Talent.com
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsHialeah, Florida, 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 • Hialeah, Florida, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Dynamics Enterprise Account Executive

Dynamics Enterprise Account Executive

VirtualVocationsTamarac, Florida, 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
Senior Employer Account Executive

Senior Employer Account Executive

VirtualVocationsPompano Beach, Florida, 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 Closure Specialist

Account Closure Specialist

VirtualVocationsTamarac, Florida, 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

VirtualVocationsDavie, Florida, 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
Cybersecurity Account Executive

Cybersecurity Account Executive

VirtualVocationsDavie, Florida, 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
Corporate Associate

Corporate Associate

5 LegalMiami, FL, US
serp_jobs.job_card.full_time
Named as one of the world's leading law firms by Chambers Global and top 100 AmLaw firm is seeking an associate to join their M&A and Private Equity Practice Group.Ideal candidates must hav...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Relationship Manager, Private Equity

Relationship Manager, Private Equity

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Relationship Manager for their Global Private Equity Practice.Key Responsibilities Build and support relationships with key Private Equity Partners Develop and impleme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Enterprise Client Success Manager

Enterprise Client Success Manager

VirtualVocationsMiami, Florida, United States
serp_jobs.job_card.full_time
A company is looking for an Enterprise Client Success Manager - Insurance.Key Responsibilities Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless exper...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Account Executive - AI

Senior Account Executive - AI

VirtualVocationsTamarac, Florida, 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
Account Executive, Ohio Licensed

Account Executive, Ohio Licensed

VirtualVocationsDavie, Florida, 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
  • serp_jobs.job_card.new
HR Service Representative

HR Service Representative

VirtualVocationsBoca Raton, Florida, United States
serp_jobs.job_card.full_time
A company is looking for an HR Service Center Representative - Junior.Key Responsibilities : Respond to employee inquiries regarding policies, procedures, and leaves of absence via phone, email, a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Workday Payroll Consultant

Workday Payroll Consultant

VirtualVocationsTamarac, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Workday Payroll Consultant (Mexico).Key Responsibilities Implement Workday Payroll technology solutions for clients with varying complexity Deliver high-quality Workda...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
High-Volume Recruiter

High-Volume Recruiter

VirtualVocationsTamarac, Florida, 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_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Corporate Services Recruiter

Corporate Services Recruiter

VirtualVocationsBoca Raton, Florida, 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
  • serp_jobs.job_card.new
DTC Retention Strategist

DTC Retention Strategist

VirtualVocationsBoca Raton, Florida, 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
  • serp_jobs.job_card.promoted
California Licensed Account Executive

California Licensed Account Executive

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
A company is looking for an Account Executive for Splunk Enterprise.Key Responsibilities Drive sales and revenue growth by managing customer relationships and identifying new business opportuniti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsDavie, Florida, United States
serp_jobs.job_card.full_time
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 Facilita...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Client Success Developer

Client Success Developer

VirtualVocationsHialeah, Florida, United States
serp_jobs.job_card.full_time
A company is looking for a Client Success Developer.Key Responsibilities Launch and support subscription brands, impacting millions of users Code, write unit tests, and collaborate with a team o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Account Executive, Michigan

Account Executive, Michigan

VirtualVocationsFort Lauderdale, Florida, United States
serp_jobs.job_card.full_time
A company is looking for an Account Executive, Majors.Key Responsibilities Develop and close new business or expand existing accounts within an assigned geographic territory Build and manage a s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Client Specialist III

Client Specialist III

Amerant BankMiami, FL, US
serp_jobs.job_card.full_time
The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days