CO
Coins.phPartnership Onboarding Manager
Overseeing onboarding processes for partners and clients adhering to KYB/KYC compliance. Join the leading crypto brand in the Philippines with innovative solutions and growth opportunities.
About the role
- Primary point-of-contact and process expert for assigned field partners (financial reps, field leaders, network office team members) who engage in onboarding services.
- Responsible for expediting onboarding processes, negotiating resolutions, and providing proactive onboarding case consultation.
- Initiate applications, enter data provided by the field, monitor and gather additional requirements during underwriting, and assist advisors with policy delivery - all with a high degree of accuracy.
- Track status of applications as they move through various stages of application input, underwriting, and policy delivery.
- Apply critical thinking and good judgment to resolve requests or issues related to risk applications; determine when to elevate those requiring more advanced knowledge.
- Lead weekly calls with advisors subscribed to the service to give status updates or background information on ‘in process’ work as well as work through best practices with advisors so that they can fully leverage our services and Home Office technology.
- Recommend and implement improvements to standard work and/or work processes.
- Mentor less experienced staff in technologies and standard work.
- Perform quality checks for peers and more junior staff.
- De-escalates issues and conflicts while, creating, maintaining, and reestablishing, when needed, confidence in HO resources.
- Strong understanding of our business priorities and ability to identify process or technology enhancements that will improve our network office, advisor, field team member, and home office experience.
Requirements
- Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience.
- Minimum of three years of financial services experience with demonstrated knowledge and understanding of Northwestern Mutual risk products, markets, technologies, and services.
- 1-2 years of experience preferred with field risk operations activities such as input, monitoring underwriting cases, and executing policy delivery tasks.
- Strong customer service skills
- Comfortable learning new technology and tools
- Preferred – experience working with or as part of NM field force
- Preferred – experience building new processes/process improvement
- Ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to solve problems and find solutions.
- Deals well with ambiguity.
- Strong consultation, organizational and communication skills including ability to establish rapport.
- Strong mentoring/coaching skills and the ability to lead development and training of junior team members.
- Ability to influence without authority.
- Demonstrated problem solving through analytical ability, judgment, and decision-making skills.
- Focuses on the best interest of the service experience while complying with all relevant laws, regulations and policies.
- Demonstrated interpersonal, leadership, and verbal and written communication skills.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Fulfillment Telesales Specialist driving sales and onboarding e - commerce businesses. Responsible for client training, service solutions, and maintaining customer relationships in Cairo.
Fulfillment Telesales & Onboarding Specialist driving sales and onboarding e - commerce businesses. Engaging with clients and ensuring a smooth experience in logistics.
BO
Onboarding Specialist responsible for client onboarding and support at Bosta, an overnight delivery provider in Egypt. Fostering positive client relationships and ensuring stable new accounts during initial setup.
Project Manager at Solarize guiding onboarding for energy solutions, collaborating with utilities to develop sustainable business models in Stuttgart. Joining an experienced team with a meaningful role.
SI
SiteMinderCustomer Onboarding Specialist, Italian
Customer Onboarding Specialist providing software training to hotel customers across Europe. Utilizing screenshare, chat, and phone for effective communication.
LI
Livingston InternationalAccount Setup and Onboarding Specialist
Account Setup and Onboarding Specialist at Livingston supporting customs brokerage and client onboarding processes in North America. Opportunities for career growth with a supportive culture of learning.
QU
QualifactsManager, Customer Onboarding
Customer Onboarding Manager leading the RCMS onboarding experience for Qualifacts in Nashville or Tampa. Overseeing teams and ensuring operational alignment for exceptional customer outcomes.
FC
FUJIFILM Healthcare Americas CorporationRecruiting and Onboarding Specialist, Bilingual
Recruiting & Onboarding Specialist at Essential Services LLC focused on hiring compassionate Direct Support Professionals. Empowering individuals with disabilities through effective recruitment strategies and HR support.
HB
Huntington National BankCommercial Regulatory Onboarding Specialist
Complete regulatory onboarding reviews for commercial banking and support deal teams with customer updates. Assist with complex situations and provide feedback for process improvements.