Talent.com
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsHayward, California, 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 • Hayward, California, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Client Success Manager / Senior Living

Client Success Manager / Senior Living

BrightSpring Health ServicesUnion City, CA, US
serp_jobs.job_card.full_time
Operations Management focuses on efficiently meeting the needs of our clients across various lines of business.If your passion is managing and developing staff to ensure quality care to help our cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Success Manager

Client Success Manager

TradeJobsWorkForce95131 San Jose, CA, 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
  • serp_jobs.job_card.promoted
Client Advisor, San Jose

Client Advisor, San Jose

ZimmermannSan Jose, CA, United States
serp_jobs.job_card.full_time
This iconic Australian brand has stayed true to its original vision : sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Partner

Client Partner

Meta PlatformsMenlo Park, CA, US
serp_jobs.job_card.full_time
Meta is seeking an ambitious, customer centric and relationship-obsessed Client Partner with a passion for strategic planning, operational rigor, and a track record of exemplary execution.The Clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
SAINT LAURENT Client Advisor Valley Fair

SAINT LAURENT Client Advisor Valley Fair

KeringSanta Clara, CA, US
serp_jobs.job_card.full_time
About Saint Laurent : Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prt porter in a 1966 collection called 'Rive Gauche', synonymous with youth ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
  • serp_jobs.job_card.promoted
Client Success Manager

Client Success Manager

IntappPalo Alto, CA, US
serp_jobs.job_card.full_time
Client Success Manager - DealCloud For Legal.The Client Success Manager works in collaboration with the DealCloud business unit, industry, product, and account management teams to engage with stake...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
SAINT LAURENT Client Advisor Valley Fair

SAINT LAURENT Client Advisor Valley Fair

Saint LaurentSanta Clara, CA, US
serp_jobs.job_card.full_time
About Saint Laurent : Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prt porter in a 1966 collection called 'Rive Gauche', synonymous with youth ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
  • serp_jobs.job_card.promoted
Client Advisor- Walnut Creek, CA

Client Advisor- Walnut Creek, CA

Tiffany & Co.Walnut Creek, CA, US
serp_jobs.job_card.full_time
We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
People Business Partner

People Business Partner

NutanixSan Jose, CA, US
serp_jobs.job_card.full_time
Hungry, Humble, Honest, With Heart.Are you a People Business Partner with a strong business acumen, a passion for driving organizational development, and proven success in partnering with a Marketi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Advisor, San Jose (San Jose)

Client Advisor, San Jose (San Jose)

ZimmermannSan Jose, CA, US
serp_jobs.job_card.part_time
This iconic Australian brand has stayed true to its original vision : sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Client Success Manager

Senior Client Success Manager

Smith.aiLos Altos, CA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Through a powerful combination of AI and live agents, we deliver 24 / 7 receptionist and chat services that convert leads, delight customers, and protect time for SMB business owners and operators.We...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Job Account Executive

Job Account Executive

One WorkplaceSanta Clara, CA, US
serp_jobs.job_card.full_time
We believe that people with a purpose need great spaces to perform their best work.We think big but work small, innovate through relentless curiosity, and treat each other and our clients like fa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Advisor- San Jose

Client Advisor- San Jose

Tiffany & Co.San Jose, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Manager Employee Benefits

Client Manager Employee Benefits

Marsh McLennanWalnut Creek, CA, US
serp_jobs.job_card.full_time
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Job Account Leader

Job Account Leader

RWSCupertino, CA, US
serp_jobs.job_card.full_time
Reporting to the VP, Strategic Accounts Unit, this position is focused on managing some of the large accounts we have, build relationships with our client stakeholders (current and new), identify n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Representative, Human Resources

Representative, Human Resources

Ross StoresDublin, CA, US
serp_jobs.job_card.full_time
Human Resources Representative.Our values start with our people, join a team that values you!.Bring your talents to Ross, our leading off-price retail chain with over 2,200 stores, and a strong tra...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
  • serp_jobs.job_card.promoted
Client Advisor, San Francisco

Client Advisor, San Francisco

ZimmermannSunnyvale, CA, US
serp_jobs.job_card.full_time
This iconic Australian brand has stayed true to its original vision : sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Sales Compensation Partner

Sales Compensation Partner

xAIPalo Alto, CA, US
serp_jobs.job_card.full_time
AI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excelle...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Jaeger Le-Coultre Client Advisor

Jaeger Le-Coultre Client Advisor

Jaeger Le-CoultreSanta Clara, CA, US
serp_jobs.job_card.full_time
The Jaeger Le-Coultre Client Advisor is responsible for delivering stellar client experience and for achieving his / her personal sales targets as well as those of the boutique.He / she needs to act as...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Contemporary Client Advisor - Palo Alto

Contemporary Client Advisor - Palo Alto

Neiman MarcusPalo Alto, CA, US
serp_jobs.job_card.full_time
Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Bel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30