
Coordinator - Client Services
3 days ago
When you join Accurate Background, you’re an integral part of making every hire the start of a success story. Your contributions will help us fulfill our mission of advancing the background screening experience through visibility and insights, empowering our clients to make smarter, unbiased decisions.
Accurate Background is a fast-growing organization, focused on providing employment background screenings and building trustful relationships with our clients. Accurate Background continues to exceed expectations by offering an array of innovative and cuttingedge background check and credentialing products to meet the needs of human resource, loss prevention, and security/legal professionals in employment screening and vendor certification. We offer a fun, fast-paced environment, with lots of room for growth. If this sounds good to you, join our team
As a Customer Service & Onboarding Representative, you will be the first point of contact for clients, providing exceptional support and guidance throughout the background screening process. Our Client Services team is the “voice” of Accurate Background - connectingwith customers to provide information and resolve issues.You will play a key role in ensuring smooth operations by addressing inquiries, troubleshooting issues, and maintaininga high level of customer satisfaction. You will act as a backup support to cover any urgent client onboarding that cannot be covered ina timely and effective manner by US onboarding team.
**Responsibilities**:
- Client Services_
- Develop knowledge and understanding of specific Client Service functions
- Gain an overall understanding of Order Fulfillment / Client Onboarding
- Develop knowledge and understanding of Accurate products
- Process assigned work, independently, consistently, and accurately
- Follow and help enhance client service and onboarding documentation
- Follow work/break/lunch schedule
- Develop understanding of background screening regulations and requirements in Australia including ACIC, AS 4811:2022
- Assist clients with submitting and managing background screening requests.
- Troubleshoot and resolve issues related to background checks, system access, or document submissions.
- Liaise with internal teams, such as fulfilment, sales specialists, product, compliance to ensure timely completion of background checks.
- Escalate complex or compliance-related issues to the appropriate internal teams as needed.
- Maintain accurate records of customer interactions and actions in the CRM system.
- Educate clients on industry best practices, compliance requirements, and Accurate screening services.
- Contribute to opportunities for process improvements and to a culture of continuous improvement.
- Communicate with supervisors, peers, leaders, and other departments regarding client requests and feedback
- Provide tutorials and guidance on proprietary system
- Meet Accurate Background quality standards for services by adhering to client guidelines, regulations, policies, and procedures
- Contribute to team effort in maintaining service level agreements (SLA)
C_lient Onboarding_
- Acting as the primary backup support in AU to the US onboarding team for new clients during the onboarding phase, ensuring a smooth transition from sales to active service. Particularly when there is an urgent client/prospect need or time zones do not allow for US team to effectively manage. When required and working in conjunction with the AU Senior Account Manager;
- Own the onboarding cycle from deal signed until go-live, including post-production support.
- Manage across other departments, customer contacts, and third parties, to ensure all aspects of the onboarding project meet expectations.
- Set realistic expectations with client and team members to keep the project on task and meet deadlines.
- Understand client requirements, system capabilities, and be able to translate and communicate accordingly.
- Analyze the information/documents/requirements gathered for accuracy and determine if all criteria has been received to configure their account.
- Assist customers with reported issues, troubleshooting, solutions and testing.
- Train customers on their final end to end account setup.
- Lead and contribute to team projects to develop, improve, and scale our onboarding processes.
- Projects may include an integration with an applicant tracking system to order and/or view the results of background investigations.
- Other related duties, as needed
**Skills**:
- Patience
- Attentiveness
- Ability to use positive language
- Persuasion
- Time Management
- Multitasking (i.e., read or type while talking on the phone)
- Empathy
- Goal-oriented focus
- Strong written and verbal comprehension and expression skills
- Previous experience with Microsoft Office Suite/Office 365 (Outlook, Word, Excel, OneNote, OneDrive)
- CRM
- Ability to learn and use internal client service and onboarding management systems
- Ability to understand and explain techn
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