Onboarding Associate Resume Sample
Torrey Senger
86592 Rosenbaum Harbor,
Houston,
TX
+1 (555) 555 1931
Work Experience
Onboarding Associate
12/2015
-
PRESENT
New York, NY
- Relevant experience in dealing with clients and counterparties
- Knowledge of industry regulations such as Dodd Frank, EMIR and FATCA are highly desired
- Excellent communication skills in oral and written forms
- Strong team player and good professional interaction with other team members and teams
- Experience with managing collaborative processes and working across different departments, ensuring other parties keep to deadlines and provide results
- Strong problem solving skills and "can do" attitude
- Identify ‘red flag’ situations and escalate in line with DB policies and procedures
- Improving the clients’ experience upon entering into a relationship with the bank by making the process more efficient, seamless and transparent
- Meeting current organizational unit’s performance goals
Client Onboarding Associate
11/2008
-
07/2015
Houston, TX
- Desired skill-sets include MS Office Application Excel and Internet Explorer / Mozilla Firefox·
- Experience managing events
- Experience in managing content contributors and presenters
- Think strategically and demonstrate attention to detail, while being agile and flexible enough to move tactics forward instantaneously
- Proven ability to work independently and manage the day-to-day program, as well as effectively manage and influence others
- Helping high-potential vendors integrate onto Amazon’s Direct Fulfillment platform
- Manage integrations starting from early interactions with vendors to successful launch on the platform and work with vendors to determine the best integration approach
Senior Onboarding Associate
10/2001
-
08/2008
Philadelphia, PA
- To provide guidance to the Front Office (‘’FO’’) in respect of the KYC requirements of SGCIB
- Create, maintain and ensure appropriate retention of departmental documentation including employee files. Support new hire orientation and onboarding activities as requested
- Six months of applicable experience or completion of the UPMC Summer Associates program/Pittsburgh Fellows program required
- Attention to detail, with skills in customer service required
- Onboarding new PWM hires and their clients, which involves
- Occasional travel to other offices to initially work onsite with new hires
- Prefilling and reviewing new account paperwork, submitting accounts, creating appropriate “Know Your Client” (KYC) requirements, following all new account processes and addressing any inconsistencies
Education
Western Carolina University - Asheville
1997 - 2001
Bachelor's Degree in Human Resources
Professional Skills
- Excellent interpersonal, organizational skills and Strong Customer Service skills
- Strong organizational skills especially when faced with multiple tasks and requirements in a high pressure environment
- Soft skills: Excellent customer service, good written and verbal communication
- Working experience: Customer facing roles, preferably experience within an On boarding team. Administration and organisational roles
- Prior experience in a client-facing role
- Excellent attention to detail – proven ability to multitask in a work environment
- Effectively prioritize and meet tight deadlines
How to write Onboarding Associate Resume
Onboarding Associate role is responsible for customer, outlook, powerpoint, microsoft, reporting, training, integration, database, compensation, payroll.
To write great resume for onboarding associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Onboarding Associate Resume
The section contact information is important in your onboarding associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Onboarding Associate Resume
The section work experience is an essential part of your onboarding associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous onboarding associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular onboarding associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Onboarding Associate resume experience can include:
- Multi-task with strong time management and organizational skills
- Attention to detail, with skills in customer service
- Able to anticipate potential issues and work effectively to address (forward thinking)
- Understand and effectively communicate Private Wealth Management policies and procedures
- Experience with a blend of Human Resources and Learning & Development knowledge
- Experience using google systems, excel
Education on an Onboarding Associate Resume
Make sure to make education a priority on your onboarding associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your onboarding associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Onboarding Associate Resume
When listing skills on your onboarding associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical onboarding associate skills:
- Demonstrable experience of using Client Relationship Management (“CRM”) systems and understanding of customer experience management concepts
- Effectively communicate the relationship between business and technical specifications
- IT skills: Word, Excel, PowerPoint and Outlook mandatory. Sales force optional
- Attention to detail, with skills in customer service is required
- Maintain strong working relationships and liaise with internal and external counterparts, including Clients, Sales, Trading, Legal, and Compliance, etc
- Demonstrable experience of mapping, developing and implementation of new processes to improve project plans
List of Typical Experience For an Onboarding Associate Resume
1
Experience For Client Onboarding Associate Resume
- Identifying and responding to client service needs of onboarding personnel, answering routine questions and escalating issues to management in a thoughtful manner
- Capability to prioritize and adjust to ever changing rules and regulations
- Client On-boarding experience
- Building relationships with portfolio clients to understand how Deliveroo for Business can meet their needs
- Using data to identify key accounts for revenue growth within your assigned portfolio
