Client Onboarding Advisor

Role Overview

As a Client Onboarding Advisor, you will serve as the primary point of contact for clients throughout the onboarding lifecycle. You will coordinate the experience from initiation through account opening, Treasury and Payment Solutions implementation, client training, stabilization, and transition to ongoing service. You will manage basic to moderately complex onboarding engagements and work with clients and internal partners to deliver an accurate, timely, compliant, and coordinated experience.

Key Accountabilities

• Serves as the primary point of contact for clients throughout the onboarding lifecycle and coordinates the client experience from initiation through transition to ongoing service.
• Manages multiple basic to moderately complex onboarding engagements while meeting established service, quality, risk, and compliance expectations.
• Collects required client information and documentation and guides clients and internal partners through account opening, product setup, testing, training, and onboarding requirements.
• Reviews documentation for completeness, accuracy, consistency, and alignment with applicable requirements.
• Identifies missing, unclear, or inconsistent information and coordinates timely resolution with clients and internal partners.
• Prepares and submits account opening requests and supporting documentation through the appropriate internal processes.
• Coordinates account opening documentation, approvals, regulatory requirements, dependencies, exceptions, and internal handoffs.
• Coordinates the setup, configuration, testing, and implementation of basic to moderately complex Treasury and Payment Solutions.
• Develops and maintains implementation plans, milestones, responsibilities, status updates, and required actions.
• Leads client onboarding calls, implementation meetings, and training sessions to support client readiness and solution adoption.
• Partners with Sales, Product, Operations, Legal, Compliance, Technology, Client Service, and external stakeholders to coordinate delivery and resolve issues.
• Monitors onboarding progress and communicates status, risks, dependencies, decisions, and required actions to clients and internal stakeholders.
• Ensures client information, legal documentation, setup instructions, approvals, and implementation records are complete, accurate, compliant, organized, and ready for audit.
• Performs or coordinates user acceptance testing and other validation activities when required.
• Provides support following implementation and helps ensure an effective transition to ongoing service.
• Identifies opportunities to improve onboarding efficiency, implementation quality, controls, and client experience.
• Exercises judgment within established guidelines and escalates risks, exceptions, and complex matters as appropriate.

Qualifications

• Typically 3-5 years of relevant experience and a post secondary degree in a related field of study, or an equivalent combination of education and experience.
• Knowledge of client onboarding, commercial account opening, implementation, Treasury and Payment Solutions, or related banking activities.
• Experience coordinating multiple client or operational requests and working across business groups.
• Working knowledge of regulatory, compliance, risk, quality, and audit requirements applicable to client onboarding.

Skills and Capabilities

• Client and stakeholder communication
• Relationship management and collaboration
• Implementation planning and milestone management
• Documentation review and data accuracy
• Problem solving and issue resolution
• Risk management and regulatory compliance
• Quality assurance and audit readiness
• Data management and analysis tools
• Microsoft Office

Risk and Compliance

Takes measured risks while protecting the Bank by applying the Risk Management Framework in the execution of the role, in line with the Risk Culture and within the approved Risk Appetite. Makes sound and risk informed decisions that align with business strategy, protect assets, and adhere to applicable frameworks, policies, standards, procedures, supporting documents, laws, and regulations.

Additional Accountabilities

Broader work or accountabilities may be assigned as needed.

Eight Eleven Group (DBA Calculated Hire) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws.