Client Onboarding Specialist
Top Benefits
About the role
Position: Client Onboarding Specialist
Location: Fully on-site Monday-Friday in Downtown Vancouver near Burrard Station
Compensation: $45,000-$50,000 + perks (3 weeks of vacation, with increases after 2 and 5 years of service, employer-paid benefits, pension plan, team social events)
Type: Full time Permanent
Overview:
As a Client Experience Onboarding Specialist, you’ll be the welcoming face for new clients, guiding them through the onboarding journey and ensuring they start off on the right foot. From the very first call, your goal is to help set them up for long-term success with our company’s services.
Day-to-Day Duties and Responsibilities:
- Act as the main point of contact for newly signed clients, reaching out the same day to conduct welcome calls.
- Schedule all necessary onboarding meetings with relevant team consultants to ensure smooth service delivery.
- Reschedule any missed or outstanding meetings during the onboarding process to keep everything on track.
- Conduct follow-up care calls to collect feedback and ensure client satisfaction.
- Serve as the go-to person for addressing client complaints and identifying retention opportunities.
- Log and acknowledge all client service concerns—both verbal and written—in accordance with established complaint-handling procedures.
- Collaborate with internal teams and clients to thoroughly investigate service issues.
- Prioritize quick and effective resolution of client concerns, always with a focus on satisfaction and retention.
- Handle all client interactions with professionalism, empathy, and courtesy.
- Assess when client concerns need to be escalated to the Collections team and facilitate smooth handovers.
- Refer any potential compliance matters to the Compliance team promptly for review and investigation.
- Complete additional tasks as assigned from time to time.
Education & Experience
- Minimum of 1 year in a client satisfaction, retention, or similar customer-focused role.
- Strong background in client services, escalation handling, and negotiation.
- Experience with Salesforce is an asset.
Work Schedule
- Monday to Friday, with varying shifts depending on business needs. Our typical operating hours are 9:00 AM to 5:30 PM.
What You Bring to the Team
- Excellent communication skills—both written and verbal—focused on delivering an outstanding client experience.
- Detail-oriented and highly organized, with the ability to multitask and manage time in a fast-paced environment.
- Capable of working independently as well as collaboratively within a team.
- Proficient with Microsoft Office, especially Word and Excel.
- Energetic, adaptable, and proactive with a strong “can-do” attitude. You're self-motivated, solution-focused, and ready to take initiative when needed.
INDCAN
MC49827
About The Portfolio Group
The Portfolio Group is a specialist recruitment agency dedicated to sourcing exceptional talent across four key divisions: Payroll, Credit Control, Procurement and HR, Benefits & Reward.
We also provide comprehensive RPO solutions, partnering with businesses to streamline their recruitment processes.
Over 30 Years of Recruitment Excellence
Founded in 1988, we bring over three decades of industry expertise and a proven track record of recruiting at all levels across the UK and multiple industry sectors.
With offices in London, Manchester, Dublin, and Toronto, we deliver success in permanent, temporary, and contract recruitment, offering a fast, efficient, and consultative service backed by an impressive client base. Our commitment to strong client relationships, ethical recruitment practices, and passion for what we do sets us apart.
As of January 2025, The Portfolio Group is ranked #1 Recruitment Agency on Trustpilot based on over 2,500 reviews.
Comprehensive Recruitment Solutions
Beyond our core divisions, we also recruit for a range of business-critical functions, including but not limited to:
• Credit Control & Finance • Governance, Risk Management & Compliance • Health & Safety • HR, Compensation, Benefits & Reward • IT – Development, Projects & Services • Legal Services • Payroll & Tax • Procurement & Supply Chain • Sales, Marketing, PR & Communications
Award-Winning Recruitment Agency
The Portfolio Group has been recognised for its excellence in recruitment, earning accolades such as: • The Sunday Times 100 Best Small Companies to Work For (most recently in 2017) • The Sunday Times Fast Track 100 (twice) • The Recruiter Hot 100 (2021) • Shortlisted for Recruitment Agency of the Year – Medium (50-99 employees) in 2021
Contact Us 📍 London & the South: +44 207 247 9455 📍 Manchester & the North: +44 161 836 9949 📍 Dublin & the Republic of Ireland: 1800800281 📍 Toronto: +1 (647) 660 1581
Client Onboarding Specialist
Top Benefits
About the role
Position: Client Onboarding Specialist
Location: Fully on-site Monday-Friday in Downtown Vancouver near Burrard Station
Compensation: $45,000-$50,000 + perks (3 weeks of vacation, with increases after 2 and 5 years of service, employer-paid benefits, pension plan, team social events)
Type: Full time Permanent
Overview:
As a Client Experience Onboarding Specialist, you’ll be the welcoming face for new clients, guiding them through the onboarding journey and ensuring they start off on the right foot. From the very first call, your goal is to help set them up for long-term success with our company’s services.