- Pitching new use cases or product features to clients
- Liaising with Business Development Managers and Operations teams to manage all corporate account requests
- Meeting prep and organization
- Handles challenges head on, taking ownership of issues/concerns and working to resolve
2
Experience For KYC Onboarding, Associate Resume
- Serve as a liaison to functional areas across the organization, most notably Operations and Technology, for onboarding professionals
- Assist candidates with scheduling their pre-employment health assessments within an acceptable timeframe and verify results to ensure successful completion
- Partner with Payroll to process all pay contracts, including sign-on, relocation, PTO advance, and employee referral bonuses
- Determine all onboarding requirements for candidates including background check, clearance, licensure/certification, pre-employment health assessment, and orientation requirements
- Communicate feedback to department leaders to improve Onboarding Processes
- Maintain understanding of local people needs and ensure that all global processes are locally compliant
3
Experience For Global Onboarding Associate Resume
- Assist both Line of Business and Clients with the regulatory adherence process. (Dodd-Frank, EMIR, FATCA, Canadian Trade Reporting, etc)
- Support the senior manager in the day to day operational tasks, such as checking and approvals required within the team
- Carry out testing on the above systems where required
- Market Intel-upcoming graduate pipelines
- Ensure process compliance in accordance with all federal, state, and local government regulations along with meeting requirements and standards of UPMC
4
Experience For Senior Onboarding Associate Resume
- Create, maintain and ensure appropriate retention of departmental documentation including employee files
- Support new hire orientation and onboarding activities as requested
- Coordinate project plans for international markets with for all departments
- Collect and report feedback based on improvements and impact with the people operations & data teams
- Carry out the maintenance and set up of static data within RiskWeb, Salesforce and Calypso and any other related systems
5
Experience For CDD Onboarding Associate Resume
- Reconcile data between systems
- Help prepare and check reports for internals and externals
- Onboard, resgin and manage changes to member and client accounts
- Perform KYC and AML on members. Attend project meetings and manage the communication to the team where required
- Frequently responding to numerous employee inquiries concerning staffing, benefits, compensation, and labor/employee relations processes. Demonstrating the UCM “PRIDE” values in all phases of your work
- Assist in the development of systems and processes to enhance the corporate client engagement process
6
Experience For KYC Client Onboarding Associate Resume
- Playing a role in growing our corporate business as a core vertical in Singapore, including developing our corporate operations, customer service, account management and marketing capabilities
- Six months of applicable experience or completion of the UPMC Summer Associates program/Pittsburgh Fellows program is required
- Ensure required documentation for new account is obtained
- Adhere to a strict timeframe
- Participate in various projects affecting Dodd-Frank Regulatory Onboarding team and proactively seeing ways to improve current processes by leveraging the tools available to identify inefficiencies
7
Experience For Direct Fulfillment Onboarding Associate With German Launguage Resume
- Review, update, and maintain policies and procedures ensuring compliance to the new regulations
- Create and provide analysis of management risk reporting metrics such as trends, exceptions managements, and commentary (e.g. KRIs)
- Review, update/prepare potentially new operational procedures in line with changes and developments in the business
- Resolve internal/external clients’ inquiries
- Handle onboarding process, and liaise with Sales, Trading, Legal, and Compliance personnel and others to resolve issues in a timely manner, while cultivating strong and productive business relationships
- Annual Report project support
- Nurses Week project support
8
Experience For Client Onboarding, Associate Resume
- OR Fellowship operational support
- Maintain an in-depth understanding of industry regulations and procedures to ensure a compliant process, including regulations from the Department of Health, The Joint Commission, The Department of Aging, The Department of Education, and The Department of Human Services
- Partner with the HRIS Data Entry team to process and data enter all recruitment transactions
- Partner with team members, Client Implementations (CI), Portfolio Reconciliation (PCR), and Project Management to ensure successful completion of projects
- Be a team player with positive energy
- Work with a virtual team of Subject Matter Experts across departments (e.g. operations, technology, compliance)
- Ring-fence: co-ordinate the restricting of functionality on products that have a contractual term, and monitoring when the product term has elapsed to enable the completion of exit
- Retain: track and enforce any additional controls/ restrictions as required
List of Typical Skills For an Onboarding Associate Resume
1
Skills For Client Onboarding Associate Resume
- Experience in the a client-facing role an asset
- Experience of carrying out this or a similar role in a fund management or similar financial services organisation
- Experience with MarketSource related technology including PeopleSoft /OASIS, Natural Insight, Infor, Time & Expense, InContact, IBM, etc
- Familiarity and experience with implementation of 3rd party data providers
- Strong teamwork with results orientation focus
- Completing/submitting all audit related paperwork for final approval
- Ongoing Nursing specific Recruitment organization and execution support: local and national
2
Skills For KYC Onboarding, Associate Resume
- Becoming a subject matter expert (SME) on procedures and documents for new accounts and Private Wealth Management core systems and processes
