Talent.com
Client Onboarding (Bilingual Spanish/English)
Client Onboarding (Bilingual Spanish/English)Bobtail • Los Angeles, CA, US
serp_jobs.error_messages.no_longer_accepting
Client Onboarding (Bilingual Spanish / English)

Client Onboarding (Bilingual Spanish / English)

Bobtail • Los Angeles, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Client Onboarding (Bilingual Spanish / English)

Bobtail is dedicated to increasing happiness by eliminating inefficiencies in the supply chain. We envision a supply chain without friction, fraud, waste, and abuse where companies succeed based on the value they create. We work in a unique way at Bobtail, where we value teams over individuals and encourage experimentation and iteration to constantly improve. Teams are given flexibility in working towards a shared purpose and given the freedom to decide how they will accomplish their goals. If you are an out of the box thinker that takes a proactive approach in collaborating with others to solve problems and achieve your goals - we would love to talk to you. The things we value :

  • Mission
  • Teams over individuals
  • Collaboration
  • Communication
  • Iteration
  • Experimentation and failing fast
  • Initiative and solutions oriented approach
  • Documentation
  • Data
  • Mental health and work-life balance
  • Diversity
  • Transparency

Bobtail is currently seeking a Compliance Lead to join our growing fintech team! As an early member of Bobtail's fintech program, you will design and implement compliance programs from the ground up, manage bank partner and regulatory relationships, and collaborate closely with the product and engineering teams to build a fully compliant, customer-friendly experience.

You Should Apply If You Have :

  • 4 years of B2B sales / customer service experience
  • Fluency in Spanish and English
  • Relevant knowledge and experience in cloud computing - Salesforce is a plus
  • Ability to quickly learn new web-based technologies
  • Confidence, as well as strong verbal & written communication skills when interacting with clients
  • Ability to discover and understand customer needs and meet those needs with a successful product sale
  • A motivated, driven, self-starter...We love those with grit and accountability!
  • You Will Be Responsible For :

  • Interacting with clients to introduce yourself as the point of contact for all client needs prior to activation
  • Maintaining client relationship with consistent follow ups to strengthen client rapport through Salesforce tasking
  • Facilitating the best customer experience and ensuring all client needs are met
  • Following up to collect required documents from clients and facilitating account activations
  • Collaborating with all stakeholders account executive, onboarder & account manager to facilitate a successful client journey from sales to account managers
  • Documenting - logging all communication notes in Salesforce to document client journey
  • Communicating - We are committed to growth, so your ability to communicate users' experiences and understand when and where to escalate is essential
  • Benefits

  • Monthly Mental Break Day
  • Unlimited vacation
  • Work from home (or wherever)
  • Parental leave
  • Creating a diverse and inclusive workplace is Bobtail's nucleus. We are an equal opportunity employer and embrace people of different backgrounds, cultures, religions, national origins, races, colors, genders, gender expressions, sexual orientations, ages, marital status, veteran status, experiences, abilities and perspectives.

    serp_jobs.job_alerts.create_a_job

    Bilingual Onboarding • Los Angeles, CA, US

    Job_description.internal_linking.related_jobs
    Client Relationship Consultant 1(Banker) - Beverly Hills Wilshire Blvd. - Beverly Hills, CA

    Client Relationship Consultant 1(Banker) - Beverly Hills Wilshire Blvd. - Beverly Hills, CA

    California Staffing • Beverly Hills, CA, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Registered Client Services Associate (Los Angeles, CA)

    Registered Client Services Associate (Los Angeles, CA)

    Oppenheimer & Co. • Los Angeles, California, USA
    serp_jobs.job_card.full_time
    Oppenheimer) is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial service...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Bilingual (Spanish & English) Client Success Agent - Remote

