Coordinator, Customer Onboarding

Job Description Summary

We are seeking a meticulous and organized Customer Engagement Coordinator to play a vital role in ensuring accurate customer records, regulatory compliance, and efficient onboarding processes. In this role, you will be responsible for validating data, reviewing customer documentation, and creating and maintaining onboarding records. Acting as a key support resource for our Customer Engagement Specialists and Managers, you will contribute to maintaining exceptional service standards and streamlined operations. This role is ideal for someone who thrives in a detail-oriented, process-driven environment within a customer-focused team.

Responsibilities

Data and Document Management

• Data Validation: Review and validate customer information to ensure accuracy, consistency, and alignment with organizational and regulatory standards.
• Document Review: Analyze and verify customer-submitted documents for completeness, accuracy, and compliance with regulatory guidelines.
• Onboarding Records: Create, maintain, and review onboarding records for new customers, ensuring all documentation and data are accurate and complete before activation.
• Regulatory Compliance: Conduct regulatory validations to ensure all customer records and processes meet industry standards and legal requirements.

Team Support

• Specialist and Manager Support: Provide operational and administrative support to Customer Engagement Specialists and Managers by managing document workflows, resolving discrepancies, and facilitating the approval of customer records.
• Issue Escalation: Identify and escalate complex documentation or compliance issues to Specialists or Managers for resolution, ensuring timely follow-up and action.
• Process Collaboration: Partner with Specialists and Managers to support customer onboarding, data updates, and other customer engagement initiatives.

Customer Interaction (as needed)

• Communicate with customers to collect missing documentation, clarify data discrepancies, or provide updates on the status of their onboarding or regulatory validations.
• Assist in addressing customer queries related to documentation or compliance processes, collaborating with Specialists and Managers to ensure a positive experience.

Operational Excellence

• Process Adherence: Follow established workflows and procedures for data validation, document review, and regulatory checks, ensuring consistency and compliance.
• Audit Preparation: Maintain organized and accurate records to support internal and external audits.
• Continuous Improvement: Identify and recommend opportunities for process enhancements to improve efficiency, reduce errors, and enhance the onboarding experience.

Requirements

• High School Diploma/GED or equivalent experience required.
• 2+ years of experience in troubleshooting, operational project coordination, corrective maintenance, or a related field required.
• Communicates clearly and professionally by phone and in writing.
• Provides calm, customer-focused issue resolution to prevent escalations.
• Stays organized, detail oriented, and able to multitask across priorities.
• Uses sound judgment, critical thinking, and creative problem solving.
• Works effectively with Microsoft Office, Outlook, and CRM or database tools.
• Full time

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.