The Value Maximizer
Client Onboarding and Support Associate
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.