    Bilingual (Spanish & English) Client Success Agent - Remote

    The Credit Pros • Long Beach, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Join The Credit Pros for a 100% FULL-TIME REMOTE OPPORTUNITY : Unlock Your Potential in the Thriving Credit Industry!.Are you ready to take your career to new heights? At The Credit Pros, we believe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Retail Sales Associate Spanish Bilingual

    Retail Sales Associate Spanish Bilingual

    Verizon • Huntington Park, CA, United States
    serp_jobs.job_card.full_time +1
    A place to share your ideas freely - even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Client Relations Coordinator

    Remote Client Relations Coordinator

    TradeJobsWorkforce • 90073 Los Angeles, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Sparkbit 360 • Los Angeles, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    As a full-service marketing and public relations agency, were dedicated to helping businesses like yours thrive in an ever-evolving world. We are searching for a motivated and service-oriented.This ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Client Advisor

    Client Advisor

    BIOLOGIQUE RECHERCHE • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Client Advisor Overview : As the Client Advisor, you are both the face and the driving force on the spa and retail sales floor, delivering gracious and seamless support to guests and staff.You...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Client Manager

    Client Manager

    EPIC Brokers • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    Location : This role requires periodic travel to one of our California locations : Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Ma...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Bilingual Spanish Retail Sales Consultant

    Bilingual Spanish Retail Sales Consultant

    Los Angeles Staffing • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    Do you speak Spanish and English? If you do, we're looking for you! Our Retail Careers come with awesome perks and may include additional starting pay if you are bilingual.It's time to take your sa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual Spanish

    CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual Spanish

    Wells Fargo • Huntington Park, CA, United States
    serp_jobs.job_card.full_time
    Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending.For additional information on this line of business, refer to the external Caree...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Recruiter -Bilingual / Spanish

    Recruiter -Bilingual / Spanish

    Developmental Pathways Inc. • Van Nuys, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Join Our Mission-Driven Team at Developmental Pathways! 🌟 Position : .Bilingual Recruiter (English / Spanish) Location : On-site | Orange County, CA Schedule : Full-Time | 9 : 00 AM – 6 : 00 PM...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Business Solutions Advisor - Sylmar Financial Center - Bilingual Spanish Required

    Business Solutions Advisor - Sylmar Financial Center - Bilingual Spanish Required

    California Staffing • Sylmar, CA, US
    serp_jobs.job_card.full_time
    Business Solutions Advisor - Sylmar Financial Center.Bilingual Spanish Required Sylmar, California • •To proceed with your application, you must be at least 18 years of age.At Bank of America, we ar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Associate

    Client Associate

    Jobot • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    Join a high-performing, boutique Los Angeles wealth management team as a Client Associate.Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-wort...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Long Beach, CA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual Spanish

    CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual Spanish

    Los Angeles Staffing • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    Community Mortgage Bank Sales Consultant (SAFE).Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Sit within assigned bank branche...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Patient Account Representative - Patient Collections - Bilingual Spanish

    Patient Account Representative - Patient Collections - Bilingual Spanish

    Guidehouse • El Segundo, CA, US
    serp_jobs.job_card.full_time
    Patient Account Representative Patient Collections (Bilingual Spanish).The Patient Account Representative Patient Collections (Bilingual Spanish) is an extension of a client's business office sta...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retail Sales Specialist (Bilingual Spanish)

    Retail Sales Specialist (Bilingual Spanish)

    SPECTRUM • North Hollywood, California, United States
    serp_jobs.job_card.full_time
    This role requires the ability to work lawfully in the U.Earn $20 / hour base pay, with the potential to earn $25.Plus, enjoy perks like free and discounted internet, TV, and mobile, all while paving...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Spanish Language Life Insurance Agent - Team Nexa

    Spanish Language Life Insurance Agent - Team Nexa

    Team Nexa Insurance Solutions • Los Angeles, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Tired of Buying Overpriced Leads and Getting Underpaid?.You didn’t get into life insurance to go broke on leads.At Team Nexa Insurance Solutions , we’re flipping the script on what it m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30