Onboarding Specialist (Mandarin & English Speaker)

Onboarding Specialist (Mandarin & English Speaker) at Equiniti in Philippines.

Role Summary

Management Level

H

Responsibilities

On-Boarding Function - Responsible for initial client contact and set up of new clients on notification applications and services in adherence to corporate and departmental policies and procedures

• Continually keep up-to-date on notification products and services which may require additional classroom and on-the-job training
• Exercise exceptional customer service skills optimizing each contact with the client
• Install new applications through project management and solution design which may include reviewing site survey, gathering client requirements, creating application handoff sheet, installing software and setting up daily routines
• Contact clients within established timelines to confirm order and explain installation and training process, and maintain detailed notes on all client contacts
• Obtain, verify and validate client data to ensure successful application setup and supportability
• Make outbound proactive calls and follow ups to confirm order and explain installation and training processes
• Gather client requirements and recommend application best practices to fulfill those needs and ensure account supportability
• Responsible for communication and follow-up plan if other team members are needed to effectively resolve an issue
• Establish and follow project plan, as needed
• Seek and identify new product, service and feature opportunities with clients during conversations (e.g. appointment reminders, patient balance notifications)
• Maintain detailed notes in customer database

Please note any offer of employment is subject to satisfactory pre-employment screening checks.