Onboarding Specialist Resume Samples
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Onboarding Specialist Resume Samples
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DQ
D Quitzon
Donnell
Quitzon
71304 Matilda Valleys
Dallas
TX
+1 (555) 474 4264
71304 Matilda Valleys
Dallas
TX
Phone
p
+1 (555) 474 4264
Experience
Experience
Phoenix, AZ
Onboarding Specialist
Phoenix, AZ
Lowe, Cassin and Powlowski
Phoenix, AZ
Onboarding Specialist
- Maintain and update job-specific training programs based on team member feedback, management feedback, policy changes, technology improvements, etc
- Knowledge of the care management process
- Process transfers in Manager Connection
- Maintain a working knowledge of recruiting procedures and policies
- Assist in facilitating the transition of new hires to their regular teams
- Prepare and ensure completeness of employment records as per established timeline
- Ensure onboarding transactions are in accordance with established policies and procedures
Los Angeles, CA
Technical Onboarding Specialist
Los Angeles, CA
Watsica, Okuneva and Haley
Los Angeles, CA
Technical Onboarding Specialist
- Manage and ensure successfully onboarding of new Clients and Third Party Providers
- Collect and validate connectivity specifications from Clients and Third Party Providers
- Ensure successfull integration with Client and Third Party Providers
- Collaborate and work with internal and external IT operations groups
- Research technologies to enhance and evolve external integration and connectivity solutions
- Maintain documentation of configuration and operating procedures relating to onbording and connectivity
- Provide costing indicators and project presentations to clients and prospects
present
Phoenix, AZ
Senior Seller Onboarding Specialist With German
Phoenix, AZ
Mills-Boyle
present
Phoenix, AZ
Senior Seller Onboarding Specialist With German
present
- Work on additional projects, help improve new tools and create new SOPs
- Work with Sellers to gather pain points in the listing process and educate them about the tools and processes which can make integrating easier
- Identify areas for operational improvement for sellers
- Provide technical guidance, review implementation progress, resolve technical issues and drive all stakeholders toward launch
- Integrate Seller content to the Amazon platform using Excel templates and in-house tools, working with European Business Teams
- Integrating seller content to the Amazon platform using standard item creation templates, working with European Business Teams
- Provide onboarding support to recruited sellers that build an automated integration with Amazon Marketplace Web Services
Education
Education
Bachelor’s Degree in Business Required Minimum
Bachelor’s Degree in Business Required Minimum
University of San Francisco
Bachelor’s Degree in Business Required Minimum
Skills
Skills
- Identify, develop, and facilitate all job specific training programs for new hires and on-going, job-specific education for current team members locally and remotely applying departmental best practices
- Communicate new policies and procedures to team members
- Administer job-specific training schedules and maintain participant records during training
- Evaluate team member performance and determine when team members have successfully demonstrated compentency in necessary skills – especially as a new hire
- Identify trends and outstanding areas of concern and mitigate through training
- Assist in facilitating the transition of new hires to their regular teams
- Maintain and update job-specific training programs based on team member feedback, management feedback, policy changes, technology improvements, etc
15 Onboarding Specialist resume templates
Read our complete resume writing guides
1
Asset Management Latin Private Bank Client Onboarding Specialist Resume Examples & Samples
- Perform broad range of client onboarding activities for local Brazil private banking business
- Liaise effectively with client-facing teams; provide strategic guidance as needed around client documentation, account opening policies, and global Private Bank standards
- Validate client documentation for authenticity and completeness
- Partner regularly with Service team to fulfill client requests; update account information; answer general inquiries
- Perform periodic KYC (Know Your Client) reviews focusing on client documentation and account authorized parties
- Leverage in-house technology to record client information; keep current with system updates and rollouts
- Assure adherence to corporate and regulatory control standards including KYC (Know Your Client) and AML (Anti-Money Laundering.)
- Actively participate in client onboarding projects/priorities (such as collection of missing documentation, remediation activities, client reference data reconciliation, etc.)
- Minimum of 5 years experience in the Financial Services and/or Private Banking industry
- Client Onboarding and/or documentation analysis experience strongly preferred
- Strong ability to work independently and with appropriate urgency; excellent follow-up habits
- Proven success at collaborating across lines of business to resolve issues, improve efficiency, and foster clear communication channels
- Work style characterized by high level of precision and attention to detail
- Ability to perform effectively in a fast-paced environment with rapidly changing business priorities
- Fluency in Portuguese and English is critical, Spanish a plus
2
Asset Management Latin Private Bank Client Onboarding Specialist Resume Examples & Samples
- Perform comprehensive account-onboarding activities for local Mexico private banking business
- Liaise effectively with client-facing teams; provide strategic guidance as needed around client documentation, account opening policies, or global Private Bank standards
- Assure COB adherence to corporate and regulatory control standards, and local Mexican laws. Monitor reports, flag issues, and follow-up to timely resolution
- Actively participate in COB projects/priorities (such as suitability repapering, client reference data reconciliation, etc.)
