Overview
We are seeking a detail-oriented and client-focused Customer Onboarding Specialist to join our team. In this role, you will be the first point of contact for new clients seeking to incorporate their companies. You will guide them through the onboarding and incorporation process, ensuring all legal and procedural requirements are met efficiently and professionally.
Key Responsibilities:
Welcome and engage new clients, providing a clear explanation of the incorporation process.
Collect and verify required client information and documentation.
Assist clients with completing necessary forms and applications for company registration.
Coordinate with legal, compliance, and operations teams to ensure smooth and timely incorporation.
Maintain accurate client records and update CRM systems regularly.
Address client questions or concerns during the onboarding phase with timely, clear, and empathetic communication.
Provide guidance on post-incorporation services, such as bank account opening, tax registration, and compliance requirements.
Continuously improve the onboarding workflow based on feedback and best practices.
Requirements:
Prior experience in customer onboarding, corporate services, or company incorporation is highly preferred.
Strong knowledge of company formation processes (e.g., in [insert region/country]).
Excellent written and verbal communication skills.
Detail-oriented with strong organizational and administrative abilities.
Proficient in using CRM systems, Google Workspace, and/or Microsoft Office Suite.
Ability to handle multiple client accounts simultaneously in a fast-paced environment.
A customer-first mindset with a positive, proactive approach to problem-solving.
Working Hours:
Flexible schedule available.
Full-time and part-time roles are available. Please specify your availability in your application.
What We Offer:
Competitive compensation based on experience and schedule.
Flexible working arrangements (remote).
A supportive and collaborative team environment.
Growth opportunities within a fast-growing company.
Training and development in corporate compliance and business services.
About Pacific Habitat Services, Inc.
Since 1993, Pacific Habitat Services, Inc. has been committed to providing professional services that address complex environmental issues.
Anchored in the Pacific Northwest, we serve both the public and private sector with regulatory permitting, natural resource assessments, wetland delineation, environmental design, restoration, construction, and education outreach.
Our dedicated staff of creative consultants offers technical and scientific expertise in wetland science, fish and wildlife biology, hydrology, soil science, botany, and environmental planning. We not only provide professional services to suit your need, budget, schedule, and overall goals, but integrity and attention to detail as we develop innovative, successful solutions for your environmental project.
