Client Service Support Rep

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. 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.
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.
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.

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.
Working knowledge of regulatory, compliance, risk, quality, and audit requirements applicable to client onboarding.

Implementation planning and milestone management
Documentation review and data accuracy
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.

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.