Role OverviewProvide a high-quality onboarding experience for clients as the primary Conservice contact during setup. Communicate with multiple teams and departments to compile and verify data.
What You Will Do
Manage new portfolio setups, initiate contact with clients, resolve issues, coordinate with departments, track setup progress, participate in calls, review agreements and invoices, and perform quality checks.
Why It Might Be a Fit
Strong comprehension and problem-solving skills, ability to prioritize tasks efficiently, strong communication skills, and self-motivation are required for this role.
Requirements
- Billing or setup experience
- Manages time and prioritizes tasks efficiently
- Strong comprehension/problem-solving skills
- Understanding of company purpose, goals, and objectives
- Strong communication skills and ability to foster relationships
- Excellent team skills
- Self-motivated and accountable
Benefits
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