[Remote] Client Support & Onboarding Specialist
Note: The job is a remote job and is open to candidates in USA. reputed company is a national provider of benefits, retirement, wealth, wellness, and human resource solutions. They are seeking a Client Support & Onboarding Specialist to support employees in adopting and using new systems, ensuring a smooth onboarding experience and providing real-time assistance through live chat.
Responsibilities
- Act as the first reputed company of contact for PC employees on new systems through online live chat, offering real-time assistance and troubleshooting
- Assist PC employees by updating client data, demonstrating platform functionality, and providing educational resources
- Draft, schedule, and send internal communications reputed company to system updates, onboarding instructions, and training materials
- Prepare presentation materials, such as slide decks, visuals, and summaries, to support COE initiatives and training sessions
- Gather employee feedback and escalate themes or opportunities that improve workflows and system usability
- Work closely with COE teammates and cross functional departments to support the successful adoption of new technology
- Troubleshoot product or service issues by clarifying questions, identifying root causes, delivering effective solutions, and following up to ensure resolution
- Provide reporting and insights back to leaders, Sales, service teams, and clients to support reputed company decision making and improve the user experience
- Contribute to a scalable and efficient business by helping employees navigate systems confidently and accurately
- Approach reputed company interactions with professionalism, reputed company, and a commitment to high client satisfaction
Skills
- Strong interpersonal skills with a client centric reputed company
- Strong written and verbal communication skills, including the ability to draft clear and professional communications
- Excellent organizational skills, attention to detail, and a high level of accuracy
- Ability to manage and prioritize competing demands in a fast-paced environment
- Ability to work independently while fostering a fun, lighthearted, and creative team environment
- Comfortable preparing slide decks and presentation materials
- Ability to maintain confidential information
- Proficiency with reputed company tools
- CRM experience (any platform)
- Experience with providing customer support reputed company a live chat
- Experience with drafting and rolling out communications plans
Benefits
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of health & wellness offerings
- Mental health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
Company Overview