Client Onboarding Specialist

About the Role

Paz Financial Consulting is seeking a Client Onboarding Specialist to support the smooth start of our client relationships. This role focuses on guiding clients through onboarding steps, ensuring accurate information is captured, and helping set the foundation for a positive ongoing experience.

Success in this position looks like delivering a consistent, timely onboarding process, maintaining high data quality, and collaborating effectively with internal teams to resolve questions and move clients forward with confidence.

Duties & Responsibilities

Coordinate onboarding activities to ensure clients complete required steps accurately and on schedule.
Collect, verify, and document client information in a secure and organized manner.
Communicate onboarding status updates to clients and internal stakeholders in a clear, professional way.
Prepare and manage onboarding workflows, checklists, and supporting documentation.
Monitor progress through onboarding timelines and escalate blockers as needed.
Confirm the completion of onboarding requirements and ensure records are complete and up to date.
Answer client questions and provide guidance on next steps during the onboarding process.
Collaborate with internal teams to address onboarding-related issues and improve process consistency.
Maintain confidentiality and follow established data handling and privacy practices.
Identify opportunities to streamline onboarding steps and improve the overall client experience.

Requirements

Education: Bachelor’s degree or equivalent work experience.
Experience: 1+ years of experience in client onboarding, customer success, operations, or a related role.
Strong attention to detail and ability to ensure data accuracy and completeness.
Proficiency with common productivity tools (e.g., Microsoft Office or Google Workspace).
Experience with CRM or onboarding/workflow tools is preferred (specific tools may vary).
Comfort working with timelines, checklists, and process-driven tasks.
Strong written and verbal communication skills with a customer-focused approach.
Ability to manage multiple onboarding requests while maintaining quality and responsiveness.
Inclusive, professional mindset and the ability to build trust with clients and teammates.

Benefits

Health insurance options (medical, dental, and vision, where applicable)
Paid time off (PTO) and paid holidays (as provided by the employer)
Retirement plan options (such as a 401(k), where offered)
Wellness support and/or wellness-related perks (as available)
Professional development and career growth opportunities