Client Onboarding Specialist - Fintech Job at Foundever (London)

Onboarding Specialist

As an Onboarding Specialist at Range, you will be on the front lines of the memb...

Location

United States , McLean, VA, Bellevue, WA

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

2+ years of experience in a customer-facing role such as onboarding, customer success, support, account management, or client services
BS or BA required
Exceptional verbal and written communication skills, with confidence speaking directly with customers
Strong problem-solving instincts and the ability to stay calm and empathetic when members encounter challenges
Comfort working with technology and troubleshooting issues across digital tools and platforms
Ability to explain complex concepts clearly to non-technical audiences
Highly organized, detail-oriented, and able to manage multiple member interactions simultaneously

Job Responsibility

Guide new members through the end-to-end onboarding process, including account setup, financial account connections, and initial product walkthroughs
Serve as a primary point of contact for onboarding-related questions via phone, video, chat, and email
Clearly explain complex financial and technical concepts in a way that feels approachable and empowering for members
Troubleshoot issues related to account connections, data syncing, and onboarding workflows, ensuring timely resolution
Proactively identify friction points in the onboarding experience and partner with Product, Engineering, and Operations to improve processes
Build strong relationships with members by delivering a white-glove, high-touch onboarding experience
Maintain accurate documentation and notes to ensure smooth handoffs and long-term member success

What we offer

Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
401(k): Retirement savings program to support your future
Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
Parental Leave: Comprehensive leave policy for growing families
Meals: Select meals covered throughout the week
Fitness: Monthly movement stipend
Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
Annual Compensation Reviews: Salary and equity refreshes based on performance
Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Fulltime

Onboarding (KYC) Specialist

Our mission is to enable everyone to build wealth. We reinvent how trading and i...

Location

Bulgaria , Sofia

Salary:

Not provided

Trading212

Expiration Date

Until further notice

Requirements

Proficiency in English (C1 or above)
Customer-orientated approach
Good time management and multitasking skills
Willingness to learn and develop
Adaptiveness to a rapidly changing environment

Job Responsibility

Communicate with clients in English/Bulgarian
Deal with incoming inquiries via chat and email
Review, analyze, and verify client onboarding documents
Input and validate client data
Conduct due diligence and risk assessments on new clients
Channel client’s feedback
Working on a 24/7 schedule, organized in shifts

What we offer

Comprehensive training program to adapt to the insights of the business
Upskill trainings throughout your career
Full appreciation of your talent and ideas
Generous remuneration package
Excellent social benefits, including 25 days off, a sports card and private health insurance

Fulltime

Sales Specialist

We are looking for a results-driven Sales Specialist responsible for converting ...

Location

Romania , Bucharest

Salary:

Not provided

Connections Tech

Expiration Date

Until further notice

Requirements

Minimum 3–5 years of experience in telesales, outbound sales, or commercial call center environments
Proven ability to convert leads into active customers and successfully close sales opportunities
Experience in financial services, fintech, banking, or telecommunications is considered an advantage
Strong communication and persuasion skills
Customer-oriented mindset with strong problem-solving abilities
Ability to manage multiple leads and follow-up activities simultaneously
Comfortable working with CRM systems and digital onboarding platforms

Job Responsibility

Contact reseller-generated leads through proactive outbound calls
Qualify prospects and identify their business needs related to payment solutions
Present and promote POS terminals and electronic payment services for merchants
Guide clients step-by-step through the onboarding platform, including: company details
administrator information
business locations
Provide support for uploading required documents such as: Company Registration Certificate
Articles of Incorporation
Bank statements
Assist clients in completing the video identification process

What we offer

Learning & Development programs to support your continuous growth
Stability and dynamic projects that allow you to build a long-term career
Discounts and partnerships with services such as City Dent, ESX, Therme, and more

Fulltime

Underwriting Specialist

The Underwriting Specialist serves as the primary coordinator between our compan...

