Provisioning Coordinator (Fintech)

TL;DR

Provisioning Coordinator (Fintech): Setting up new clients by configuring systems, access, and data with an accent on accuracy and seamless onboarding. Focus on managing tax and reporting structures and coordinating between clients and internal teams to ensure a positive experience.

Location: Must reside in the United States only

Salary: $33,624 - $54,993

Company

Global data and technology company powering opportunities for people and businesses worldwide through data, analytics, and software.

What you will do

• Manage tax and reporting structures for UCM clients.
• Handle client access and contact information, ensuring accuracy and security.
• Act as the primary coordination point between clients and internal teams to support seamless onboarding.
• Monitor requests and troubleshoot setup issues to ensure tasks are completed correctly and on time.
• Maintain clear documentation and communicate status updates to partners.

Requirements

• Experience with contact and data management systems.
• 1+ years of experience with state unemployment agencies.
• Understanding of Power of Attorney documents.
• Experience managing multiple tasks simultaneously.
• Customer service experience with good written and verbal communication skills.
• Must reside in the United States.

Culture & Benefits

• 100% remote work arrangement.
• 15 days of annual vacation accrual, five sick days, and two volunteer days.
• Comprehensive group health, dental, and vision insurance.
• Employee stock purchase program and 401K matching with immediate vesting.
• Wellness plans, online discounts, and pet insurance.