Boarding Team Associate

Posted 19 Hours Ago
Be an Early Applicant
Atlantic, IA
Mid level
Fintech • Consulting
The Role
The Boarding Team Associate at Equifax is responsible for managing customer onboarding, including order fulfillment, issue resolution, and contract management. Key duties include analyzing requests, ensuring compliance, performing daily reporting, and leading projects to enhance customer experience in a fast-paced environment.
Summary Generated by Built In

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

This role supports Equifax teams with orders for new and existing customers with the best possible service in relation to account on-boarding, issues resolution, inquiries, contract management, ad hoc project work and tracking and reporting. Key activities will include receiving and analyzing fulfillment ID requests from sales, ensuring all necessary documentation is received, entering appropriate information into the process tools, follow up on status of submissions and daily reporting of activities. Helping resolve issues and occasional project work is also a requirement. 


What you’ll do

  • Onboarding management through application tool and issues resolution

  • Contract management and ensuring compliance requirements met

  • Proper queue management and priority setting for efficient execution and revenue generation

  • Work in a complex and quickly changing environment

  • Perform as a consultant to other stakeholders

  • Lead troubleshooting efforts to mitigate negative customer impact

  • Lead special projects related to role and enhance overall customer experience


What experience you need

  • Must be able to commute to Midtown Atlanta Office Tuesday - Thursday each week

  • 3+ years of Customer Service experience

  • Experience with Google tools (Gmail, docs, sheets, etc)

  • Efficient: Meets or exceeds quality and cycle time requirements for tasks

  • Extremely organized and self- starter/fast learner

  • Good judgment and integrity

  • Excellent customer service/sales support

  • Results focused and goal oriented


What could set you apart

  • Knowledge of Equifax tools: Working knowledge of ezBoard, Salesforce, Entitlement Master, DCAT and MAT (Core Risk Portal) 

  • Honesty and integrity as core values

  • Dedicated work ethics

  • Change agent

  • Logical and forward thinker

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

USA-Atlanta-One-Atlantic-Center

Function:

Function - Customer Service

Schedule:

Full time

Top Skills

Google
The Company
HQ: Atlanta, GA
16,742 Employees
On-site Workplace

What We Do

At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward.

Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region.

For more information, visit Equifax.com.

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