- Oral and written fluency in English and Spanish is critical
3
Cib Operations Client Onboarding Specialist Resume Examples & Samples
- Central point of contact to the Front Office and internal stakeholders (WCOB Checkers, AML Compliance, Credit, Legal and Middle Office Operations), concerning client on-boarding queries and status updates
- Ensure the smooth and seamless on-boarding process for our clients and front-office
- Experience in KYC and/or Client On-boarding
- Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals and "think outside of the box"� for achieving results
- Graduate
- Minimum 1-2 years experience in financial services operations or compliance, Investment Banking, custody or client service
4
Collateral New Business & Onboarding Specialist Resume Examples & Samples
- The department is responsible for collecting and entering data in line with agreed legal and client specific terms
- Relationship management – daily engagement with key client’s managing the new business process and managing client and stakeholder expectations
- Collaboration – interface with other divisions and departments in implementing standards and processes to support effective management of counterparty exposure
- Management of daily controls to ensure accuracy and integrity of data
- This is a high performing risk-focused unit which operates with an ethos of innovation, continual improvement and process development
5
Client Onboarding Specialist Resume Examples & Samples
- Represent Client Onboarding team in strategic change-the-bank activities & projects, and deliver business requirements that are in line with Private Bank's objectives, vision and roadmap
- Provide and deliver continuous process improvements, in view of the changing operating and regulatory environment
- Manage Client Onboarding team's Book-Of-Work (BOW) and the prioritization of change related tasks
- Support User Acceptance Testing (UAT), and deliver training where required
- Provide and deliver MI and capacity management framework and tools
6
Fix Client Onboarding Specialist Resume Examples & Samples
- Excellent communication skills with a passion for high quality client service
- Excellent knowledge of the FIX protocol
- Solid experience in project management
- Solid experience in technical support in a distributed environment, including experience of FIX support
- Strong understanding of EMEA Equities markets and products
- Strong analytical and problem solving skills
- Strong FIX certification and testing experience
- Good knowledge of connectivity, Networks and TCP/IP, Firewalls, VPN
- Good knowledge of UNIX/Linux
- Good knowledge of SQL and databases
- The ability to work effectively with local and global technology and business teams
- The ability to work well under pressure to provide high quality, accurate and timely solutions
- Self-motivated with an ability to work with minimal supervision
- Programming or scripting knowledge desirable
- Experience of software release and version control systems desirable
- Relevant qualifications in engineering, computer science or an equivalent
7
Onboarding Specialist, Retail Channel Resume Examples & Samples
- Serves as coordinator to organize on-boarding activities starting from the candidate’s pre-hire interview and selection process thru start date, and beyond for the Retail Channel
- Facilitates completion of the new employee processes and protocols specific to the employee’s role, and confirms all needs and special requests have been met to create a positive experience for new employees
- Participates in single hire and large group onboarding initiates under the direction of their manager
- Communicates pertinent on-boarding statuses and updates regarding new hires in process on a daily/weekly basis, along with maintaining and distributing reporting as directed by management
- Determines and meets expectations of Retail leadership, corporate departments, hiring managers and new employee candidates alike. Utilizes analytical and/or problem solving skills to ensure a successful on-boarding and transition of employees, and works efficiently to support change as needed
- Provides administrative support, and coordinates projects and priorities as directed by management
- Performs related duties as assigned by supervisor with regards to the Onboarding and Branch Logistics Team
- Previous experience utilizing an ATS (application tracking system) or iCIMS is a plus
- Ability to balance team and individual responsibilities
- Identifies and resolves problems in a timely manner while demonstrating accuracy and thoroughness
- Experience working under pressure in a fast-paced environment and able to adapt to change and managing competing demands
- Must be people-oriented with excellent communication skills
- Must possess a clear understanding of confidentiality when dealing with proprietary company or employee data
- Must have strong computer and MS office skills, including; Outlook, Word, Excel, PowerPoint
- Detail and multi-task oriented
8
Client Onboarding Specialist Resume Examples & Samples
- Be the single point of contact / case manager for APAC IBCM Bankers, on new client onboarding requests
- Act as Subject Matter Expert to provide advice to APAC IBCM Bankers in relation to KYC and account opening queries including customer profile, documentation requirements and data maintenance to minimize error / rejection rates and ensure effective client onboarding processing
- Perform an independent initial review of client account documentation for different account types, to ensure completeness of KYC information and adherence to regulatory requirements and bank policies
- Understand and communicate account structures to APAC IBCM Bankers, liaise with Front Office bankers (and client where appropriate) to obtain required information, and coordinate delivery of appropriate documentation to/from Client ID and other relevant internal stakeholders
- Proactively provide/obtain/coordinate advice from/to relevant CS stakeholders as needed to resolve potential or actual issues affecting the onboarding processes
- Follow up with relevant stakeholders and workflow actors for escalated or prioritized cases
- Monitor client request status; escalate delays and issues to Client On-boarding Manager
- Understand and communicate importance of Ethics & Control surrounding CS client onboarding processes and procedures
9
Technical Onboarding Specialist Resume Examples & Samples
- Manage and ensure successfully onboarding of new Clients and Third Party Providers
- Collect and validate connectivity specifications from Clients and Third Party Providers
- Ensure successfull integration with Client and Third Party Providers
- Collaborate and work with internal and external IT operations groups
- Work across multiple application portfolios to develop secure and scalable solutions to support the continued growth of the self onboarding
- Research technologies to enhance and evolve external integration and connectivity solutions
- Maintain documentation of configuration and operating procedures relating to onbording and connectivity
- Provide support for business critical escalations as needed
- Strong experience with setup system to system integrations (SSL, TLS, SFTP, etc.)
