Client Onboarding Manager at VBP

Cagayan de Oro, Northern Mindanao, Philippines -

Full Time

Start Date

Immediate

Expiry Date

22 Feb, 26

Salary

0.0

Posted On

24 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Onboarding Process, Relationship Management, Training, Feedback Analysis, Problem-Solving, Communication, Organizational Skills, Multitasking, Attention to Detail, CRM Tools, Financial Services, Team Leadership, Process Improvement, Engagement Activities

Industry

Financial Services

Description

Overview of the Role The Client Onboarding Manager ensures a seamless and exceptional onboarding experience for new clients, fostering a strong relationship from the first interaction and setting the foundation for long-term success. The Client Onboarding Manager will be responsible for guiding clients and their respective team members through the initial stages of engagement, ensuring they feel valued, understood, and confident in our services. Main duties include: Manage the end-to-end onboarding process for new clients, ensuring all necessary documentation and procedures are completed accurately and efficiently. Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding phase. Participate in client engagement activities such as Business Discovery Tour, Client Conference, and other client visits. Continuously seek opportunities to improve the onboarding process, ensuring it is as smooth and efficient as possible. Facilitate training and provide support to clients and team members to ensure they understand systems and processes. Collect and analyze feedback from clients to identify areas for improvement and ensure client satisfaction. Conduct Partnering for Performance sessions with both clients and team members to address teething issues during onboarding. Foster a positive and engaging work environment for team members, ensuring our core values are lived and fundamentals are observed regularly. Lead and manage newly onboarded frontline team members Bachelor’s degree in Business, Finance, or related field Minimum of 3 years in client services or a related field within the financial services industry Strong organizational and multitasking abilities Excellent verbal and written communication skills Strong problem-solving skills and attention to detail Proficient in using CRM tools and related software 500k per incident HMO coverage + Dental & Optical benefits 2-week paid Christmas vacation 25k Educational Assistance Training and equipment will be provided Fixed schedule of Monday-Friday from 7 AM to 4 PM

Responsibilities

The Client Onboarding Manager is responsible for managing the end-to-end onboarding process for new clients and building strong relationships with them. They will also facilitate training and support to ensure clients understand systems and processes.