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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 environmentVariety in your day - systems, coordination, and client interactionGain 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 programsSupport system implementations, setup, and testing for point-of-sale product programsCoordinate with clients, sales teams, and internal departments to verify program and policy detailsWork with third-party vendors to test and validate forms used by financial institutionsServe as a key contact for questions around internal systems and setupEnsure timely setup of premium remittance and claims systems using correct policy numbersTrack onboarding timelines and keep projects moving forwardLook for process improvements using shared tools and best practices

What We're Looking For:

Strong attention to detail and comfort working with systems and dataAnalytical mindset and solid problem-solving skillsStrong communication and customer service skills - you'll be explaining technical information in plain termsProficiency in Microsoft ExcelAbility 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 balanceTeam-driven culture with long-term opportunities 1424720SYMIN-FIN_1753115204 To Apply for this Job Click Here