- Strong Linux, Java and SQL skills
- Able to read application and system log records for problem resolution of connectivity and web service enablement
- Demonstrated success in customer and partner support role
- Master degree in Information Technology (IT)
10
Customer Success Onboarding Specialist Resume Examples & Samples
- Take a data-driven approach to project optimization; you are equally comfortable analyzing data and making it accessible for clients
- Are extremely organized, pay attention to detail, and are known for bringing new ideas to the table
- Understand how to drive engagement with a digital product, using a smart mix of marketing channels and messages
- Successfully onboarding all new Voxy customers, which includes helping design the right program and milestones, training, technology & pedagogy set up (as needed), testing and ongoing support
- Delivering ongoing reporting and program updates to the partner to keep them informed and satisfied
- Collaborating with internal and external teams, as necessary, to ensure the successful delivery of each program
11
Cpb-know Your Customer Onboarding Specialist Resume Examples & Samples
- Knowledgeable and with several years of working experience in KYC/AML areas, risks or control functions
- Mature, strong analytical and problem solving ability
- Excellent interpersonal skills to manage relationships across businesses, geographies, and all levels
- Able to multi-task in a dynamic environment and follow through the assignments
- Project management experience would be an advantage
12
Application Onboarding Specialist Resume Examples & Samples
- Coordinate/attend meetings throughout onboarding cycle
- Research application monitoring, validate existing monitoring configurations against standards, and remediate gaps
- Identify L0 access requirements, submit access requests, and track provisioning status
- Submit requests for new monitors (where applicable) and test/verify implementation
13
Operations Onboarding Specialist Resume Examples & Samples
- Bachelor degree followed by relevant working experience
- 5 years of experience in middle/back office environment
- Experience in asset management
- Knowledge of relevant onboarding documentations, such as IMA’s, prospectus, ISDA, etc…
- Strong understanding of industry best practices and market conventions
- Strong knowledge of MS Office (expert in Excel)
- Excellent communication skills in both English and French
- Capability to multi-task
- Pro-active, self-motivated and the ability to thrive in a fast paced environment and deliver while working under pressure with tight deadlines
14
Technical Onboarding Specialist Resume Examples & Samples
- Build proximity and understand the needs of clients together with different business teams and formulate with the corresponding trading solutions on different asset classes
- Translating client’s needs into trading solutions: from design to implementation, from the network level to application level, FIX certification, etc
- Provide costing indicators and project presentations to clients and prospects
- Conducting trading solutions “run through”s and demonstrations
- Coordinating with front to back office teams to ensure that all onboarding tasks are completed: account creations, legal agreements, exchange reporting setups, pre-trade limits etc
- Managing clients and regulators to ensure that clients’ trading solutions are in compliance with SG and regulator’s requirements
- Gather feedback of clients for further product offering enhancements
- Keep a close coordination with Production experts to guarantee a smooth go live for the clients
- Maintaining a close relationship with clients, exchanges and Independent Software vendors (ISV)
- 5+ years experiences of supporting, deploying or using ISV systems (e.g. Fidessa, Trading Technologies etc)
- Good knowledge of global trading of ETD (Exchange Traded Derivatives) and Equities
- Knowledge of other Asset Classes will be a plus (i.e. Forex, Fixed Income etc)
- Experience with low latency trading solution, Exchange Colocation Setup
- Excellent knowledge of Asia Pacific exchanges
- Previous experience in a client facing role
- Good interpersonal and communication skills, sense of service, and flexibility are essential requirements
- Fluent in written and spoken English
- Knowledge of other languages will be an added advantage (e.g. Korean, Japanese, French etc)
15
Account Onboarding Specialist Resume Examples & Samples
- Audit contracts for accuracy and compliance with state, regulatory and underwriting requirements, across all WVO brands. These contracts cover all brands including WVR, WBW, CWP, WorldMark and Discovery. This includes the shipping and receiving of all contract types. It also includes the coding of all contracts for the securitizations
- Coordinate resolution of contract discrepancies with WVO business partners and owners
- Logging and delivering of hold checks
- Complete other duties as assigned by management
- High School diploma or GED equivalent
- 3 years general office experience
- Intermediate PC skills and proficiency in MS World, Excel, PowerPoint, Access, and Outlook
- Deadline conscious with strong drive and initiative
- Strong analytical, problem solving, and troubleshooting skills
16
Customer Onboarding Specialist Resume Examples & Samples
- Contributes to the development, documentation, and implementation of a standardized onboarding approach from contract execution to post implementation analysis
- Facilitates new customer onboardings by collaborating cross-functionally with internal and external counterparties, including but not limited to Proposal Management, Credit, Sales, technology, various Operations teams, and our external customers
- Understands the different customer account structures and legal documentation required to establish new accounts
- Utilizes mechanisms (ie. survey) to capture and document customer requirements with a systematic, streamlined methodology
- Ensures all necessary account documentation is received and validated in a timely manner
- Communicates updates to the AmerisourceBergen business pipeline (ie. Onboarding Dash Board) of pending account Go-Lives to all levels of the company
- Manages, tracks, and escalates key milestones and deliverables to ensure customer expectations are being met
- Resolves issues through coordination with various teams, including senior level executives
- Ensures completion of all internal deliverables prior to account go live (via the Onboarding Dash Board utilized to streamline the overall process.)
