Client Implementation Specialist (Remote from US)

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Implementation Specialist in the United States.

The Client Implementation Specialist plays a pivotal role in ensuring a seamless onboarding, transition, and conversion experience for financial services clients. This position focuses on delivering accurate, compliant, and efficient implementation of platform solutions while collaborating with internal teams and engaging directly with clients. The specialist will manage data migration, system setup, and documentation, while also providing insights to improve processes and enhance the client experience. The role combines project management, client engagement, and operational excellence to support business objectives and ensure high client satisfaction. This is a high-visibility, cross-functional position offering opportunities for professional growth and influence over platform and onboarding improvements.

• Facilitate client onboarding, system conversions, and transitions to ensure accuracy and regulatory compliance.
• Conduct data analysis, reconciliation, and review to support smooth platform adoption.
• Engage with clients to communicate documentation requirements, regulatory considerations, and onboarding expectations.
• Lead client-facing calls, meetings, and follow-up activities throughout the onboarding lifecycle.
• Manage project coordination activities, including scheduling, reporting, issue tracking, and risk escalation.
• Collaborate with cross-functional teams to meet client needs and ensure process efficiency.
• Recommend platform and process improvements based on client feedback, data insights, and operational analysis.

• 5+ years of experience in client onboarding, transitions, or financial services operations.
• Bachelor’s degree or equivalent combination of education and experience.
• Hands-on experience with cost basis and tax reporting platforms.
• Proven ability to manage end-to-end onboarding and conversion processes, including system setup, data migration, and documentation.
• Experience in project coordination or management, including planning, reporting, and issue resolution.
• Strong client engagement and communication skills, with the ability to explain complex processes clearly.
• Analytical mindset, attention to detail, and proactive problem-solving abilities.
• Proficiency in Microsoft Office Suite; experience with onboarding systems or workflow tools is a plus.
• Ability to work independently while collaborating effectively across teams.

• Competitive base salary starting at $85,000 with performance-based incentives.
• Comprehensive medical, dental, and vision coverage.
• Paid time off (PTO) and holidays.
• Flexible work environment, including remote options.
• Retirement savings plan with employer contributions.
• Opportunities for professional growth and cross-functional exposure.
• Wellness programs and employee assistance resources.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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