Location

United States , Strongsville

Salary:

Not provided

Foundation Software

Expiration Date

Until further notice

Requirements

Prior experience in underwriting coordination, financial operations, credit processing, or related financial services
Strong understanding of business credit, financial statements, and underwriting principles preferred
Excellent communication skills with the ability to translate complex information into clear, actionable updates
Exceptional organizational and time management abilities
capable of managing numerous concurrent underwriting files
Proven attention to detail, accuracy, and compliance
High level of professionalism, discretion, and reliability
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM or workflow tools
Strong problem-solving and follow-up skills, with the ability to work independently under tight deadlines
Ability to work collaboratively with cross-functional teams, including sales, compliance, and external underwriting partners

Job Responsibility

Serve as the central point of contact between the company and Corpay for all underwriting-related activities
Coordinate the collection, review, and submission of client documentation required for underwriting approval
Review applications for completeness, accuracy, and compliance with underwriting requirements before submission
Track and manage the status of all active underwriting files, ensuring timely movement through each stage of review
Communicate clearly with sales and account management teams on underwriting progress, missing information, or decisions
Liaise with Corpay's underwriting and credit teams to clarify requirements, resolve questions, and expedite approvals
Maintain organized and compliant records of all underwriting communications, decisions, and documentation
Identify and escalate potential risk or compliance issues to the appropriate internal or external stakeholders
Collaborate with internal teams to improve underwriting workflows, response times, and data accuracy
Assist in the development and continuous refinement of underwriting procedures and checklists

What we offer

Medical
Dental
Vision
401K
PTO
Paid Holidays
manicures and pedicures in the office
massages
house cleaning
laundry service

Fulltime

Platform Support

iCapital is seeking a motivated and client focused Analyst or Associate to join ...

Location

United States , Salt Lake City

Salary:

60000.00 - 85000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

1-5+ years of experience in client technical support, data operations, or a programming environment within a fast‑paced or agile organization
Bachelor’s degree is required
Strong communication skills and comfort interacting with external partners and internal business stakeholders
Able to prioritize effectively with excellent time‑management skills
Demonstrated ability to work independently as well as collaboratively within a team
Experience analyzing complex technical problems and translating them into clear, actionable steps
Strong attention to detail with the ability to research systems, identify issues, and recommend solutions

Job Responsibility

Execute end-to-end technical and operational deliverables on recurring platform engagements, ensuring consistent, high-quality service
Manage daily workflows with a strong client first mindset while maintaining platform stability and user satisfaction
Partner closely with Product Managers, Relationship Managers, and Implementation teams to deliver a best-in-class platform experience
Ensure external user access aligns with client expectations and support onboarding to tailored white label platform solutions
Facilitate internal user entitlement management across iCapital’s suite of proprietary systems
Respond to technical inquiries from internal and external users via the ticketing system across iCapital’s digital ecosystem
Troubleshoot moderate to complex technical issues
escalate and collaborate with product specialists as needed for timely resolution
Document processes, recurring technical issues, and best practices to support new product solutions and operational improvements
Synthesize customer feedback and partner with cross functional teams to help enhance iCapital’s digital offerings

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Specialist, service communications & enablement

Vestwell is expanding and we’re excited about adding a Service Communications & ...

Location

United States , New York; Austin; King of Prussia; Phoenix

Salary:

70000.00 - 80000.00 USD / Year

Fin Capital

Expiration Date

Until further notice

Requirements

2-3 years of experience in retirement, fintech, or financial services
3–5 years of experience in a content, communications, enablement, or knowledge management role, ideally supporting service, operations, or customer success teams
Demonstrated ability to translate complex concepts into clear, plain‑language content tailored to different audiences
Strong written and verbal communication skills, with meticulous attention to detail, grammar, and tone
Experience partnering with cross‑functional stakeholders and driving content through structured review and approval processes (including legal/compliance where required)
Proven ability to manage multiple projects, deadlines, and stakeholders simultaneously in a fast‑paced environment
Comfort working with productivity and collaboration tools, including Google Docs/Sheets/Slides, Slack, and Zendesk or similar ticketing/knowledge base platforms
Strong organizational skills with a demonstrated ability to maintain and govern content libraries, version control, and documentation standards
Positive and proactive attitude, with a team mentality and a strong commitment to superior internal and external customer service
Experience with HubSpot