- Conducts periodic post onboarding reviews via surveys; analyzes results and makes recommendations in accordance to findings
- Identifies opportunities for improvement within in the onboarding process
- Participates in strategic initiatives that will continue to enhance and further streamline the onboarding process
- Requires experience in fields such as business administration, accountancy, sales, marketing, computer sciences or similar vocations generally obtained through completion of a four year bachelor’s degree program or equivalent combination of experience and education; normally requires a minimum of three (3) years equivalent experience
- A successful candidate will have a demonstrated ability to build rapport and relationships with customers/business partners, a deep commitment to customer service, and strong interpersonal skills required to operate well in a team environment across multiple groups. Candidates must have the ability to complete work with minimal oversight
- Strong customer focus and ability to partner with various internal groups, including senior leaders and front office
- Ability to successfully influence many different groups and individuals to deliver high quality and timely results
- Ability to directly address conflicts and escalate issues where appropriate
- Excellent analytical, problem solving, and time management skills
- Proven organization and prioritization skills
- Results driven, with strong attention to detail
- Adaptable, flexible and willing to work in a dynamic environment
- Comfortable working with a team and individually to deliver results
- Strong working experience with Microsoft applications, with a particular strength in Word, Access, Excel, and PowerPoint
- Demonstrated ability to build and interpret reports and graph/statistics desired
- Ability to create trust and confidence quickly; presents a positive and professional image
- High energy, positive attitude, team player
- Willingness to travel as needed (less than 10%)
17
Account Onboarding Specialist Resume Examples & Samples
- Timely and accurately image, redact and validate contract documents into the imaging system for all products
- Research and resolve system issues within Datacap (Imaging) system
- Log all contracts scanned and tasks completed daily
- Research and report daily and weekly dashboards
- Responsible for regular equipment maintenance of scanners
- 2 years general office experience preferred
- Intermediate PC skills and proficiency in MS Word, Excel, PowerPoint, and Outlook
- Ability to multitask and adapt to changes in a demanding work environment
- Ability to work on repetitive tasks
18
Senior Seller Onboarding Specialist With German Resume Examples & Samples
- Provide onboarding support to recruited sellers that build an automated integration with Amazon Marketplace Web Services
- Provide technical guidance, review implementation progress, resolve technical issues and drive all stakeholders toward launch
- Daily and/or weekly contact with sellers via phone and email
- Gather facts and metrics about seller issues that need to be driven to solution
- Identify areas for operational improvement for sellers
- Engage with the Sellers on a regular basis to onboard their content onto the Amazon platform
- Integrate Seller content to the Amazon platform using Excel templates and in-house tools, working with European Business Teams
- Work with Sellers to gather pain points in the listing process and educate them about the tools and processes which can make integrating easier
- Correct and enhance existing content of products that have high visibility on the Amazon website
- Work on additional projects, help improve new tools and create new SOPs
- Bachelor degree (preferably in Computer Science or Business) and 3 to 6 years of relevant working experience
- Advanced computer programming logic, ability to work with IT systems, understand and work with XML feeds, SQL/DW would be an added benefit
- Excellent communication skills in written and oral English and German with the ability to face external and internal partners in a professional and mature manner
- Attention to detail and high capability to work on different projects in parallel
- Advanced computer literacy in Microsoft Office (especially MS Excel) applications
- Other European languages are an advantage
19
Senior Seller Onboarding Specialist With German Resume Examples & Samples
- Engaging with sellers on a regular basis to onboard their content onto the Amazon platform
- Integrating seller content to the Amazon platform using standard item creation templates, working with European Business Teams
