SUMMARY:
Client Onboarding & Changes
The Implementation Specialist is responsible for managing and executing all client implementation requests, including onboarding new clients, maintaining existing client setups, and processing fee updates. The role ensures that all requests are accurately reviewed, efficiently implemented in the system, and clearly communicated to relevant stakeholders. The role also plays a key part in supporting governance, continuous improvement, and streamlined implementation processes in collaboration with the PMO.
POSITION INFO:
Responsibilities:
Implementation Management
- Manage end to end client implementation requests, including:
- New client implementations
- Updates to existing client details