Client Onboarding Consultant

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Merchant Services& Client Onboarding Specialist in Charlotte NC, Irving TX or Des Moines IA (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 6 Months+ to contract to hire.

• Experience in merchant services, payments, and client onboarding.

• Experience with merchant onboarding and account/product setup.
• Understanding of credit card processing rails and merchant-facing operations.
• Ability to understand Level 3 data, chargeback processes, and client documentation (KYC).
• Strong background in data entry, quality control, and peer review.
• High degree of professionalism with strong communication skills
• Detail-oriented with excellent problem-solving and process improvement skills.
• Ability to work under tight deadlines in a fast-paced environment.
• Proficiency in Microsoft Office (Excel, Word, Outlook); experience with account boarding systems a plus.

• Perform high volume data entry, account boarding, and quality control checks for new merchant accounts.
• Support our Merchant Services Onboarding team.
• This role is a HEAVY data entry - keying in "add locations" and data entry tasks.
• CRM Systems
• Help develop and implement the 100% QC process for location additions to improve accuracy and efficiency.
• Communicate with peers to identify and address errors, ensuring proper remediation processes.
• Monitor account boarding workflows and suggest process improvements to enhance speed and accuracy.