- Work with sellers to gather pain points in the listing process and educating them about the tools and processes which could increase the ease and efficiency with which sellers integrate with Amazon
- Documenting the issues/roadblocks/friction identified in the listing process during the interaction with the Sellers in a structured and concise manner
- Correcting and enhancing existing content of products that have high visibility on the Amazon website
- Bachelor degree (preferably in Computer Science or Business) and 2 to 4 years of relevant working experience
- Ability to work with IT systems, understand and work with XML feeds, SQL/DW would be an added benefit
20
Customer Onboarding Specialist Resume Examples & Samples
- Partnering with the customer facing teams to collect required legal documents and associated information to meet all regulatory and internal policies
- Acting as subject matter expert on KYC/ AML and associated legal documents and process to onboard a customer to the SGX BT platform
- Polling and liaise with Principal agents and customers on possible matches
- Polling individual customer and dealer on confirming any established trading relationship Maintenance of up-to-date customer data
- Triggering downstream workflows and tracking to the successful onboarding of customers
21
Safe ACT Onboarding Specialist Resume Examples & Samples
- Undergraduate Bachelor’s degree in business required
- Minimum of 5+ years of mortgage banking experience with a financial services organization or equivalent work experience
- Minimum of 5 years of previous management experience
- Demonstrated excellence in project management, managing multiple projects at once
- Proven leadership experience
- Fundamental understanding and knowledge of the mortgage lending process and applicable regulatory requirements
- Understanding of the credit and lending process and related systems
- Thorough knowledge of the mortgage industry
- Strong written, verbal communication and strong presentation skills
- In depth PC/computer skills with solid understanding of MS Office and the ability to use the Bank’s loan origination system and other applicable mortgage applications
- Expert knowledge of Excel, Access and PowerPoint
- Strong organizational skills
- Demonstrated proactive and problem-solving style
- Superior service and consulting orientation towards external customers; excellent listening skills
- Proven ability to build effective relationships – at all levels and internally/externally
- Strong reporting and analysis skills
22
Collateral New Business & Onboarding Specialist Resume Examples & Samples
- LI-KS1*
- Understanding of core systems used within Operations
- Experience in Microsoft Office Applications, in particular, solid Excel skills
- Solid problem solving abilities and a keen eye for attention to detail
- Understanding of Derivative products, and the lifecycle event of such transactions
- Control focused with proven data analysis experience
- Solid communication and client service skills
- Ability to forge solid working relationships with the Credit Suisse front and middle office teams
- Understanding of Collateral Management functions will be an advantage, but not a pre-requisite)
23
Customer Onboarding Specialist Resume Examples & Samples
- AA or Bachelor’s degree or equivalent combinations of education and industry knowledge
- 5-7 years’ experience in customer service and account management
- Knowledge of Program Languages: HTML and XML
- Experience in the Title Insurance industry. Knowledge of the Data Trace System preffered
- Excellent time management
- Organizational skills
- Strong communication skills- both written and verbal
- Great team player with an ability to take charge
24
Am-client Onboarding Specialist Resume Examples & Samples
- Perform comprehensive account-onboarding activities for local Mexico private banking business
- Leverage in-house technology to record client information; liaise with technology to deploy new systems and modify current ones, as needed
- Liaise effectively with client-facing teams; provide strategic guidance as needed around client documentation, account opening policies, or global Private Bank standards
- Validate client documentation for authenticity and completeness
- Assure COB adherence to corporate and regulatory control standards, and local Mexican laws. Monitor reports, flag issues, and follow-up to timely resolution
- Partner regularly with Service team to fulfill client requests; update account information; answer general inquiries
- Actively participate in COB projects/priorities (such as suitability repapering, client reference data reconciliation, etc.)