Day-to-Day Duties and Responsibilities:
- Act as the main point of contact for newly signed clients, reaching out the same day to conduct welcome calls.
- Schedule all necessary onboarding meetings with relevant team consultants to ensure smooth service delivery.
- Reschedule any missed or outstanding meetings during the onboarding process to keep everything on track.
- Conduct follow-up care calls to collect feedback and ensure client satisfaction.
- Serve as the go-to person for addressing client complaints and identifying retention opportunities.
- Log and acknowledge all client service concerns—both verbal and written—in accordance with established complaint-handling procedures.
- Collaborate with internal teams and clients to thoroughly investigate service issues.
- Prioritize quick and effective resolution of client concerns, always with a focus on satisfaction and retention.
- Handle all client interactions with professionalism, empathy, and courtesy.
- Assess when client concerns need to be escalated to the Collections team and facilitate smooth handovers.
- Refer any potential compliance matters to the Compliance team promptly for review and investigation.
- Complete additional tasks as assigned from time to time.
Education & Experience
- Minimum of 1 year in a client satisfaction, retention, or similar customer-focused role.
- Strong background in client services, escalation handling, and negotiation.
- Experience with Salesforce is an asset.
Work Schedule
- Monday to Friday, with varying shifts depending on business needs. Our typical operating hours are 9:00 AM to 5:30 PM.
What You Bring to the Team
- Excellent communication skills—both written and verbal—focused on delivering an outstanding client experience.
- Detail-oriented and highly organized, with the ability to multitask and manage time in a fast-paced environment.
- Capable of working independently as well as collaboratively within a team.
- Proficient with Microsoft Office, especially Word and Excel.
- Energetic, adaptable, and proactive with a strong “can-do” attitude. You're self-motivated, solution-focused, and ready to take initiative when needed.
INDCAN
MC49827
About The Portfolio Group
The Portfolio Group is a specialist recruitment agency dedicated to sourcing exceptional talent across four key divisions: Payroll, Credit Control, Procurement and HR, Benefits & Reward.
We also provide comprehensive RPO solutions, partnering with businesses to streamline their recruitment processes.
Over 30 Years of Recruitment Excellence
Founded in 1988, we bring over three decades of industry expertise and a proven track record of recruiting at all levels across the UK and multiple industry sectors.
With offices in London, Manchester, Dublin, and Toronto, we deliver success in permanent, temporary, and contract recruitment, offering a fast, efficient, and consultative service backed by an impressive client base. Our commitment to strong client relationships, ethical recruitment practices, and passion for what we do sets us apart.
As of January 2025, The Portfolio Group is ranked #1 Recruitment Agency on Trustpilot based on over 2,500 reviews.
Comprehensive Recruitment Solutions
Beyond our core divisions, we also recruit for a range of business-critical functions, including but not limited to:
• Credit Control & Finance • Governance, Risk Management & Compliance • Health & Safety • HR, Compensation, Benefits & Reward • IT – Development, Projects & Services • Legal Services • Payroll & Tax • Procurement & Supply Chain • Sales, Marketing, PR & Communications
Award-Winning Recruitment Agency
The Portfolio Group has been recognised for its excellence in recruitment, earning accolades such as: • The Sunday Times 100 Best Small Companies to Work For (most recently in 2017) • The Sunday Times Fast Track 100 (twice) • The Recruiter Hot 100 (2021) • Shortlisted for Recruitment Agency of the Year – Medium (50-99 employees) in 2021
Contact Us 📍 London & the South: +44 207 247 9455 📍 Manchester & the North: +44 161 836 9949 📍 Dublin & the Republic of Ireland: 1800800281 📍 Toronto: +1 (647) 660 1581