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Total Fire Protection

Client Onboarding Specialist

Posted 2 days ago
$24 - $29 per hour
0-2 years experience
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AI Summary

The Client Onboarding Specialist guides new clients through the initial onboarding process by collecting information and coordinating internal handoffs. They are responsible for maintaining accurate client records and facilitating the transition of new accounts into ongoing service relationships.

Total Fire Protection is a full service fire and life safety provider serving commercial and industrial customers. Since 1991, our team has delivered fire protection solutions including sprinkler systems, fire alarms, inspections, testing, maintenance, special hazard systems, and related services.

We are seeking an organized and service focused Client Onboarding Specialist to support new clients through the initial stages of their relationship with Total Fire Protection. This remote position will coordinate account information, documentation, communication, and internal handoffs to help provide an efficient and professional onboarding experience.

Responsibilities

  • Guide new clients through the onboarding process and communicate required next steps.
  • Collect, review, and maintain accurate client and account information.
  • Establish and update client records within company systems.
  • Respond professionally to onboarding related questions by phone and email.
  • Coordinate with sales, service, administrative, and other internal teams.
  • Assist with scheduling initial service, inspection, or maintenance needs when applicable.
  • Track onboarding progress and follow up on outstanding information.
  • Maintain accurate electronic records and client communications.
  • Help transition new accounts into ongoing service relationships.
  • Protect confidential client and company information.

Qualifications

  • Previous experience in client service, onboarding, administrative support, account support, or a related role preferred.
  • Strong written and verbal communication skills.
  • Excellent organization and attention to detail.
  • Comfortable using email, spreadsheets, word processing software, and web based business systems.
  • Ability to manage multiple priorities and meet deadlines.
  • Ability to work independently and collaborate effectively in a remote environment.
  • Fire protection industry experience is not required applicable training will be provided.

Benefits

Total Fire Protection offers an employee benefits program that includes:

  • Health, dental, and vision insurance.
  • $25,000 group life insurance.
  • Disability insurance.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA).
  • 401(k) with company matching.
  • Paid time off, holidays, and personal leave.
  • Professional development and training opportunities.
  • Tuition reimbursement.
  • Employee referral program.

Benefit eligibility and terms are subject to applicable company policies and plan requirements.

Equal Employment Opportunity

Total Fire Protection provides equal employment opportunities to qualified applicants and employees. Employment decisions are based on business needs, job requirements, qualifications, and applicable law without discrimination based on characteristics protected by federal, state, or local law.

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