- University level studies in law, accounting, or management are desirable
- Experience in the Financial Services and/or Private Banking industry is desirable
- Client Onboarding and/or documentation analysis experience preferred
- Strong ability to work independently and with appropriate urgency; excellent follow-up habits
- Proven success at collaborating across areas and participants to resolve issues, improve efficiency, and foster clear communication channels
- Work style characterized by high level of precision and attention to detail
- Ability to perform effectively in a fast-paced environment with rapidly changing business priorities
- Oral and written fluency in English and Spanish is important for this position
25
Seller Onboarding Specialist Resume Examples & Samples
- B2.2/C1 Certification in German Language and Bachelor degree (preferably in Computer Science or Business) and 0 to 3 years of relevant working experience (preferable in account management)
- Ability to work with IT systems, understand and work with XML feeds, SQL/DW
- Excellent communication skills in written and oral English with the ability to face external and internal partners in a professional and mature manner
- Interest in e-Commerce/Online business
- Desire to work in a fast-paced, challenging environment and passion for delivering great customer experience is required
- Creative and analytical problem solver with a passion for operational excellence
- B2.2/C1 Certification in German Language and Bachelor degree (preferably in Computer Science or Business) and 0 to 3 years of relevant working experience(preferably account management)
26
Franchise Onboarding Specialist Resume Examples & Samples
- Works within departmental program guidelines to assist Franchise Candidates in the setup of their Mac Tools business
- Works with candidates and field management to offer the Mac Tools Franchise based on the candidate’s needs
- Facilitates candidate’s requests for financing and truck options
- Uses various computer support and business support systems simultaneously to process candidate information/requests
- Ensures candidate satisfaction and wins continued business loyalty through flawless onboarding
- Responds to potential candidates inquiries, requests, and needs via phone, fax, and email in a timely manner
- Provides general guidance to franchise candidates on Mac Tools Franchise opportunities, business preparation, etc
- Regularly works with Field Management on candidate onboarding status
- Associates Degree and related experience is required; a Bachelor’s Degree is preferred
- Must be proficient in Microsoft Office and other computer programs
- Must be able to develop tools to streamline day-to-day work
- Critical thinking and problem-solving abilities are critical. Must be able to synthesize findings from analysis and draw conclusions
- Skilled in problem resolution and providing best practices solutions
- Effective at performing detail-oriented tasks, data analysis, and forward thinking
- Exceptional written and verbal communication skills to manage across functions at various levels
- Must have a winning attitude
27
Onboarding Specialist Resume Examples & Samples
- Identify, develop, and facilitate all job specific training programs for new hires and on-going, job-specific education for current team members locally and remotely applying departmental best practices
- Communicate new policies and procedures to team members
- Administer job-specific training schedules and maintain participant records during training
- Evaluate team member performance and determine when team members have successfully demonstrated compentency in necessary skills – especially as a new hire
- Identify trends and outstanding areas of concern and mitigate through training
- Assist in facilitating the transition of new hires to their regular teams
- Maintain and update job-specific training programs based on team member feedback, management feedback, policy changes, technology improvements, etc
- High school diploma or equivalent required
- At least one year of client experience preferably in the automotive or financial services industry
- Demonstrated success in training, coaching, or mentoring others
28
Hrss Onboarding Specialist Resume Examples & Samples
- Provide HR deliverables support related to On-boarding activities on time and with the highest level of customer experience focus
- Execute delivery tasks
- Excellent written and oral communication skills in English and Russian
- Minimum 1 year of professional experience
- Excellent written and oral communication skills
- Strong analytical and details skills
29
Independent Small Managerment Chain Onboarding Specialist Resume Examples & Samples
- Conducts a wide range of more complex analyses and analytical reviews in support of data integrity
- Gathers and analyzes data used in the recommendation for basic technology solutions
- Assists with or may perform special projects and responds to ad hoc requests (e.g., analytics, time between proposal and signing)
- Extracts data from McKesson systems for use in providing meaningful information to the department
- Performs research and studies in the areas of Enterprise Data Management data quality
- Assists in the preparation of business review presentations and development of reports
- Coordinates small to medium department projects or may coordinate small pieces of larger projects
- 2+ years’ experience in data analysis
- Working knowledge of company functions and the effects of data changes on those departments
- Working knowledge of research and communication skills and established skills in analytical tools such as MS Excel and MS Access
- Basic knowledge of business intelligence applications (e.g., Business Objects) and SQL
- Basic understanding of layout and structure of company data stores
30
Client Onboarding Specialist Resume Examples & Samples
- Day-to-day client onboarding, periodical review, and system entry
- Send and receive the onboarding/KYC documents, and proceed background check and record it in the system
- Contact with Data Management team and ask for set-up the new account
- Process KYC periodic review for Midium and High risk clients
- Working closely with Compliance to extract the possible impact and find the gap to KYC flow control environment
- Managing and communicate with the business stakeholders to understand their business, client onboarding and periodical review plan
- Develop and enhance KYC/Due Diligence workflow and control environment, responding to the change of demands and multi-countries legislation reflected
31
Cpb-know Your Customer Onboarding Specialist Resume Examples & Samples
- 5-10 years of experience in financial industry, in Risk & Control area, preferably KYC/AML related