- Submitting/Tracking ACAT/Non-ACAT requests, including Transfer statement review
- Tracking exception approvals and one-off requests
- Management of New To Bank onboarding sub-Team including; Day to day supervision, 121s, Objective setting, appraisals and training
- Become one of the early employees of a fast-growing, exciting startup changing the food delivery landscape
3
Skills For Global Onboarding Associate Resume
- Preparation for arrival of new hires, including handling business cards, office supplies and the preparation and delivery of marketing materials
- Represents the Onboarding Group during stakeholder meetings for new client implementations and expansions
- Operational Proficiency in Spanish (reading and writing)
- Responsible for front to back On-boarding of new and existing client requests
- Assist in improvement of processes regarding IT, HR, Systems, and Learning & Development
- Assist with general marketing activities including events, email campaigns and corporate client promotions
4
Skills For Senior Onboarding Associate Resume
- Manage daily operations of onboarding process, which includes proactive monitoring client lists and ISDA Amend
- Specific program for recruitment, as well as tracking and follow up of: our UPMC and Pitt SON graduates for job seeking success
- Develop and gain agreement for project plans for the on boarding of a client within an agreed time schedule
- Performs as a high level of customer service interface to both information and people (internal and external customers). This includes actively working with HR Consultants, Business Partners, Payroll and Operations Leadership
- Supports business relationships and interfaces with staff (which can include Recruiting, key stakeholders, HR business partners and consultants, program leaders and hiring managers)
- Willing to work hard / autonomously
5
Skills For CDD Onboarding Associate Resume
- Responding promptly and knowledgeably to queries from clients, the business and other internal departments
- Collaborate with other departments to resolve issues, acting as a liaison when necessary
- Acts as a subject matter expert on billable employee pre-boarding requirements
- A natural-born negotiator - a driven and hard-working individual
- Creative – exhibits tenacity, always finding new solutions
- Familiarity with the Bank’s full range of commercial products & services, including PCM products & services
- Client case management, including updates and query resolution
6
Skills For KYC Client Onboarding Associate Resume
- Thorough understanding of the firms credit, legal and compliance requirements
- Cost basis tracking, delivery and/or input
- Contributes ideas on ways to resolve problems to better serve the customer and/or improve productivity and processes
- Hunger to progress within a fast-paced startup environment
- Ownership and responsibility - have a real impact on the company's growth and evolution
7
Skills For Direct Fulfillment Onboarding Associate With German Launguage Resume
- Health and Dental insurance coverage
- Proficiency in Microsoft Office required (primarily Excel, Word and Powerpoint)
- Demonstrable experience of developing project plans, including critical path analysis, managing multiple concurrent projects, accurately and to agreed deadlines
- Demonstrable experience of effective relationship management of peers, senior stakeholders and clients
- Demonstrable experience of Microsoft Office applications (including Project, Word, Excel and PowerPoint) and internet search tools
- Demonstrable experience of working in a financial regulated firm and familiarity with Anti-Money Laundering Regulations as well as Customer Due Diligence requirements
- Review and report on large volumes of data
- Interact and collaborate with Senior Management
8
Skills For Client Onboarding, Associate Resume
- Proficient in computer applications (Microsoft Office, internet navigation, email, etc.)
- Navigate complex data and hierarchy structures
- Adaptable and able to handle multiple tasks simultaneously and thrive in a high pressure environment
- Knowledge of Dodd Frank, Title VII, August & March protocols is a decisive asset
- Strong research background and ability to understand the implications of financial sanctions on individuals/blocked person’s/Specially designated nationals (SDN’s) and risks of dealing with them
9
Skills For Direct Fulfillment Onboarding Associate FR Resume
- Understand the risks of dealing with politically exposed persons (PEP’s) and regulatory expectations around dealing with PEP’s
- Production, review and approval of MI
- Escalation point for complex queries and requests
- Regular communication with Sales, Compliance, Credit, Legal and Operations to ensure that clients are on-boarded in a coordinated, efficient and streamlined manner
- Thorough understandings of the regulatory environment, ensuring clients are compliant as applicable. This includes, but not limited to, EMIR, Dodd Frank, MiFID and FATCA compliance
- Regular meetings with line management and Sales, ensuring they understand the status of a clients request within the on-boarding lifecycle
- Manage exit cases, input findings into the Case Management tool (Receive, log and track incoming triggered cases)
10
Skills For Commerical Onboarding Associate Resume
- Support the Country Client Selection Secretariat Head with any ad hoc initiatives
- Conduct the product searches and reach out to product areas to determine the extent of the customer’s relationship with the bank
- Align inputs such as stakeholder opinions across multiple businesses and functions supported by a governance framework to support client decisions
- Ensure all inputs provide a clear and transparent audit trail of all exit management decisions and actions
- Oversee execution stage to ensure all exit or restrict activity is carried out as per Client Selection Committee (“CSC”) instruction
- Exit: coordinate with appropriate product areas/ Service Delivery to ensure timely exit
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