Onboarding Specialist Resume Sample
Kane Gaylord
614 Kutch Center,
Boston,
MA
+1 (555) 974 5242
Work Experience
Client Onboarding Specialist
02/2016
-
PRESENT
Los Angeles, CA
- Relationship management – daily engagement with key client’s managing the new business process and managing client and stakeholder expectations
- Support Line Change Management in providing requirement with regards to strategic change-the-bank activities & projects
- Familiarity with anti-money laundering regulations
- Knowledge of Anti-money laundering controls in the UK & US as well as major jurisdictions in the APAC region
- Experience in Client Identification (CID) and/or Client facing roles
- Good understanding of account documentation requirements and familiar with due diligence and local AML requirements
- Good command of English and Mandarin, to support Asia Markets including Hong Kong and China
- Multi-task, team player
- Serves as the primary point person during the implementation of cash management services and products for commercial and corporate clients and helps relationship managers maximize revenue
Onboarding Specialist
12/2010
-
12/2015
Boston, MA
- Manages all aspects of the client onboarding process and project life cycle, the assembly of an implementation team (for internal & external resources i.e., client and vendor side), serving as the single point of contact to clients and the banks origination teams, coordinating all documentation relevant to the onboarding process, assisting with the back-office setup, client testing and training
- Works with each region as a bridge between the franchise sale and the Franchise Development Consultant
- Facilitates all communication between new franchisee and region development until office is officially ready to open
- Ensures customer satisfaction and wins continued business loyalty through flawless onboarding
- Responds to New Franchisee’s inquiries, requests, and needs via phone and email in a timely manner
- Regularly works with and updates Region Development on Broker/Owners onboarding status
- Skilled communicator between two parties with the end goal of customer satisfaction in mind
- Promotes growth, accountability and collaboration
Customer Onboarding Specialist
03/2008
-
09/2010
San Francisco, CA
- Capable of relaying the customer needs to other team members and leadership
- Client Service Experience (1-2 years)
- Identify, qualify, acquire and grow seller commitment to the Selling on Amazon program
- Understand Seller needs, defining clear project plans and executing to high expectations in a rapidly changing environment
- Remain flexible to changing priorities, open to new ideas and have the Seller success firmly as the focus
- Identify and analyze data and anecdotal input from Sellers and support associates to identify and isolate issues, test solutions and prioritize competing program opportunities
- Analyze customer data and make recommendations in order to maximize the potential of assigned sellers. Execute successfully on the plan recommended
Education
Strayer University - Newport News Campus
2003 - 2007
Bachelor's Degree in Business
Professional Skills
- Excellent Communication skills, both verbal and written, and excellent listening skills
- Solid customer service skills including excellent business judgment skills
- Exhibiting excellent customer focus, initiative, attitude, and strong interpersonal, verbal, and written communication skills
- Excellent planning, organization, analysis, and problem solving skills with a proven track record of delivering tangible results and high client service scores
- Proven ability to work under pressure, adapt to changing environment, solid multi-tasking, prioritization time management and follow-through skills
- Experience in a position requiring excellent communication skills and a high level of organization
- Superior customer service ethic, communication skills (written and verbal), interpersonal skills, and telephone etiquette
How to write Onboarding Specialist Resume
Onboarding Specialist role is responsible for customer, organizational, organization, english, microsoft, presentation, business, training, german, excel.