- Excellent interpersonal skills to manage relationships across businesses, geographies and all levels
- Able to multitask in a dynamic environment and follow through the assignments
- Project Management experience would be an advantage
32
New Customer Onboarding Specialist Resume Examples & Samples
- Deliver “Wow” Personalized Experiences that drive customer engagement
- Seek to Understand and know the customer both professionally and personally
- Build Custom Training/Onboarding Experience to suit customer’s unique needs
- Teach and Train customers in New Product. Look for areas to add on additional products and services
- Live Webinars- 1:1, 1: Many, Face to Face
- Direct Customer to relevant Online Training
- Email Customers with timely tips, tricks, news and resources
- Deep Customer Empathy
- Accounting and Tax Preparer Workflow Knowledge
- Presentation Proficiency
- PTO/Lacerte/ ProSeries Working Knowledge- Intuit One Experience Trained
- Intuit One Place Care Experience
33
Senior Onboarding Specialist Resume Examples & Samples
- Performs metrics reporting and provide project support
- Assists with on-boarding, training and mentoring of newly hired associates
- Contributes to the implementation of process improvements
- Provides assistance with elevated items including research and follow up
- Effective communication of daily responsibilities and goals to the team
- Excellent interpersonal, leadership and oral/written communication skills
- Capable of multi tasking and working effectively under stress and high volume
- Superior client service proficiency including excellent verbal, written and listening skills
- Knowledge of Merrill Lynch products and services
- Able to remain current with and comply with regulatory requirements
- Demonstrate integrity and ability to work as part of a team
- Foster collaborative relationships within and across business units and sectors
- Understand and demonstrate cultural awareness
- Exceptional organizational and time management skills
- Strong analytical and problem resolution skills
- Anticipate and understand client needs
- Apply sound judgment in making decisions
- Knowledge of Microsoft Office Suite
34
Human Capital Event Coordinator & Onboarding Specialist Resume Examples & Samples
- Basic computer skills, knowledge of Life Time organization, detail oriented, organized, ability to handle multiple priorities
- Talk, hear, stand and walk
- Lift up to 25 pounds
- Read, write, type and comprehend text
- Visually observe objects up close and at a distance
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E-banking / Client Onboarding Specialist Resume Examples & Samples
- Creation of clients contract document for ebanking access
- Client document management of ebanking contracts
- Ebanking client queries, tickets management and access ordering
- Management of power of attorney and access rights
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Technology Alliance Partner Onboarding Specialist Resume Examples & Samples
- Manage the TAP registration queue and associated cases
- Respond to partner inquiries via phone, email or conference calls
- Vet and classify new companies interested in joining the TAP program against defined qualifications
- Manage the TAP on-boarding process, including applications, membership upgrades, membership payments, and potential renewals
- Utilize internal and external systems to resolve partner onboarding issues and manage cases
- Push TAP benefits to new partners, including not-for-resell licenses and SDK-packs
- Transition new partners to TAP Account Managers
- Cross-train with other members of the TAP program
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MFN Seller Fulfilled Prime Onboarding Specialist Resume Examples & Samples
- Communicate the value proposition, requirements and keys to success to Sellers who have begun the registration process for MFN Seller Fulfilled Prime
- Advice Sellers on how to customize their shipping settings in order to maximize profitability
- Advise Sellers on how to select items to add to the Seller Fulfilled Prime program (complementing FBA)
- Ensure Sellers have linked their shipping carrier accounts in Seller Central so that they receive the best possible shipping rates
- Educate Sellers about how they can optimize their operations for MFN Prime, including integrating directly with the Buy Shipping API or using a 3rd party integrator that supports the Buy Shipping API
- Meticulously document interactions with Sellers in Salesforce to provide all stakeholders precise information about Sellers’ progress towards launch
- Collaborate with the Sales team to gather requirements and help build the tools and processes that maximize launch efficiency
- Work with the Sales Onboarding Program Managers to gather knowledge on new tools and processes that optimize onboarding performance
- Assist sellers with general questions during the Prime Trial period
- Methodically document Seller feedback in order to drive and prioritize new feature / product requests
- Excellent written and spoken English. · Sales Driven
- Proven communication and negotiation skills with the ability to face external and internal partners in a professional and mature manner, and strong ability to handle objections. · MS Excel knowledge (find/sort data, replace, basic formulas)
- Examples of being self-managed and problem solving through effective use of resources available or by following the right escalation paths
- Detail-oriented: to guarantee high quality Seller launches (Sellers who maintain strong delivery performance and commit 50%+ of their MFN selection to MFN Prime)
- Seller obsessed: recognizes when and how he/she can add value to the Seller’s business
- Advanced computer literacy especially in Microsoft Office applications (Use outlook as business tool)
- Prior experience working with Salesforce
- In-depth knowledge of Seller Central, particularly: new regional Shipping Settings, Manage Your Inventory (MYI) and Inventory Loader Feed Files, Manage Your Orders (MYO), Amazon Buy Shipping Service, Manage Your Returns (MYR), Seller Performance
- Project management basics
- Ability to work with wide range of people at all decision-making levels
- Experience in influencing and negotiating tasks and deliverables with others
- Demonstrates examples of adapting to changes and challenges in the business
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Client Middle Office Onboarding Specialist Resume Examples & Samples
- Conduit to the firm for new hedge fund client across asset class (“One stop shop”)
- Gatekeeper for best practice
- Front to back facilitation of Credit, Legal, KYC, IT connectivity and integration process
- Prioritisation of business with partner teams (Sales, Credit, Legal, KYC)
