Top 89 Client services onboarding specialist i Jobs in Columbus

Client Services Onboarding Specialist I
Western Alliance Bank —Columbus, OH
- Full-time
- Microsoft Excel
- Writing skills
- Office
- Wellness program
- Health insurance
Career Advancement Instructor
Godman Guild Association —Columbus, OH
- From $55,000 a year
- Weekends as needed
- Classroom
- Computer literacy
- English
Quick Apply
5d
Psychiatrist (Part Time)
The Recovery Village —Columbus, OH
- From $200 an hour
- Part-time
- Medicine
- Psychiatry
- Addiction Medicine
Quick Apply
Peer Support Specialist I/II
Franklin County Public Health —Columbus, OH
- $23.44 - $29.65 an hour
- Online Application
- LPC
- Mid-level
- High school diploma or GED
Quick Apply
HR Operations Coordinator
MDK —Columbus, OH
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
6d
Private Client Experience Specialist - Westerville, OH
JPMorganChase —Westerville, OH
- Online Application
- Mid-level
- Bachelor's degree
- 2 years
- Health insurance
- Tuition reimbursement
5d
Right of Way Document Specialist (part-time) - Columbus, OH
ORC —Columbus, OH
- $21 - $24 an hour
- Part-time
- Background check
- English
- Mid-level
- Travel reimbursement
- Wellness program
Quick Apply
14d
Implementation Support Specialist
NFI Industries —Columbus, OH
- $51,838.80 - $69,118.40 a year
- Extended hours
- Spanish
- Customer service
- Ability to walk for extended periods
- Wellness program
- Paid parental leave
Quick Apply
Community Re-Entry Specialist- 3rd Shift
Alvis —Columbus, OH
- $17 an hour
- Full-time
- Customer service
- High school diploma or GED
- Driver's License
- Disability insurance
- Health insurance
Community Re-Entry Specialist - 1st Shift
Alvis —Columbus, OH
- $17 an hour
- Full-time
- Customer service
- High school diploma or GED
- Driver's License
- Disability insurance
- Health insurance
Community Re-Entry Specialist- 2nd Shift
Alvis —Columbus, OH
- $17 an hour
- Full-time
- Customer service
- High school diploma or GED
- Driver's License
- Disability insurance
- Health insurance
Technical Curriculum Developer (ERP and CRM) (Contract Position)
Per Scholas —Columbus, OH
- $55 an hour
- Part-time
- Remote
- Google Workspace
- Mid-level
- Java
- Paid parental leave
- AD&D insurance
Quick Apply
Senior Talent Acquisition Specialist
Langan Engineering & Environmental Services —Columbus, OH
- $75,000 - $105,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- 6 years
- Disability insurance
- Health insurance
Operations Account Activation Rep
APCO Holdings —Columbus, OH
- Hybrid work
- Microsoft Outlook
- Finance
- Administrative experience
- Paid holidays
- Health insurance
Quick Apply
Relationship Banker Business Specialist
PNC Financial Services Group —Columbus, OH
- $52,500 - $87,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Client Solutions Manager
RAB Aggregator, LLC —Westerville, OH
- $21.63 - $31.25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Data analysis skills
Quick Apply
Commissioning Field Specialist I
DLB Associates —Columbus, OH
- $99,750 - $120,225 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Engineering
- Mid-level
- Paid parental leave
- Health savings account
Training Manager
Event Risk Inc —Lewis Center, OH
- $90,000 - $110,000 a year
- Full-time
- 5 years
- Mid-level
- Travel
- Health insurance
- Dental insurance
Quick Apply
Benefits Representative
AMBA —Columbus, OH
- $65,000 - $90,000 a year
- Full-time
- Mid-level
- Leadership
- Communication skills
- Retirement plan
Access Supervisor
Integrated Services for Behavioral Health —Columbus, OH
- $61,174.73 - $79,175.95 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Reliable transportation
- Disability insurance
- Health insurance
Quick Apply
12d

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Client Services Onboarding Specialist I

Western Alliance Bank -
Columbus, OH

Apply Now

Job Details

Full-time

Benefits

Wellness program
Health insurance
Dental insurance
Tuition reimbursement
401(k) matching

Qualifications

Commercial banking expertise
Customer communication
Writing skills
Regulatory compliance
High school diploma or GED
Industry knowledge of financial regulations
Productivity software
Legal compliance

Full Job Description

Job Title:

Client Services Onboarding Specialist I

Location:

OH - Columbus

What you'll do:

As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division. You will serve as the point of contact for clients to deliver accurate and timely responses to requests, transactions, account opening/closings, and product/service implementations while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards.

You will document client interactions through the Bank’s CRM platform and manage caseloads with minimal supervision. You will work with sales, relationship management, and business development employees to ensure that clients’ requests are resolved and identify revenue and retention opportunities.

Responsible for supporting Client Services Onboarding Specialist Team Lead with onboarding several customers in different stages of the boarding and transition process.
Effectively manage the onboarding process for each customer, constantly reaching out to the customer to transition them by following established processes.
Has a specific focus on removing obstacles, and keeping all required stakeholders informed.
Ensure product and application implementations are completed successfully and timely in support of all requested services and products.
Schedule, coordinate, and moderate any required customer calls and training.
Educate our clients on the importance of understanding and mitigating risk as it relates to their business.
Actively support Operations procedures, staying focused on process improvement initiatives.

What you'll need:

1+ years of related experience in Treasury Management Service, Finance (GL Mgmt., Public Reporting, Analysis), Financial Analysis or similar field.
High school diploma required; Bachelor's degree in related field preferred.
Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Entry level to intermediate proficiency in utilizing the Microsoft Office suite including Word, Excel, PowerPoint, and Visio.
Intermediate speaking and writing communication skills.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Apply Now

Refine Your Search

client services onboarding specialist i jobs in columbus

Client Services Onboarding Specialist I

Career Advancement Instructor

Psychiatrist (Part Time)

Peer Support Specialist I/II

HR Operations Coordinator

Private Client Experience Specialist - Westerville, OH

Right of Way Document Specialist (part-time) - Columbus, OH

Implementation Support Specialist

Community Re-Entry Specialist- 3rd Shift

Community Re-Entry Specialist - 1st Shift

Community Re-Entry Specialist- 2nd Shift

Technical Curriculum Developer (ERP and CRM) (Contract Position)

Senior Talent Acquisition Specialist

Operations Account Activation Rep

Relationship Banker Business Specialist

Client Solutions Manager

Commissioning Field Specialist I

Training Manager

Benefits Representative

Access Supervisor

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