Onboarding Acceleration Specialist at Verto

What You'll Be Doing:

• Work closely with the Sales and Onboarding teams to ensure a smooth and efficient client transition.
• Provide personalized support and guidance to clients throughout the onboarding journey, helping them with Customer Due Diligence (CDD) requirements.
• Proactively identify and resolve potential roadblocks or delays in the onboarding process, such as missing or inconsistent client information.
• Monitor and track onboarding progress against established timelines and key performance indicators.
• Identify opportunities for process improvement and contribute to the ongoing optimisation of the onboarding function.

What You Need:

• Bachelor's degree in Business, Management, or a related field.
• 2+ years of experience in onboarding, project management, or a related field.
• Demonstrated ability to manage projects and coordinate multiple stakeholders.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
• Strong problem-solving and analytical skills, with a proactive approach to identifying and resolving issues.