- Gatekeeper for regulatory requirements including, EMIR, CBR, Volcker, FATCA )
- Establish relationships with clients and internal stakeholders
- Keep abreast of significant industry changes/updates affecting clients
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TF Onboarding Specialist Resume Examples & Samples
- Minimum of two years of Administrative Assistant or HR experience in a corporate office environment preferred
- Must be service oriented, have strong communication, follow up skills and the ability to succeed in a fast paced environment
- Strong organization and time management skills
- Clear and concise written and verbal communication skills
- Proven Analytical Skills
- High level Quality Control
- Process documentation experience strongly preferred
- Must maintain high degree of confidentiality and strong attention to detail
- Must have the ability to compile, sort and manipulate raw data to also include math calculations
- Able to understand, interpret and execute instructions
- Intermediate level knowledge in Word and Excel
- Basic Access skills preferred
- Fieldglass experience a plus
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Project Analyst & Onboarding Specialist Resume Examples & Samples
- Manages CSC Poland Business Office projects support to successful delivery of CSC actions and initiatives
- Works with regional and global CSC teams on the delivery of the EMEA and Global CSC Network financial reports
- Partners with CSC managers - construct, deliver and execute CSC Poland Strategy
- Manages MIS and forecast data for local financials and site growth
- Manages of Financials for CSC Management lines
- Support the CSC Poland Managers and People Strategy Committee to create the best onboarding experience for every new hire joining CSC Poland
- Support recruitment reporting and analytics (including survey, VOE for New hires)
- Act as an On - Boarding coordinator
- Ensure successful support for site events and senior visits
- Supports the BO Head with management and execution of ad hoc initiatives
- Interacts with EMEA team
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Seller Onboarding Specialist Resume Examples & Samples
- 2 to 4 Years of business experience
- Excellent Excel spreadsheet skills
- Excellent project and program management skills
- Proven verbal and written communication skills, presenting to decision makers
- Demonstrated ability to deliver both strategic and tactical results from inception to completion
- Excellent planning and execution skills. Meticulous and methodical, detail oriented with a demonstrated ability to dive deep and ask the right questions
- Experience in eCommerce, Retail or Service industry
- Grocery distribution experience
- Advance Excel and SQL
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Onboarding Specialist Resume Examples & Samples
- Work closely with candidates who accept offers to ensure clear understanding of pre-employment process
- Monitor pre-employment requirements submission of new hires
- Coordinate with pre-employment screening and medical vendors to ensure efficient service delivery
- Coordinate and meet with recruiters regarding onboarding concerns
- Recommend ways to continuously improve the onboarding process
- Prepare and ensure completeness of employment records as per established timeline
- Monitor PES and medical clearance and disseminate first day schedule advisory to new hires
- Ensure onboarding transactions are in accordance with established policies and procedures
- Orient new hires on pre-employment requirements, check and validate completeness of information in collected documents & requirements
- Coordinate candidate travel (process candidate expenses, credit card reconciliation)
- Process vendor invoices via accounts payable system
- Process corrections to candidate data
- Process transfers in Manager Connection
- Process relocations requests via relocation database
- Maintain a working knowledge of recruiting procedures and policies
- Work with various HR towers to support specific projects, reporting or HR efforts as needed
- Schedule interviews (coordinate with candidate, hiring manager, recruiter, etc.) as needed
- Audit new hire paperwork to ensure that the team is 100% compliant in the hiring process
- Printing of Employment Contract Letter and forms for relevant functions
- Generate reports as needed
- Delivery of specific HR projects as required
- Assume additional tasks as may be assigned by direct supervisor
- Ensure that JPMorgan Chase is positioned to attract, source and recruit the best talent, both internally and externally
- Excellent organizational skills
- Ability to multi-task
- Strong ability to constantly prioritize workload
- Strong communications and interpersonal skills
- Sense of urgency and proactivity
- Team player
- Positive attitude and a sense of humor
- Ability to handle fast-paced, high-pressure environment
- Proficient in utilizing Microsoft Applications: Word, Excel, PowerPoint, Outlook, SharePoint
- College graduate or with equivalent work experience
- Prior work experience in Recruitment or volume hiring is an advantage
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Financial Markets Product Onboarding Specialist Resume Examples & Samples
- Analysing new requirements resulting from the legislation and /or bank`s policies and rules and translating them into the FM client and product on-boarding process and workflow
- Performing data consolidation and data clean up
- Primary point of contact for the global front office locations and centre of excellence in Amsterdam
- Analysing / advising / approving process with regards to CDD, MiFID, FATCA, EMIR, CRS and upcoming regulatory requirements
- Driving and owning the resolution of gaps identified during processing
- Generating improvement ideas and driving their implementation
- Participation and active support of projects relevant to services provided by the department
- Responsibility for accuracy of high level Management reporting
- 1 year(s)
- University education Master's degree: Economic, Finance or Legal
- University education Master's degree
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Onboarding Specialist Resume Examples & Samples
- High School Diploma
- Proficiency in all Microsoft Office applications, including Word and Excel
- Excellent communication skills, both verbal and written
- Working knowledge of computers, or a demonstrated technical aptitude and an ability to quickly learn new systems
- Associate’s or Bachelor’s Degree in Business, Finance or a related field
- Familiarity with nursing and social work certifications
- Knowledge of the care management process
- Ability to screen resumes in detail
