New Accounts Onboarding Specialist

Full Time
Logan, UT 84321
Posted
Job description

Overview

New Account Setup Specialists are responsible for providing a high-quality onboarding experience for our clients. This role requires good communication skills in order to build strong relationships between our clients and internal Conservice teams. After gathering the setup information from the client, the New Account Setup Specialist will then prep the internal Conservice system for our downstream teams.

Responsibilities

  • Manage a new portfolio of setups each month
  • Communicate with our clients regularly to gather setup data and resolve any issues
  • Coordinate with other Conservice teams to ensure efficient onboarding of clients
  • Track setup progress and report any delays or issues to leadership
  • Participate in weekly calls to report on the progress of your portfolio
  • Analyze/input data and quality review to ensure accuracy
Requirements:

Qualifications

  • Manages time and prioritizes tasks efficiently
  • Strong comprehension/problem-solving skills
  • Strong communication skills and ability to foster relationships
  • Excellent team skills
  • Self-motivated and accountable
  • Basic Microsoft Office and Google product knowledge

jackharris.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jackharris.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jackharris.com is the ideal place to find your next job.

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