To write great resume for onboarding specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Onboarding Specialist Resume
The section contact information is important in your onboarding specialist 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 Specialist Resume
The section work experience is an essential part of your onboarding specialist 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 specialist 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 specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Onboarding Specialist resume experience can include:
- Demonstrates organizational skills and a strong attention to detail
- Critical thinking and proven complex problem solving skills required
- Proven presentation and facilitation skills, conveying complex, employee-related training
- Excellent customer service skills including needs assessment, meeting quality standards, and evaluation of customer satisfaction
- Excellent customer service skills, including positive attitude, empathy, confidence, flexibility
- Demonstrates efficient time management skills and critical thinking
Education on an Onboarding Specialist Resume
Make sure to make education a priority on your onboarding specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your onboarding specialist 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 Specialist Resume
When listing skills on your onboarding specialist 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 specialist skills:
- Strong time management skills with the ability to use time effectively and efficiently
- Strong ServiceNow Engagement Management background and skills, including implementation experience using SIM methodology
- Superior verbal and written German communication skills as demonstrated by experience
- Communicate effectively with written and verbal skills to Partners, Employers, and across WEX Health teams
- Applying advanced project management, organizational, priority-setting, and planning skills to meet deadlines
- Demonstrating strong organizational, time-management and multitasking skills
List of Typical Experience For an Onboarding Specialist Resume
1
Experience For Client Onboarding Specialist Resume
- Effective communication skills, confident corresponding with Front Office stakeholders and efficient solutions provider
- Excellent relationship building skills with internal and external stakeholders
- Effective communication skills, confident corresponding with Front Office stakeholders and is an efficient solutions provider
- Providing excellent client service while managing pressures & priorities generated externally and internally
- Proven ability to manage competing priorities and multi-task in a high volume environment while adhering to strict deadlines
- Effectively manage a pipeline of customers throughout the payroll onboarding process with ease and efficiency
- Proven ability to manage a portfolio of accounts with keen prioritization and multi-tasking abilities
2
Experience For Customer Success Onboarding Specialist Resume
- A strong KYC background with experience in the onboarding of Institutional clients
- Key SME skills within new client onboarding to a level of approver within a KYC function
- Anti-money laundering program experience or KYC data management experience is required
- Good understanding and/or experience of Dodd Frank, FATCA is desirable
- Develop a good understanding of client data integrity and governanance, action all requests with a strong control mindset
3
Experience For Customer Onboarding Specialist Resume
- Strong interest in user experience and technology
- Effectively communicate status of current implementations to both WEX Health and Partners teams
- Intermediate to advanced Excel skills- ability to run reports, pivot tables, and vlookups
- Uses analytical skills to streamline processes
- Multi-task and effectively relay updates on status requests
- Exercising good judgment within broadly defined practices and policies in selecting methods, techniques, and evaluation criteria for obtaining optimal results
- Telemarketing experience within a high-tech company selling into the SMB space
- Working with cross-functional team members and building strong relationships at all levels of an organization
- Ensuring new hires have an opportunity to provide feedback on the onboarding experience
4
Experience For MFN Seller Fulfilled Prime Onboarding Specialist Resume
- Unyielding resilience, strong work-ethic, and an innate drive for personal success
- Partnering up with Operations Team to address Employee Experience which would lead to attrition and build actions plans accordingly
- Performing good order review of required forms and documents
- Managing competing priorities within a matrix, team driven environment
- Basic knowledge of scheduling and real time principles and strategies, including agent skilling, shrinkage and call routing
5
Experience For Seller Onboarding Specialist Resume
- Basic IT experience required (such as downloading apps on smartphones, assisting with downloading programs on laptops, etc...)
