Client Onboarding Specialist


Client Onboarding Specialist
Full Time
Beit Shemesh

Client Onboarding Specialist

We are looking for a Client Onboarding Specialist to join a Growing international financial consulting firm.

Location: Close to Modiin and Bet Shemesh.

  • Making outbound and inbound calls to all assigned warm leads
  • Following-up with existing leads using the phone, email, SMS, or other
  • Corresponding with existing clients about their case and experience

Skills and/or Qualifications:

  • Excellent communication skills
  • Be organized and able to multitask
  • Be able to team work and be goal oriented
  • Strong computer literacy (CRM, Microsoft Office, Excel, PowerPoint, Email, Chat, and Zoom)
  • Strong Writing and Reading Skills
  • Must be fluent in English (reading, writing, and speaking)
  • · Fluency in Italian OR Spanish
  • · Bachelor’s degree (preferable)
  • Previous sales experience is a plus, but not mandatory for those who can demonstrate a passion for sales

Work Hours

Monday to Friday and has a flexible shift option:

Mon – Thu (4 days): 1:30 pm to 11:30 pm (Preferred)

Mon – Thu: 8:00 am to 5:30 pm, Fri: 8:00 am to 2:00 pm

Mon – Thu: 11:00 am to 8:30 pm, Friday: 9:00 am to 3:00 pm

Compensation: Salary, Plus Commission

To apply, please send your CV to [email protected] with Subject Line: Client Onboarding Specialist


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