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(1). To proactively address an issue which is identified as potentially dangerous to the firm or a client relationship. The term is often used when trying to quietly clean up an error before the client notices anything is wrong.
(1). To open accounts for a new client, usually involving long, unexplained delays, endless, intrusive paperwork and little to no satisfaction once complete.
“Yeah, so we’re looking to onboard the Hanson accounts sometime next week. Just need them to provide blood and hair samples and we should be all set.”
(1). A task yet to be completed. The term is usually used to suggest the task’s completion is a high priority (see sense of urgency), when in actuality, it can likely be completed at any time.
“Alright everybody, we’ve got a lot of action items to move on for this client before our next meeting.”