- Organise, and facilitate the new hire orientation in the London office, ensuring smooth running of the day and highly engaging experience for the new hires
- Continue ongoing training to increase training skill sets, Booker software technical knowledge, company knowledge and industry knowledge
- Experience training and onboarding new staff and/or 3rd party facilities involved with Dailies, DI, Editorial, Data Management, and Archiving
- Participate in the on-going creation and updating of best practices and processes to improve the quality of customer onboarding experiences
- Manage class and onboarding activities across geographically-dispersed teams, defining project timelines, and identifying priorities
6
Experience For Senior Onboarding Specialist Resume
- Previous customer service experience dealing directly with external customers and managing customer relationships
- Experience with online meeting tools advantageous (WebEx, GotoMeeting etc)
- Experience in coordinating and facilitating group sessions
- Assist customers to quickly identify potential issues and escalate them appropriately to ensure the best possible experience during the onboarding period
- Provide HR – Employee On-boarding, Lifecycle Event and Off-boarding – deliverables support on time and with the highest level of customer experience focus
7
Experience For Franchise Onboarding Specialist Resume
- Working experience preferably in Banking / Investment / Legal / Financial Markets
- Sound experience in Global Markets activities. Comprehensive understanding of Investment Banking infrastructure and businesses / products
- Behold a priority for driving efficiency and executing consistently
- Experience with conducting data analysis of any kind, including quantitative and qualitative
- Onboarding experience working in a Human Resources Department
- Analyzes data from the submitted applications to ensure completion and accuracy prior to releasing to background screening company
- Recruitment and Staffing experience on-boarding new hires
8
Experience For Am-client Onboarding Specialist Resume
- Continuous improvement of the onboarding experience by studying new trends, products, services, techniques, best practices or processes
- Over 10 years of experience in Onboarding and Offboarding
- Over 10 years of experience in Travel and expense claims processing. Working knowledge of USAD, USHCAM, Concur, FMS. And GERS
- Design delivery methods for employee onboarding course, including hands on lab experiences
- Provide coaching to SMEs on effective training techniques, and create and conduct train the trainer sessions for SME participants
9
Experience For Safe ACT Onboarding Specialist Resume
- Capture and communicate experiences in formal post-mortem, feeding lessons learned, best practices and resources back into the Onboarding Practice
- Working experience, preferably in client onboarding, client data management and documentation areas
- Previous experience developing training materials for computer-based tools
- Experience facilitating learning and development programs desirable
- Experience working in On – Boarding area
10
Experience For TF Onboarding Specialist Resume
- Experience supporting a corporate onboarding program
- 6 months of Recruitment and Staffing experience on-boarding new hires
- Experience in a HR administration (onboarding, recruitment coordination, shared services environment and/or delivering HR services to employees)
- Manage data validation issues, issue resolution research and follow through to obtain necessary information; ultimately maintaining compliance standards
- Prepare orientation space and kits and delivering on the employee experience
- Demonstrate a consultative nature and inclusive approach while being highly solution-oriented
- Ideally 2-5 years of experience with retirement and account opening services
- Experience in a customer-facing role at a SaaS company
List of Typical Skills For an Onboarding Specialist Resume
1
Skills For Client Onboarding Specialist Resume
- Possess excellent communication skills and presentation skills
- Strong interpersonal skills & proven success in cross-functional collaboration
- Demonstrated strong communication (both verbal and written), and customer service skills
- Superior customer service and communication skills, with emphasis on telephone and email skills
- Experience in Microsoft Office Applications, in particular, very good Excel skills
- Strong writing and communication skills with the ability to clearly and quickly communicate ideas and recommendations verbally and in writing
- Problem-solving skills, with a demonstrated ability to identify and solve issues quickly
- Demonstrate high attention to detail and proven ability to manage multiple, competing priorities simultaneously
- Good organizational skills, can manage multiple requests and stay organized
2
Skills For Customer Success Onboarding Specialist Resume
- Strong organizational skills and ability to handle multiple tasks
- Strong customer service skills with the ability to handle and resolve employee data related issues
- Excellent organizational skills and attention to detail – this is a fast-paced and compliance-heavy environment
- Excellent project/task management skills as well as a positive, can-do attitude in the face of stress
- Good project management, communication, and team skills
3
Skills For Customer Onboarding Specialist Resume
- Act as a positive role model by demonstrating continuous performance improvement, solid business skills and support of department/company objectives
- Strong interpersonal skills, conducive to team development
- Act as positive role model by demonstrating continuous performance improvement, solid business skills and support of department/company objectives
- Strong operational knowledge and organizational skills
- Strong communicative skills in English
- Project management skills to oversee multiple projects with varying priorities
4
Skills For MFN Seller Fulfilled Prime Onboarding Specialist Resume
- Excellent skills in preparing presentation decks
- Excellent personal organization and problem-solving skills, with ability to work well under pressure and to meet deadlines
- Strong problem solving skills and adaptability to process, system and regulatory changes
- Strong time management, organizational and relationship building skills
- Proven ability to communicate complex topics effectively using data
- Proficiency in PeopleSoft or similar HRIS system and Microsoft Office 2010, including strong MS Excel skills is essential
- Strong research, sourcing and analytical skills with ability to dive deep into searches for hard-to-fill openings
5
Skills For Seller Onboarding Specialist Resume
- Strong facilitation and classroom management skills
- Training the team on policies and systems and ensuring any regulatory driven changes are communicated effectively
- Influencing skills and ability to build relationships
- Outstanding written and verbal communications skills as well as superior organization abilities
- Outstanding communication skills both written and verbally
6
Skills For Senior Onboarding Specialist Resume
- Strong experience using MS Excel and onboarding/task tracking software (SmartSheets, vendor management software, applicant tracking systems, etc.)
