Client Onboarding Assistant (Local Hybrid)

We’re looking for a meticulous Client Onboarding Assistant to ensure spotless records, seamless processes, and excellent client experiences. Your eagle eyes and steadfast focus will be the cornerstone of our data integrity. If you like to perform data detective work, collaborate with a vibrant team for smooth client transitions, and conduct data health checks to keep our records in tiptop shape then you should apply now!

This is a hybrid position that will work in the office 2-3 days per week once training is complete. During the training period, roughly 3 months, you will work in the-office 100% of the time.

The Client Onboarding Assistant ensures the accuracy, input, and management of new client information within a variety of software systems, applications, and tools. Coordinate with team members to receive intake information and collaboration throughout client onboarding.

Some essential job functions are but not limited to:

• Collect, verify, and input new client information into the CRM database.
• Ensure the accuracy and integrity of all data entered in all applications; Identify and resolve discrepancies in client data.
• Coordinate with Client Service Coordinator or the engagement team to receive intake information and continue collaboration through completion of client onboarding.
• Understand and adhere to the company's data entry protocols and standards.
• Responsible for initial set-up of appropriate software systems, applications, and tools for the new client.
• Perform regular audits and updates of existing client data to maintain accuracy.
• Assist in creating reports from database information when necessary.
• Help with onboarding related administrative tasks as needed.
• Periodic client email and phone communication, to confirm or clarify provided information.
• Provides overview of client relationship management system to technical team as needed.

Education:  High school diploma; or a combination of education and directly related work experience.

Experience:  1+ years minimum experience in data input and coordination providing support to multiple constituents. Previous professional services company experience preferred. You must pass a credit check at any time to remain eligible for this position.

Pay Rate Range: $24.63 per hour minimum to $34.48 per hour maximum pay range

Benefits: Clark Nuber provides fully paid insurance (medical, dental, vision, life, short-term & long-term disability, and AD&D) for employees, with subsidized dependent coverage. The firm grants paid parental leave, 10 holidays, and encourages up to 4 weeks of flexible time off annually. Committed to professional growth, it supports various learning opportunities, including licensing, certifications, tuition, and association fees. Benefits also include a 401k, profit-sharing plans, and more.

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices.  

Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

This position is open until filled and you can apply by clicking the APPLY button at www.clarknuber.com career site and completing the online application.