[Hiring] Onboarding Assistant @Workstaff360

• Respond to inbound calls and emails from prospective and new clients, providing information and assistance as needed. • Serve as the primary point of contact for inquiries related to onboarding procedures, portal access, and documentation requirements. • Gather necessary information from new clients for onboarding purposes, ensuring accuracy and completeness of data. • Generate and send portal login credentials to new clients, along with detailed instructions for completing required forms and documentation. • Follow up with clients to ensure timely completion of onboarding tasks and provide assistance or clarification as needed. • Communicate effectively with case managers and other internal stakeholders to coordinate onboarding activities and address client needs. • Maintain professional and courteous communication with clients throughout the onboarding process, ensuring a positive experience. • Use the templates provided to send email marketing materials to the case manager. • Send out invoices or bills according to the services provided or acquired. • Check and see if a specific customer meets the qualification based on the given criteria. Hard Requirements: • Excellent verbal and written communication skills, with the ability to convey information clearly and professionally. • Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously. • Proficiency in email communication and phone etiquette, with a customer-centric approach to handling inquiries and requests. • Ability to work independently and collaboratively in a team environment, demonstrating initiative and problem-solving skills. • Prior experience in customer service, administrative support, or related fields is preferred. • Familiarity with onboarding processes and procedures is a plus. • Experience on how to evaluate and qualify based on given criteria is a plus. Schedule: • Monday - Friday 9AM-5PM Eastern Time