Talent.com
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsBirmingham, Alabama, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

A company is looking for a Senior Client Onboarding Specialist to manage the onboarding process for investment clients and Financial Advisors in a remote environment.

Key Responsibilities

Facilitate client onboarding calls and assist high net worth clients with necessary documentation

Handle account opening, transfers, and cash management functions

Perform daily reviews of outstanding work to ensure timely processing and positive customer experience

Required Qualifications

High school diploma or GED required; Bachelor's degree preferred

Minimum 2 years of experience in financial services operations or customer service

Comprehensive understanding of investment products and client service functions

Proficiency with Salesforce and other digital tools in a remote environment

serp_jobs.job_alerts.create_a_job

Onboarding Specialist • Birmingham, Alabama, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
PayPal Risk Operations Associate

PayPal Risk Operations Associate

TradeJobsWorkforce35135 Riverside, AL, US
serp_jobs.job_card.full_time
An exciting opportunity awaits for a PayPal Risk Operations Associate to perform daily responsibilities with dedication.Provide excellent interactions with customers and colleagues.Stay adaptable i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Analyst, Strategic Planning

Senior Analyst, Strategic Planning

Encompass HealthPell City, AL, US
serp_jobs.job_card.full_time +1
Join us on the heart-warming journey with a team that is a top leader in the rehabilitation industry.Encompass Health is the leader in inpatient rehabilitation industry, youll feel the Encompass He...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Regional Senior PFS Specialist

Regional Senior PFS Specialist

ADDICTION AND MENTAL HEALTH SERVICES, LLCBirmingham, AL, US
serp_jobs.job_card.full_time
Job Title : Regional Senior PFS Specialist.Director of Patient Financial Services.Hybrid (Remote + Onsite Travel ~25%).The Regional Senior PFS Specialist serves as a key support resource to the Dire...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Service Coordinator, P&C Programs2720 3rd Avenue South Suite 100, Birmingham, AL 35233

Client Service Coordinator, P&C Programs2720 3rd Avenue South Suite 100, Birmingham, AL 35233

EPIC BrokersBirmingham, AL, US
serp_jobs.job_card.full_time
Client Service Coordinator, P&C Programs.The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique ne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Care Advocate

Client Care Advocate

Perpetual Labor Sourcing LLCBirmingham, AL, USA
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Job Posting : Client Care Advocate.United Trades of America is a leading labor contractor specializing in skilled trades. We provide high-quality skilled tradesmen to supplement our.Our commitment to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Sr. Advisor Consultant, Highland Capital Brokerage

Sr. Advisor Consultant, Highland Capital Brokerage

OsaicBirmingham, AL, US
serp_jobs.job_card.full_time
Sales & Operations Opportunity in Insurance Industry.Advisor Consultant, Highland Capital Brokerage.Location(s) : All Locations / Remote. Suite 500, Birmingham, AL 35243.Windy Ridge Parkway, Atlanta, G...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Business Continuity Specialist Senior

Business Continuity Specialist Senior

PNCBirmingham, AL, US
serp_jobs.job_card.full_time +1
Business Continuity Specialist Senior.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Service Team

Service Team

Panda Restaurant GroupHoover, AL, US
serp_jobs.job_card.full_time
Join us as a Service Team Associate.We’re looking for friendly team players to create a warm environment for our guests and provide great service for our guests. Thrive in a safe and supportive work...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
AR Account Follow-Up Specialist - Alabama Oncology

AR Account Follow-Up Specialist - Alabama Oncology

Alabama OncologyBirmingham, AL, US
serp_jobs.job_card.full_time
AR Account Follow-Up Specialist.Under general supervision, an AR Account Follow-Up Specialist is responsible for account follow-up for all assigned accounts, resolving billing problems and answerin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Manager, P&C Programs2720 3rd Avenue South Suite 100, Birmingham, AL 35233

Client Manager, P&C Programs2720 3rd Avenue South Suite 100, Birmingham, AL 35233

EPIC BrokersBirmingham, AL, US
serp_jobs.job_card.full_time
The ESPI Programs Division at EPIC Insurance Brokers & Consultants is dedicated to delivering specialized insurance solutions tailored to meet the unique needs of our clients.This division focuses ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Travel Physical Therapist

Travel Physical Therapist

CompHealth Inc.Sylacauga, AL, US
serp_jobs.job_card.permanent
Physical Therapist for a travel job in Sylacauga, Alabama.Job Description & Requirements.Some locum assignments can be as short as a day, others, years. Some are far from home, others are local....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Priority Banker (Onsite / Hoover, AL)

Priority Banker (Onsite / Hoover, AL)

Regions FinancialBirmingham, AL, US
serp_jobs.job_card.full_time
Contact Center Priority Banker.At Regions, the Contact Center Priority Banker provides full-service banking to affluent clients through appropriate advice, guidance, and education on Regions' finan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Physical therapist

Physical therapist

Encompass HealthForestdale, AL, United States
serp_jobs.job_card.full_time +1
Full Time Opportunity Available PRN Opportunities Available Weekdays 7 : 45a-4 : 30p 1 Saturday per month 1 Summer holiday, 1 Winter holiday Physical Therapist Career Opportunity Join a Team...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Client Support Associate

Client Support Associate

Jackson HewittGardendale, AL, US
serp_jobs.job_card.full_time +1
Seasonal Client Support Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Oncology Account Specialist (Lung) Birmingham, AL

Oncology Account Specialist (Lung) Birmingham, AL

AstraZenecaBirmingham, AL, US
serp_jobs.job_card.full_time
Oncology Account Specialist (OAS) - Birmingham Market.Ready to make a difference in the lives of patients with Lung cancer? As an Oncology Account Specialist (OAS) in Birmingham market for the Lung...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
WFH Client Enrollment Specialist Insurance Sales

WFH Client Enrollment Specialist Insurance Sales

AO Globe Life - Rachel EichingerBessemer, AL, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
AO | Globe Life Location : 100% Remote (U.Full-Time Compensation : Commission-Based | Vested Renewals | Bonuses About the Role AO Globe Life is actively hiring Remote Client Support Specialists to he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce35135 Riverside, AL, US
serp_jobs.job_card.full_time
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
SBA Closing Specialist- CBG Operations (Remote Opportunity)

SBA Closing Specialist- CBG Operations (Remote Opportunity)

Regions FinancialBirmingham, AL, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time
At Regions, the SBA Closing Specialist is responsible for managing the loan processing / closing process, from loan approval through booking and funding for SBA 7 (a), Express, and 504 government gua...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Teller - Alabaster

Teller - Alabaster

PNCAlabaster, AL, US
serp_jobs.job_card.full_time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Success Manager

Client Success Manager

TradeJobsWorkForce35135 Riverside, AL, US
serp_jobs.job_card.full_time
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30