Foley · 1 day ago
Client Onboarding Specialist
United States
Full-time
Remote
Entry Level
$18/hr - $18.75/hr
1+ years exp
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Responsibilities
Reach out to new clients, promptly using power dialer systems.
Spearheaded the onboarding journey for small market clients, addressing their unique needs.
Ensure client satisfaction through swift communication and attentive follow-ups.
Maintain high client satisfaction through responsive communication and proactive follow-ups.
Manage and set clear client expectations.
Deliver in-depth training through client portal demonstrations.
Coordinate tasks, track timelines, and update Foley and the client.
Provide thorough training through client portal demos.
Become an expert in our products, services, and industry regulations to offer informed support.
Maintain accurate client information in our core business systems.
Protect company and customer information according to our policies.
Qualification
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Required
1-3 years of customer service experience is required.
Proficiency in Microsoft Word, Excel, and Outlook is essential.
Demonstrated ability to tailor client-focused solutions to meet individual needs.
Proven capability to manage multiple projects simultaneously, with meticulous attention to detail.
Self-motivated with a track record of success in a results-driven environment.
Strong prioritization skills.
Exceptional critical thinking and problem-solving capabilities.
Impeccable attention to detail and commitment to meeting deadlines.
Preferred
Bilingual English and Spanish
Remote experience preferred
Bachelor’s Degree or equivalent experience.
Benefits
3 medical plans to choose from
2 level dental
2 level vision plans
Generous vacation, sick, and personal time off
401K plan with a match
Company
Foley
Foley is a transportation company providing financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Joel Sitak
Chief Executive Officer
Jennifer Callahan
Customer Success Partner
Recent News
bloomberglaw.com
2024-04-03
2024-02-26
Global Legal Chronicle
2024-02-22
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