Job Description

About the Role

We are looking for a detail-oriented and tech-savvy Onboarding Specialist to guide and support individuals through account setup processes. This role is responsible for setting up and programming work phones, Apple IDs, PayPal accounts, Gmail accounts, configuring two-factor authentication, guiding employees through IT support processes, and assisting in the creation of new bank accounts as well as troubleshooting common setup issues that arise.

You’ll work directly with individuals via phone, video calls, and email, ensuring they successfully complete all required steps. Many of the people you assist are not tech-savvy, so patience, clear communication, and adaptability are essential.

The ideal candidate will have excellent communication skills, technical proficiency, and the ability to troubleshoot IT-related issues efficiently.

If you have experience with account onboarding, IT support, or financial services, and enjoy guiding people through technical processes, this role is a great fit for you!

What You’ll Do

• Configure phones and create accounts to ensure proper functionality
• Guide users through Apple ID, PayPal, Gmail, and mobile device setup
• Assist with online banking account registration and verification
• Review and verify identity documents (passports, drivers licenses and proof of address) for compliance
• Troubleshoot technical issues with account creation and authentication with Apple ID, PayPal, Gmail and Bank account creation
• Walk employees through common IT issues, including login troubleshooting, software setup, and network connectivity.
• Maintain accurate records of onboarding progress and completion. Develop and update training materials for IT onboarding.

What We’re Looking For

• Experience in onboarding, IT support, fintech, or customer service
• Strong technical troubleshooting skills for account setup issues
• Familiarity with Apple/iOS, Google, online banking, and PayPal
• Ability to communicate clearly and guide non-tech-savvy users step by step
• Experience handling sensitive information securely and professionally
• Highly organized, able to track multiple onboarding cases
• Someone who is located and willing to travel within the Philadelphia area

Preferred:

• Experience troubleshooting PayPal account restrictions or online banking setup
• Familiarity with KYC verification processes
• Prior experience in fintech or account management

Who We Are:

• We are a tech startup that conducts market research in a variety of domains, such as e-commerce, mobile games, online casinos and sportsbooks, with a focus on improving user experience and advertising.

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