Overview of the RoleThe Client Onboarding Manager ensures a seamless and exceptional onboarding experience for new clients, fostering a strong relationship from the first interaction and setting the foundation for long-term success. The Client Onboarding Manager will be responsible for guiding clients and their respective team members through the initial stages of engagement, ensuring they feel valued, understood, and confident in our services.Main duties include:Manage the end-to-end onboarding process for new clients, ensuring all necessary documentation and procedures are completed accurately and efficiently.Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding phase.Participate in client engagement activities such as Business Discovery Tour, Client Conference, and other client visits.Continuously seek opportunities to improve the onboarding process, ensuring it is as smooth and efficient as possible.Facilitate training and provide support to clients and team members to ensure they understand systems and processes.Collect and analyze feedback from clients to identify areas for improvement and ensure client satisfaction.Conduct Partnering for Performance sessions with both clients and team members to address teething issues during onboarding.Foster a positive and engaging work environment for team members, ensuring our core values are lived and fundamentals are observed regularly.Lead and manage newly onboarded frontline team membersRequirementsBachelor’s degree in Business, Finance, or related fieldMinimum of 3 years in client services or a related field within the financial services industryStrong organizational and multitasking abilitiesExcellent verbal and written communication skillsStrong problem-solving skills and attention to detailProficient in using CRM tools and related softwareBenefits500k per incident HMO coverage + Dental & Optical benefits2-week paid Christmas vacation25k Educational AssistanceTraining and equipment will be providedFixed schedule of Monday-Friday from 7 AM to 4 PM
Overview of the Role
The Client Onboarding Manager ensures a seamless and exceptional onboarding experience for new clients, fostering a strong relationship from the first interaction and setting the foundation for long-term success. The Client Onboarding Manager will be responsible for guiding clients and their respective team members through the initial stages of engagement, ensuring they feel valued, understood, and confident in our services.
Main duties include:
- Manage the end-to-end onboarding process for new clients, ensuring all necessary documentation and procedures are completed accurately and efficiently.
- Build and maintain strong relationships with clients, acting as their primary point of contact during the onboarding phase.
- Participate in client engagement activities such as Business Discovery Tour, Client Conference, and other client visits.
- Continuously seek opportunities to improve the onboarding process, ensuring it is as smooth and efficient as possible.
- Facilitate training and provide support to clients and team members to ensure they understand systems and processes.
- Collect and analyze feedback from clients to identify areas for improvement and ensure client satisfaction.
- Conduct Partnering for Performance sessions with both clients and team members to address teething issues during onboarding.
- Foster a positive and engaging work environment for team members, ensuring our core values are lived and fundamentals are observed regularly.
- Lead and manage newly onboarded frontline team members
Requirements
- Bachelor’s degree in Business, Finance, or related field
- Minimum of 3 years in client services or a related field within the financial services industry
- Strong organizational and multitasking abilities
- Excellent verbal and written communication skills
- Strong problem-solving skills and attention to detail
- Proficient in using CRM tools and related software
Benefits
- 500k per incident HMO coverage + Dental & Optical benefits
- 2-week paid Christmas vacation
- 25k Educational Assistance
- Training and equipment will be provided
- Fixed schedule of Monday-Friday from 7 AM to 4 PM
ABOUT USVBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.HOW WE STARTEDIn 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members. We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.WHAT WE OFFERwe have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:Accounting, Bookkeeping, and Report ManagementFinancial Planning AssistanceMortgage Broking AssistanceParaplanningIn addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.To learn more about us, visit http://vbp.au.Let's connect!
ABOUT US
VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.
Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.
HOW WE STARTED
In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.
Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.
We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.
These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.
WHAT WE OFFER
we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:
- Accounting, Bookkeeping, and Report Management
- Financial Planning Assistance
- Mortgage Broking Assistance
- Paraplanning
In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.
To learn more about us, visit http://vbp.au.
Let's connect!
