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Onboarding and Customer Set-up Coordinator

Genesis10
life insurance, 401(k)
United States, North Carolina, Charlotte
Mar 17, 2025
Genesis10 is currently seeking an Onboarding and Customer Set-up Coordinator with our client in the financial Industry located in Charlotte, NC. This is a 9+ month contract position.

Compensation: $43.00-53.00 per hour, W2, Depending on skills and experience level.

Responsibilities:


  • Consult on and contribute to moderately complex initiatives within Business Execution
  • Participate in large-scale planning related to Business Execution deliverables
  • Analyze and resolve moderately complex Business Execution challenges requiring in-depth evaluation of variable factors
  • Ensure compliance with policies, procedures, and regulatory requirements while delivering business execution objectives
  • Collaborate with internal stakeholders to support onboarding and data management processes
  • Work in a fast-paced, deadline-driven environment, ensuring smooth client onboarding and operational efficiency


Required Qualifications

  • 4+ years of experience in Business Execution, Implementation, or Strategic Planning, or equivalent experience through work, consulting, training, military service, or education
  • Excellent verbal, written, and interpersonal communication skills
  • Advanced proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint)


Desired Qualifications:

  • Project management or financial services experience
  • Familiarity with client onboarding and data management processes
  • Ability to work effectively in a fast-paced, high-pressure environment


Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!

About Genesis10:

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10:

Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.

The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.

Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)

Behavioral Health Platform

Medical, Dental, Vision

Health Savings Account

Voluntary Hospital Indemnity (Critical Illness & Accident)

Voluntary Term Life Insurance

401K

Sick Pay (for applicable states/municipalities)

Commuter Benefits (Dallas, NYC, SF)

Remote opportunities available

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

#DIG10-ST


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