- Research and analytical problem solving skills
- Research and analytical problem-solving skills
- Proven work experience of 2-4 years in sales / marketing efforts
- French and/or German language skills in addition to English
- Superb organizational skills to be able to coordinate complicated multiple projects
- Experience on-boarding individuals prior
- Anti-money laundering program experience or KYC data management experience is desirable
7
Skills For Franchise Onboarding Specialist Resume
- Communicate effectively with other business area contacts
- Proven experience with MS Office, and SalesForce.com or equivalent operational tools
- Experience in data analysis, either professional experience or through education
- Advanced Microsoft Office skills – Outlook, Word, Excel, Powerpoint, Publisher
- Effectively present information (verbal and written) and respond to customer questions in one-on-one and group settings
- Provide excellent customer service; consistently going above and beyond to ensure the client has a positive experience in onboarding with Officite
- Accurately and effectively input and edit information in multiple systems (and we mean multiple!)
- Experience in account management or customer experience verticals
- Work effectively with demanding customers
8
Skills For Am-client Onboarding Specialist Resume
- VBA and programming skills
- Effectively manage a pipeline of customers throughout the onboarding process with ease and efficiency
- Exceptional communication skills both written & verbal
- 3 – 5 years of experience in Human Resources program; Onboarding or special event planning experience an asset
- Prior experience recruiting at career fairs and scheduling interviews
9
Skills For Safe ACT Onboarding Specialist Resume
- Detail-oriented, with superior organizational and planning skills
- Use active listening skills in order to fully comprehend and document questions/issues
- Communicate effectively, both verbally and in writing with customers, co-workers and business contacts in a courteous and professional manner
- Proven training experience in a field capacity
- Exceptional written and verbal communication skills, able to bridge effortlessly any gap between technology and medical/billing professionals
- Possess demonstrated HR/onboarding experience
- Exemplary customer service, organizational, and disciplined time management skills that render positive results
- Time management skills, self-motivated, and comfortable handling multiple projects simultaneously and efficiently
10
Skills For TF Onboarding Specialist Resume
- Effectively set and enforce schedules with client and internal departments
- Proven experience in client service (ideally in e-banking)
- Good knowledge and working experience for FIX protocols
- Good knowledge and working experience for network connectivity technology
- Prior Onboarding Specialist or relevant Human Resources related experience
List of Typical Responsibilities For an Onboarding Specialist Resume
1
Responsibilities For Client Onboarding Specialist Resume
- Technical support experience with an emphasis on providing excellent service in a customer care role is highly desired
- Coordinate with marketing to maximize the effectiveness of lead generating tactics and email campaign messaging
- Experience in training and applying curriculum development and instructional design practices and methodologies to support training creation and delivery
- Knowledge of adult learning principles and course development methodologies, and understanding of effective teaching methodologies and tools
- Build Custom Training/Onboarding Experience to suit customer’s unique needs
- Establish strong working relationship with clients throughout the onboarding process
2
Responsibilities For Customer Success Onboarding Specialist Resume
- Develop strong working relationships with existing clients
- Capable of prioritizing projects and completing daily responsibilities in a timely fashion
- Support the business with validation and processing of account opening documentations
- Partner with other internal groups to ensure a seamless and high-touch new hire onboarding experience
- Experience working through newly designed processes and program initiatives
- Proven track record of delivering customer service excellence, with a genuine desire to serve
3
Responsibilities For Customer Onboarding Specialist Resume
- Gather and analyse data on new hire onboarding experiences to identify and recommend opportunities for process improvements
- Develop and validate implementation schedules, resource planning and status reports
- Highly effective at managing time, deadlines, and dependencies
- Uses product and onboarding specific logic to solve problems with effective solutions
