Customer Onboarding Specialist

hace 1 día


Xico, México Thomson Reuters A tiempo completo

About the Role

We are seeking a highly skilled Customer Onboarding Specialist to join our team at Thomson Reuters. As a key member of our Customer Onboarding Team, you will play a critical role in supporting customer vetting and entitlement activities to ensure compliance with our policy, third-party requirements, and regulatory obligations.

Key Responsibilities

  • Support customer due diligence reviews to ensure customer documentation and information is received in a timely manner by working with internal partners and directly with customers
  • Manage the customer re-validating process
  • Handle general account maintenance
  • Support team leaders in relation to monthly reporting and QA reviews
  • Act as a business resource to internal business partners to address routine and non-standard issues ensuring onboarding protocols are followed and business needs are met
  • Support the ongoing evolution and execution of the overall customer onboarding program
  • Generate and retrieve data for reporting purposes as requested
  • Assist with projects as needed and other duties as assigned

About You

To be successful in this role, you will have:

  • Bachelor's Degree
  • Prior experience in a customer service or order management role
  • Project management skills
  • 1-2 years of general business experience
  • Clear and effective communication skills (written and verbal) focused on excellent customer service
  • Excellent attention to detail and organizational ability
  • Ability to meet deadlines under pressure
  • Excellent PC skills and familiarity with Microsoft 365 and secure cloud services (including SharePoint and Teams), SAP, and Salesforce required; familiarity or experience with data visualization software (e.g., PowerBI, Tableaux), data analytics (e.g., Alteryx), and risk & compliance solutions (e.g., MetricStream) a plus
  • Ability to establish and maintain productive internal business relationships
  • High level of initiative and ability to perform in a fast-paced, matrix environment
  • Excited about innovation
  • Team player with a collaborative mindset

What's in it for You

As a Customer Onboarding Specialist at Thomson Reuters, you will have the opportunity to work in a dynamic and inclusive environment that values your personal and professional growth. You will be part of a team that is committed to upholding the rule of law, turning the wheels of commerce, and providing trusted, unbiased information to people all over the world.

Benefits

  • Hybrid work model with flexible work arrangements
  • Culture of equality, diversity, and inclusion
  • Comprehensive benefit plans, including flexible and supportive benefits for work-life balance
  • Learning and development opportunities, including LinkedIn Learning access and internal Talent Marketplace
  • Eight employee-driven Business Resource Groups
  • Two paid volunteer days annually
  • Environmental, Social, and Governance (ESG) initiatives for local and global impact

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