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Business Operations Specialist – Client Onboarding (Hybrid)
Location: Hybrid | On-site 3 days/week (within 90-minute commute)
Industry: Financial Services / Credit Protection
Employment Type: Contract – through December
Overview:
We’re partnering with a leading financial services company to hire a Business Operations Specialist to join their Client Onboarding team. This is a great fit for someone who enjoys a blend of technical system work and cross-functional collaboration. You’ll help ensure the accurate setup of credit protection product programs and work closely with internal teams, vendors, and clients to keep onboarding on track.
Why it’s a great opportunity:
- Work in a collaborative, team-oriented environment
- Variety in your day – systems, coordination, and client interaction
- Gain exposure to the credit protection space with opportunities to grow
What You’ll Do:
- Ensure internal systems are accurately set up for new client credit protection programs
- Support system implementations, setup, and testing for point-of-sale product programs
- Coordinate with clients, sales teams, and internal departments to verify program and policy details
- Work with third-party vendors to test and validate forms used by financial institutions
- Serve as a key contact for questions around internal systems and setup
- Ensure timely setup of premium remittance and claims systems using correct policy numbers
- Track onboarding timelines and keep projects moving forward
- Look for process improvements using shared tools and best practices
What We’re Looking For:
- Strong attention to detail and comfort working with systems and data
- Analytical mindset and solid problem-solving skills
- Strong communication and customer service skills – you’ll be explaining technical information in plain terms
- Proficiency in Microsoft Excel
- Ability to work cross-functionally in a fast-paced environment
Preferred Experience (not required but a plus):
- Experience with credit protection products and systems (VIVA, Stone Eagle, HOA)
- Knowledge of compliance and implementation requirements in financial services
Work Environment:
- Hybrid model (3 days onsite)
- Flexibility for work/life balance
- Team-driven culture with long-term opportunities
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