About this role
Client Onboarding Specialist at Overview. Location: New Orleans or Chicago. Role: assessing clients, managing onboarding, reviewing documentation Requirements: Bachelor's degree, 2 years related experience, strong problem-solving and communication, competency with Microsoft Word/Excel and Google Workspace, ability to travel including overnight. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Google Mail, Google Docs, Google Sheets, Google Drive Commitment: Full Time Workplace: Onsite Languages: English