communication and interpersonal skills for working with clients and internal teams.

  • Understanding of banking products, services, and operational processes related to onboarding and support.

  • Strong organizational and time-management skills with high attention to detail.

  • Problem-solving mindset and ability to work in a fast-paced, dynamic environment.

Conditions

  • Location: USA.

Browse jobs