Client Onboarding Assistant

Company: VirtualVocations
Location: Vista
Posted on: May 21, 2025

Job Description:

A company is looking for a Client Onboarding Administrative Assistant to streamline the onboarding process for new clients.
Key Responsibilities

Enter new client information in the company database and set up client accounts
Review sales calls, take notes, and enter them into the database
Facilitate communication between clients and internal teams to ensure a smooth onboarding experience

Required Qualifications

Experience in client onboarding, account setup, or client success roles
Strong organizational skills
Proficiency in using CRM systems and related software
Ability to work independently and collaboratively
Detail-oriented with a proactive approach

Keywords: VirtualVocations, Compton , Client Onboarding Assistant, Other , Vista, California

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