Talent.com
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsEvansville, Indiana, United States
job_description.job_card.variable_hours_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 • Evansville, Indiana, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Corporate Services Recruiter

Corporate Services Recruiter

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Corporate Services Recruiter.Key Responsibilities Partner with senior leaders to create forward-looking hiring plans aligned with business goals Develop candidate gene...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
High-Volume Recruiter

High-Volume Recruiter

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a High-Volume Recruiter to manage the recruitment of blue-collar workers.Key Responsibilities Create new recruiting strategies Manage a recruiting pipeline of candidates...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Senior Account Executive - AI

Senior Account Executive - AI

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Account Executive - AI, Digital & Orchestration.Key Responsibilities Partner with core account executives and sales management on territory and account planning,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Client Engagement Associate

Client Engagement Associate

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Client Engagement Associate to support the operations and delivery of blended learning programs for Enterprise clients. Key Responsibilities Manage the delivery of blend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Enrollment Eligibility Representative

Enrollment Eligibility Representative

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for an Enrollment - Eligibility Representative.Key Responsibilities Research benefits, eligibility, and site of care for Medicare Part B members Communicate with doctor's of...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Lead Compensation Analyst

Lead Compensation Analyst

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Compensation Analyst who will play a critical role in shaping and maintaining the organization's compensation programs. Key Responsibilities : Evaluate job roles and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Account Closure Specialist

Account Closure Specialist

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Specialist I, Closures.Key Responsibilities Ensure timely return of inventory to clients using appropriate codes Review account history for accuracy and calculate nece...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Financial Clearance Representative

Financial Clearance Representative

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Clearance Representative (AR) to manage pre-service insurance reviews for healthcare clients. Key Responsibilities Manage inquiries and concerns related to ins...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Operations Specialist

Client Operations Specialist

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Client Operations Specialist to provide operational support for advertising campaigns.Key Responsibilities Proactively manage operational activities and support Commerc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Contract Talent Acquisition Partner

Contract Talent Acquisition Partner

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Contract Talent Acquisition Partner to support corporate recruiting efforts.Key Responsibilities Manage full-cycle recruiting processes, including sourcing, screening, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Remote Customer Success Trainer

Remote Customer Success Trainer

VirtualVocationsEvansville, Indiana, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
A company is looking for a CSC Trainer to empower teams and drive business success through impactful training.Key Responsibilities Develop, implement, and facilitate training programs for the Cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Employer Account Executive

Senior Employer Account Executive

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
Employer Account Executive to manage relationships with large employer accounts and optimize pharmacy spending.Key Responsibilities Develop and maintain relationships with account and pharmacy te...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Account Executive, Ohio Licensed

Account Executive, Ohio Licensed

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for an Account Executive, Enterprise Content Services.Key Responsibilities Identify potential areas of opportunity for customers and provide innovative solutions Lead and ef...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Cybersecurity Account Executive

Cybersecurity Account Executive

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for an Account Executive.Key Responsibilities Sell the Managed Detection and Response (MDR) platform to help businesses defend against cyber threats Manage and grow existing...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Variable Compensation Analyst

Variable Compensation Analyst

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Variable Compensation Analyst who will analyze, administer, and maintain compensation programs. Key Responsibilities Partner with business leaders to execute and adminis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Lead Benefits Analyst

Lead Benefits Analyst

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Lead Benefits & Leave Analyst - 100% Remote.Key Responsibilities Analyzes and develops policies for various employee benefit programs and ensures compliance with regula...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Dynamics Enterprise Account Executive

Dynamics Enterprise Account Executive

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a Dynamics Enterprise Account Executive specializing in Microsoft Dynamics 365 Finance and Supply Chain and Customer Engagement solutions. Key Responsibilities Lead and ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
DTC Retention Strategist

DTC Retention Strategist

VirtualVocationsEvansville, Indiana, United States
serp_jobs.job_card.full_time
A company is looking for a DTC Retention Manager / Account Strategist (using Klaviyo).Key Responsibilities Serve as the main strategic point of contact for 15+ retained brands and lead client cal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours