Client Implementation Specialist - Remote

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.