- Monitor and validate the data interface across systems when it impacts on-boarding process
- Experience in working in an international environment with English as corporate language
- Provide HR deliverables support related to Onboarding activities; this accurately, on time and with the highest level of customer experience focus
- Strong understanding of corporate documents and structures
- Strong customer service orientation : willing to go the extra mile to support internal customer requirements
4
Responsibilities For MFN Seller Fulfilled Prime Onboarding Specialist Resume
- Experience building database tables and ETL jobs to transform data
- Relevant client facing experience
- Experience with HRIS systems entry and reporting is essential
- Good understanding of Citi organization and processes
- Experience with Linux server operating system (console)
- Demonstrates ability to work in a fast paced environment with a high volume of phone calls, e-mails, and processing of newly hired employees
5
Responsibilities For Seller Onboarding Specialist Resume
- Personal trust experience with a focus on account opening processes which includes knowledge of AML, CIP, and KYC
- Previous experience maintaining client relationships
- Experience with a global onboarding program
- Experience with executive onboarding
- Familiarity with documenting the customer experience
6
Responsibilities For Senior Onboarding Specialist Resume
- Shown experience and familiarity with Microsoft computer programs including MS Word, MS Excel and MS Outlook
- Strong knowledge of time zones and scheduling in multiple regions
- Experience in interacting with physicians
- Experience using HR systems: ATS (iCIMS), PeopleSoft and others
- Experience in administering employee data within HR systems
- Significant experience with Taleo Enterprise or other applicant tracking system required
- Connect with every customer emotionally, understand their environment and needs, and validate the value of the services being implemented
7
Responsibilities For Franchise Onboarding Specialist Resume
- Demonstrated ability in supporting a large user group
- Min 3+ years' experience in the financial or securities industry is required with client onboarding KYC knowledge
- Experience in Retirement and Account Opening services
- Experience working within financial services, technology, or customer service industries
- Demonstrated passion about the Boeing Company and our culture
- Onboarding experience
- Experience working in a Professional Services Firm or similar large scale complex Corporate environment
8
Responsibilities For Am-client Onboarding Specialist Resume
- Human resources and recruiting experience
- On-boarding or due-diligence experience
- Sound experience in Financial Services, preferably Prime Services
- High level of ownership, dependability, and accountability with demonstrated ability to work in a highly interdependent team environment
- Communicate actions / issues / progress with Relationship Management on priority client documentation, issues and requests
9
Responsibilities For Safe ACT Onboarding Specialist Resume
- Prioritize, monitor, manage and analyze communication content to ensure timely resolution of open issues and proactively identify trends to eliminate causes
- Three to five years of work related experience
- Self-motivated and problem solving skill
- English / Japanese communication skill in writing and verbally
- Experience working with data (recent grads welcome!)
- A collaborator – someone who has previous experience working with various departments and individuals
- Office administration or customer service experience (internships included)
- Work with very sensitive information and operate well, independently
- Demonstrate the ability to work independently and in a team in a fast paced and changing work environment with quick turnaround
10
Responsibilities For TF Onboarding Specialist Resume
- 3-5 relevant work customer facing experience
- Strong team player, while also using own initiative when appropriate
- Works with HRBP in a consultative approach to ensure that transactions are processed and effective dated for the beginning of a payroll period
- Proven ability to work directly with customers or partners to address questions or concerns
- Experience in the insurance or financial services industry
- Experience in client service, finance or project management
- Validate technical solution plans Provide and explain technical guides, documentation and solutions to clients
- IT systems, Network and Security Device support experience is required
- Supporting the onboarding of ~37 Commercial Interns being hired and ~12 new sales reps being hired by the company
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