Client Onboarding Specialist - Merchant Services

About This Role

This role involves performing high-volume data entry, account boarding, and quality control checks for new merchant accounts within the financial services sector. The specialist will support the Merchant Services Onboarding team by keying in "add locations" and other data entry tasks, ensuring accuracy and efficiency in the process.

Responsibilities

• Perform high volume data entry, account boarding, and quality control checks for new merchant accounts
• Support the Merchant Services Onboarding team
• Key in "add locations" and perform other data entry tasks (heavy data entry role)
• Help develop and implement 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

Requirements

• 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)

Nice to Have

• Experience with account boarding systems

Skills

* Required skills