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Mid LevelFull-timeAWSGitAI
Salary Range
$51,000 - $69,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Client Implementation Specialist to join our team in the United States. This role is critical in ensuring a smooth, compliant, and efficient onboarding, transition, and conversion process for financial services clients.
Key Responsibilities
- →Facilitate onboarding and conversion processes for financial services clients, ensuring accuracy, compliance, and a seamless experience
- →Conduct data analysis, reconciliation, and review of incoming/outgoing information for platform transitions
- →Lead client calls and meetings, providing documentation support, guidance, and follow-up
- →Manage project activities including scheduling, reporting, issue tracking, and risk escalation
- →Coordinate cross-functional resources to meet client needs and ensure compliance with legal and regulatory standards
- →Review control reports and resolve onboarding/conversion issues proactively
- →Recommend process and product improvements based on client feedback, data insights, and platform usage
Requirements
- ✓5+ years of experience in client onboarding, transitions, or financial services operations
- ✓Bachelor’s degree or equivalent combination of education and experience
- ✓Hands-on experience with cost basis and tax reporting platforms
- ✓Proven experience managing end-to-end onboarding and conversion processes for financial institutions, including data migration, documentation, and BAU transitions
- ✓Strong project coordination or management skills, including planning, reporting, and issue resolution
- ✓Product management mindset with the ability to translate client needs into platform enhancements
- ✓Excellent communication, client engagement, and problem-solving skills
- ✓Ability to work independently while collaborating effectively across teams
- ✓Proficiency in Microsoft Office Suite; experience with onboarding systems or workflow tools is a plus