Job Responsibility

Serve as a central content owner for Service & Operations, responsible for drafting clear, audience‑appropriate communications once plans are out of the sales cycle and into onboarding, implementation, and ongoing service
Translate complex product, operational, and regulatory updates into digestible communications for different external personas (e.g., plan sponsors, advisors, savers), ensuring tone and detail level are appropriate for each group
Partner closely with Employer Service, Saver Service, Payroll Operations/Implementations, Investment Operations, and other operational teams to identify content gaps and proactively develop materials that reduce confusion, repeat questions, and escalations
Work with subject matter experts and stakeholders (e.g., Product, Legal/Compliance, Marketing, Relationship Management) to gather inputs and turn them into polished communications, managing feedback loops and approvals end‑to‑end
Draft and maintain FAQs, talking points, and call/email/chat talk tracks for front‑line service teams to ensure consistent, accurate messaging across channels
Create and update internal reference materials (knowledge base articles, one‑pagers, decision trees, process overviews) to support operational readiness for new launches, changes, and initiatives
Develop communication templates and playbooks that can be reused by service teams (e.g., standard responses, outreach templates, campaign language), balancing consistency with flexibility
Manage content calendars and timelines for upcoming releases, product changes, and seasonal initiatives, ensuring impacted service teams and clients are informed at the right time
Own and execute distribution operations for outbound communications, including pulling and validating send lists, managing whitelabel and branding requirements across partners, configuring and scheduling sends in HubSpot, and ensuring data integrity across systems
Ensure all client-facing content aligns with Vestwell’s brand, tone, and compliance standards, in partnership with Marketing and Legal/Compliance, while prioritizing operational accuracy and service readiness

What we offer

Competitive health coverage
Generous vacation offering
Hybrid office policy
Great 401(k) plan

Fulltime

Senior Specialist, Plan Design

Vestwell is expanding and we’re excited about adding a Senior Plan Design Specia...

Location

United States , New York; Austin; King of Prussia; Phoenix

Salary:

75000.00 - 90000.00 USD / Year

Fin Capital

Expiration Date

Until further notice

Requirements

Strong commitment to delivering superior service
Considerable background in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing
Thorough understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
Keen attention to detail, deadlines, and customer service needs
Collaborative approach with internal stakeholders and with clients to clearly communicate the process, timing, and plan design considerations of new and restated plans
Strong commitment to proactively managing workload
Positive, collaborative, and proactive attitude
Proficiency with Excel and Microsoft Office suite
Google Workspace
cloud-based client portals and internal network drives

Job Responsibility

Plan Design Consultation - Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications
Illustration support - Provide swift and detailed plan analysis, including profit sharing and safe harbor design comparisons, offering commentary to support recommendations
Plan document review - Support sales in conversion contract considerations by performing a plan spec review against supported and outsourced design models
capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents
Subject matter expertise - Support team members with process reviews, research, and documentation related to plan design, plan proposals and onboarding
Project management - Ensure a smooth transfer of incoming plans from Sales to Implementations
Plan document creation - Perform plan restatement evaluations, including prior plan document to restated plan document mid-year change assessments, protected benefit analysis, and alignment with Vestwell platform requirements
On-call support - Provide live support for team members, clients, and advisors to discuss plan design suggestions or required changes
Product support - Contribute to discussions with product and engineering teams to continually iterate on our technology supported design & onboarding processes

What we offer

Company Bonus Pool
new hire equity in the Company
competitive health coverage
generous vacation offering
hybrid office policy
great 401(k) plan

Fulltime

Onboarding Manager

The Manager, Onboarding leads a team of specialists, driving operational excelle...

Location

United States , Royal Oak

Salary:

70000.00 - 85000.00 USD / Year

MyTennisLessons

Expiration Date

Until further notice

Requirements

8+ years of professional experience in customer success or related roles
3+ years of experience managing and developing high-performing teams
Experience in fintech or SaaS environments preferred
Bachelor’s degree in Hospitality Management, Business Administration, or a related field required
Fluent in English (written and verbal)
Advanced leadership, coaching, and team development skills
Strategic thinking and operational planning abilities
Strong problem-solving, decision-making, and analytical capabilities
Proficiency with relevant systems, tools, and metrics-driven management
Effective stakeholder management and cross-functional collaboration

Job Responsibility

Lead and develop a team of specialists and associate managers
Set clear goals and performance expectations
Provide regular coaching, feedback, and professional development
Oversee workload allocation
Manage recruitment, onboarding, and training
Act as a key point of contact for client-facing teams and stakeholders
Anticipate client and partner needs
Coordinate with internal functions
Communicate updates to senior leadership
Oversee execution of multiple concurrent projects

What we offer

Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year

Fulltime

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Client Onboarding Specialist - Fintech

Job Description

Job Responsibility

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