Motion Recruitment Partners LLC

Client Boarding Specialist -Merchant Services

Charlotte Metro • Posted 6 days ago
Hybrid Contract Financial Services

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Client Onboarding- Payment/Merchant Services in Charlotte NC (Hybrid).


Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.


Client Onboarding Specialist – Payment/Merchant Services

Location, Charlotte NC Hybrid

Term: 12 months contract to hire


The Merchant Services Operations Group is seeking a Quality Control & Account Boarding Specialist to support onboarding operations, add locations, regulatory support, and contract management.


Required Skills & Experience

  • Experience in merchant services, payments, and client onboarding.

Ideal candidates will have:

  • High-touch, relationship-driven role — not transactional
  • Focus on merchant/payments + client-facing experience
  • Client facing - selling POS systems at banks or similar
  • Experience with merchant onboarding and account/product setup.
  • Understanding of credit card processing rails and merchant-facing operations.
  • Exposure to FIS / CyberSource is a plus
  • Ability to understand Level 3 data, chargeback processes, and client documentation (KYC).
  • High degree of professionalism with strong communication skills
  • Detail-oriented with excellent problem-solving and process improvement skills.
  • Ability to work under tight deadlines in a fast-paced environment.
  • Proficiency in Microsoft Office (Excel, Word, Outlook); experience with account boarding systems a plus.

What You Will Be Doing

  • Support our Merchant Services Onboarding team.
  • CRM Systems
  • Set up merchant payment gateways & invoicing solutions
  • Manage client relationships (internal + external)
  • Escalate issues when needed
  • Project & operations management
  • Work closely with internal teams: Treasury, Sales, Product
  • Help develop and implement the 100% QC process for location additions to improve accuracy and efficiency.
  • Monitor account boarding workflows and suggest process improvements to enhance speed and accuracy.


Key Responsibilities:

  • Team responsibilities:
  • Help merchants get paid via payment gateways or invoicing solutions.
  • Work with both internal teams (Treasury, Sales, product teams) and external third parties (FIS, CyberSource).
  • Role is heavy on client interaction
  • Communicate to peers to ensure understanding of errors and proper process for remediation
  • Monitor account boarding workflows and recommend process improvements to enhance speed and accuracy.
  • Work closely with leadership to provide updates on quality trends, escalations, and headcount discussions.


Why Join Us?

  • Fast-track hiring process – interviews happening immediately!
  • Manager is focused on hiring candidates to bring them on Full Time. (Contract-to-hire).
  • Opportunity to shape and improve account boarding processes within a leading Merchant Services Operations team.
  • Work closely with leadership in a high-visibility role.


Client Boarding Specialist -Merchant Services in Charlotte Metro at Motion Recruitment Partners LLC

This position is listed as contract and hybrid. It was posted 6 days ago.

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