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Client Onboarding Assistant
A company is looking for a Client Onboarding Administrative Assistant to streamline the onboarding process for new clients. Key Responsibilities Enter new client information in the company database and set up client accounts Review sales calls, take notes, and enter them into the database Facilitate communication between clients and internal teams to ensure a smooth onboarding experience Required Qualifications Experience in client onboarding, account setup, or client success roles Strong organizational skills Proficiency in using CRM systems and related software Ability to work independently and collaboratively Detail-oriented with a proactive approach
A company is looking for a Client Onboarding Administrative Assistant to streamline the onboarding process for new clients.
Key Responsibilities
Enter new client information in the company database and set up client accounts
Review sales calls, take notes, and enter them into the database
Facilitate communication between clients and internal teams to ensure a smooth onboarding experience
Required Qualifications
Experience in client onboarding, account setup, or client success roles
Strong organizational skills
Proficiency in using CRM systems and related software
Ability to work independently and collaboratively
Detail-oriented with a proactive approach
