Process institutional client applications, verify documentation for compliance, ensure adherence to regulatory requirements throughout the client lifecycle, and liaise with external parties to resolve account-related queries efficiently.

• Serve as the primary virtual point of contact for new and incoming clients • Initiate outbound calls, emails, and messages to welcome and onboard clients • Engage in conversations to discover client needs and goals • Clearly explain service offerings and recommend next steps • Schedule follow-up calls or connect clients with the right team members • Maintain detailed and accurate client records in our CRM system

• Plan and facilitate the onboarding process for new customers • Work directly with customers to answer questions and troubleshoot issues • Deliver tailored training sessions and create documentation • Collaborate with cross-functional teams to ensure a seamless onboarding experience • Monitor user adoption and identify churn risks • Provide feedback for continuous improvement and track key metrics

• Own the full information collection process for every new Arryva property owner from signed agreement through completed handoff to the operations partner • Build and manage automated reminder sequences that keep new owners moving through the onboarding checklist without requiring manual follow-up at every step • Prepare and submit complete property packages to the operations partner once all required information has been collected and verified • Maintain a warm, professional, and proactive communication style with every new owner throughout the onboarding process