Remote Otter LogoRemoteOtter

Client Implementation Specialist - Remote

Posted Yesterday
Project Management
Full Time
USA
85000USD/year

Overview

The Client Implementation Specialist plays a pivotal role in ensuring a seamless onboarding, transition, and conversion experience for financial services clients, focusing on delivering accurate, compliant, and efficient implementation of platform solutions.

In Short

  • Facilitate client onboarding and system conversions.
  • Conduct data analysis and reconciliation.
  • Engage with clients for documentation and onboarding expectations.
  • Lead client-facing calls and meetings.
  • Manage project coordination activities.
  • Collaborate with cross-functional teams.
  • Recommend platform and process improvements.

Requirements

  • 5+ years of experience in client onboarding or financial services operations.
  • Bachelor’s degree or equivalent experience.
  • Hands-on experience with cost basis and tax reporting platforms.
  • Proven ability to manage onboarding and conversion processes.
  • Experience in project coordination or management.
  • Strong client engagement and communication skills.
  • Analytical mindset and attention to detail.
  • Proficiency in Microsoft Office Suite.
  • Ability to work independently and collaborate effectively.

Benefits

  • Competitive base salary starting at $85,000.
  • Comprehensive medical, dental, and vision coverage.
  • Paid time off (PTO) and holidays.
  • Flexible work environment, including remote options.
  • Retirement savings plan with employer contributions.
  • Opportunities for professional growth.
  • Wellness programs and employee assistance resources.
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Jobgether

Jobgether is a global platform dedicated to connecting job seekers with fully remote job opportunities. The company focuses on matching candidates to roles where they are most likely to succeed, providing valuable feedback on applications to enhance the job search experience. Jobgether aims to eliminate common frustrations in the job market, such as application black holes and recruiter ghosting, by offering a supportive and transparent approach to remote employment.

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