Onboarding Specialist (Contract)
Core
Onboard new clients to capital market platforms by managing setup, training, testing, and implementation to ensure product adoption and success.
Role type
Client Onboarding Specialist
Builds
Client onboarding workflows, system configurations, and training materials for capital market platforms
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
Client relationship management, system setup and configuration, training facilitation, UAT coordination, data validation, process optimization, requirements gathering, issue resolution
Preferred skills
Knowledge of CDS/CDS systems, training material development, bilingualism (French/English)
Technologies
Microsoft Office, Google Suite, Excel, Google Sheets
Responsibilities
Coordinate onboarding meetings, guide clients through setup and configuration, conduct training workshops, execute UAT and regression testing, validate data and system performance, resolve onboarding issues, optimize onboarding processes
Seniority
Mid-level, hands-on IC