Customer Onboarding Specialist

Full Time
Wilmington, DE 19808
Posted
Job description

Ready to change how business gets done? So are we.

Senior Customer Onboarding Specialist

Monday to Friday- Either 9 a.m. to 6 p.m., 8:30 a.m. to 5:30 p.m. or 8:00 a.m. to 5:00 p.m.

Wilmington, DE or West Orange, NJ

Position Overview – Senior Business Operations Specialist:

CSC’s US Fund Administration group is seeking a Senior Customer Onboarding Specialist with 3-5 years of experience. This position will support our new client Onboarding efforts, interact with internal and external business partners, represent the line of business as a primary point of contact, lead key project initiatives, and provide back-office assistance for operational activities for the business unit.

Some of the things you will be doing:

The Senior Customer Onboarding Specialist candidate will support the Operations Director in managing and/or supporting key operations processes for all engaged client relationships ensuring superior and accurate execution of all service offerings. Deliverables include administration services provided to private equity funds, including:

  • Organize, support, and manage end-to-end projects within tight deadlines
  • Establish process to prioritize tasks for new client onboards and key operations activities
  • Execute and coordinate the transition process for clients
  • Provide operations support for the business to the Operations Director
  • Monitor and refine processes and procedures to utilize the skills and abilities of administrative support personnel more effectively
  • Manage a positive transition for clients from the sales team
  • Ensure key processes and onboarding goals and targets are met for a smooth transition to the client management teams
  • Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth and to ensure smooth and timely starts
  • Liaise with key stakeholders including legal, compliance, and LOB operations leaders to remove roadblocks impeding the On-boarding and Remediation process.
  • Analyze & manipulate data from client and provide feedback
  • Identify workarounds to achieve the client’s goals, and educate users on features and functionality
  • Analyze project success vs challenges, and improve on processes to make each new project more successful than the last
  • Manage changing priorities and accomplish multiple detailed tasks to meet deadlines
  • Work both independently and contribute to the cohesion of a team
  • Internal responsibilities (filing, status reports, time tracking, etc.)

What skills, qualifications, and education do you need?

  • Bachelor’s degree or equivalent work experience, master’s degree in business management is a plus
  • Three to five years in Project Management or Client Onboarding is desired
  • PMP certification preferred
  • Strong change control management skills
  • Strong organizational skills, strong attention to detail
  • Problem solving, the ability to understand interpret complex problems, issues, and supporting data, then translate them into useable solutions
  • Experience delegating and training support staff, preferred
  • Experience managing client relationships
  • Experience with Microsoft Office and project management applications

The safety and security of CSC’s current and prospective employees, customers, and the communities we serve are our top priorities.

Due to COVID-19 concerns, we’ve transitioned to virtual interviews for the foreseeable future. We look forward to all upcoming video and phone interview conversations with our candidates.

We’re always in search of top talent to join the CSC family. If you’re looking for a career change, don’t hesitate to apply or reach out to us.

While all teams are interviewing virtually, we have some teams working in person and some working remotely. We’re following all local laws and guidelines regarding return to in-office work. This position currently is a hybrid role but is subject to change based on business needs and local laws and guidelines.

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