59 remote financial services customer onboarding specialist jobs


Onboarding Specialist

(us)

Confidencial

A company is looking for an Onboarding Specialist. Key Responsibilities: Make outbound calls to potential patients to introduce products and services Answer inbound sales calls, build rapport with patients, and provide information Achieve...


Customer Care Specialist

(us)

Confidencial

A company is looking for a Customer Care Specialist. Key Responsibilities: Answer incoming calls and assist customers with orders, product inquiries, and billing Guide customers through troubleshooting and usage of products/services Update...


Customer Success Specialist - Account Management

(us)

Confidencial

A company is looking for a Customer Success Specialist for Client Support Remote position in the Eastern US. Key Responsibilities: Manage existing physician and physician practice accounts Secure account renewals and onboard new accounts...


Customer Support Specialist

(us)

Confidencial

A company is looking for a Customer Support Specialist. Key Responsibilities: Respond promptly to customer inquiries and provide best-in-class customer experience Analyze and troubleshoot technical issues, determine root causes, and provide...


Commercial Customer Service Associate

(us)

Confidencial

A company is looking for a Commercial Customer Service Associate - REMOTE in PST or MST. Key Responsibilities: Responsible for small to medium accounts Main contact for day to day customer needs Develop and maintain good working relationships...


Customer Service Representatives

TX - Dallas, TX (us)

Mad Mobile

Job Responsibilities ? Greet customers upon arrival, answer customers� questions and provide information with the help of service advisors, estimat...


Online Customer Service Trainee

(us)

Confidencial

A company is looking for an Online Customer Service Trainee. Key Responsibilities: Provide world-class customer service through inbound phone calls Handle customer inquiries about insurance policies and troubleshoot issues Obtain and maintain...


Customer Service Account Manager

(us)

Confidencial

A company is looking for a Customer Service Rep - Account Manager. Key Responsibilities: Provide exceptional customer service and support to clients Resolve technical issues and educate clients on using the hiring software Collaborate with...


Financial Aid Advisor

(us)

Confidencial

A company is looking for a Financial Aid Advisor for a remote project in the United States. Key Responsibilities: Assist students with completing the 2023-2024 FAFSA and submitting required documents Ensure compliance with FSA rules and...


Enrollment Specialist

(us)

Confidencial

A company is looking for an Enrollment Specialist. Key Responsibilities: Updating member information in Healthcare System to reflect State System eligibility Handling calls and inquiries from customer service to internal and external clients...


Product Support Specialist

(us)

Confidencial

A company is looking for a Product Support Specialist. Key Responsibilities: Collaborate with Implementation and Operations teams on client onboarding and product support Analyze and report product-related issues to support operations staff...


Financial Analyst FP A

(us)

Confidencial

A company is looking for a Financial Analyst, FP&A. Key Responsibilities: Build and maintain forecasting models for costs of goods sold (COGS) planning and optimization Develop and manage inventory targets in collaboration with...


Remote Mentor Essential Skills for Frontline Workers

(us)

Confidencial

A company is looking for a Mentor for Essential Skills for Frontline Workers (Part-time/Contract). Key Responsibilities: Serve as an inspirational role model for students, helping them contextualize course content and connect it to their work...


Benefits Specialist Leave Benefits Admin

(us)

Confidencial

A company is looking for a Leave and Benefits Specialist - Remote. Key Responsibilities: Manage leave administration functions including FMLA, disability, and state-required leaves Act as the main point of contact for benefit-related inquiries...


Director of Customer Success

(us)

Confidencial

A company is looking for a Director of Customer Success. Key Responsibilities: Provide leadership and guidance to ensure client satisfaction Develop and implement KPI strategies for customer engagement and retention Improve processes for...


Customer Support Representative

(us)

Confidencial

A company is looking for a Customer Support Representative - Remote Referral Lead Team. Key Responsibilities: Contact prospective customers and ask qualifying questions for products or services Make fast-paced calls for the duration of shifts...


Customer Success Manager

(us)

Confidencial

A company is looking for a Customer Success Manager. Key Responsibilities: Onboard and manage customers to ensure effective use of the company?s products Provide resources, training, and regular check-ins to customers Advocate for customers...


ARPA-H Specialist

(us)

Confidencial

A company is looking for a ARPA-H Commercialization Development Specialist. Key Responsibilities: Evaluate the commercial potential of new technologies and intellectual property Conduct market research to identify target markets and customer...


Customer Support Engineer

(us)

Confidencial

A company is looking for a Customer Support Engineer Key Responsibilities: Assisting and solving technical issues in the ticketing system Writing documentation Finding and reporting bugs Required Qualifications: Deep knowledge and...


Customer Success Associate

(us)

Confidencial

A company is looking for a Customer Success Associate (Part-time Hourly - Remote). Key Responsibilities: Serve as the front line between the company and clinicians and patients, delivering high-quality customer support Manage food order...


Enterprise Customer Success Manager

(us)

Confidencial

A company is looking for an Enterprise Customer Success Manager. Key Responsibilities: Cultivate successful onboarding and adoption of the company?s platform for customers Provide coaching and education to improve product adoption and support...


Director of Customer Success

(us)

Confidencial

A company is looking for a Director of Customer Success. Key Responsibilities: Manage and improve key metrics to ensure strong net dollar retention while minimizing churn Develop systematic approach for optimization of customer value delivery,...


Senior Specialist Performance Marketing

(us)

Confidencial

A company is looking for a Senior Specialist, Performance Marketing. Key Responsibilities Establish and execute innovative performance marketing strategies for B2B customer acquisition and revenue growth Manage relationships with agencies and...


Human Resources Classification Specialist

(us)

Confidencial

A company is looking for a Human Resources Classification Specialist. Key Responsibilities: Perform analytical work to determine appropriate pay system, occupational grouping, title, and grade of positions Provide classification advisory...


Customer Support Technician

(us)

Confidencial

A company is looking for a Customer Support Technician. Key Responsibilities: Help customers resolve technical issues via phone, email, and messenger Develop expertise in the platform and manage customer issues efficiently Stay updated on...


Customer Strategy Manager

(us)

Confidencial

A company is looking for a Customer Strategy Manager. Key Responsibilities: Maintain ownership of 12-20 large and mid-level accounts, building consultative relationships with clients Act as a strategic collaborator for clients, providing...


Principal Product Manager CRM Servicing Solutions

(us)

Confidencial

A company is looking for a Principal Product Manager of CRM & Servicing Solutions. Key Responsibilities: Establish product roadmaps and release plans that meet customer outcomes Lead customer advisors in product portfolio committees to...


Legal Services Staff Attorney

(us)

Confidencial

A legal organization is seeking a Legal Services Project Staff Attorney. Key Responsibilities: Provide direct supervision support to pro bono attorneys, interns, and volunteers Support the Legal Information Helpdesk and Prison Mail Response...


Investor Relations Account Manager

(us)

Confidencial

A company is looking for an Investor Relations Account Manager. Key Responsibilities: Serve as the main contact for investor relations account management Maintain relationships with high-net-worth individuals and provide excellent customer...


Payroll Associate

(us)

Confidencial

A company is looking for a Payroll & People Associate for a remote part-time position. Key Responsibilities: Process bi-weekly payroll accurately and timely using ADP Workforce Now Maintain HRIS data, provide regular reporting on...