Talent.com
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsStaten Island, New York, United States
job_description.job_card.variable_days_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 • Staten Island, New York, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Customer Onboarding Specialist

Customer Onboarding Specialist

VirtualVocationsBrooklyn, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Customer Onboarding Specialist I to manage the onboarding process for new Employee Benefits customers. Key Responsibilities Gathering and submitting sold case informatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Booking Specialist

Client Booking Specialist

VirtualVocationsPaterson, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Specialist I, New Client Booking.Key Responsibilities Handle inbound calls from prospective clients, assessing their needs and matching them with suitable providers Gu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsYonkers, New York, 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_days
  • serp_jobs.job_card.promoted
Senior Client Management Manager

Senior Client Management Manager

VirtualVocationsJamaica, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Manager-Client Management.Key Responsibilities Drive profitable charge volume and revenue growth through business development and relationship management Devise...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Services Associate

Client Services Associate

VirtualVocationsFlushing, New York, United States
serp_jobs.job_card.full_time
A company is looking for a Client Services Associate (Remote).Key Responsibilities Triage and answer inbound communication via phone, chat, e-fax, email, and portal messages Provide ordering sup...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Onboarding Ambassador

Client Onboarding Ambassador

Phillip JeffriesFairfield, NJ, US
serp_jobs.job_card.full_time
At Phillip Jeffries, every relationship begins with a thoughtful first impression.We're looking for a Client Onboarding Ambassador who's ready to make that moment count. As our new Client Onboarding...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Account Manager

Account Manager

Worxweb SolutionsRed Bank, null, US, 07701
serp_jobs.job_card.full_time
Find a Career You Can Grow in for the Long Run.Worxweb Solutions is proud to partner with a rapidly growing financial services firm to present an exciting opportunity for experienced professionals ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Services Tech 1

Client Services Tech 1

Pace Analytical ServicesEnglewood, Ohio, United States of America
serp_jobs.job_card.full_time
Monday through Friday, 8 : 00 AM - 5 : 00 PM.Are you ready to work making the world a safer, healthier place? Join our mission to continuously move science forward. to innovate and advance all aspects ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Client Escalations Specialist

Client Escalations Specialist

VirtualVocationsElizabeth, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Client Escalations Specialist to ensure the resolution of client issues and enhance operational excellence. Key Responsibilities Act as the primary contact for upper-lev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Client Partner Sales

Senior Client Partner Sales

VerizonNew York, NY, United States
serp_jobs.job_card.full_time +1
A place to share your ideas freely - even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Senior Client Success Lead

Senior Client Success Lead

VirtualVocationsElizabeth, New Jersey, United States
serp_jobs.job_card.full_time
Client Success Lead (Global Enterprise Partnerships).Key Responsibilities Manage a portfolio of enterprise clients, ensuring high-quality service delivery and relationship management Coordinate ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Client Implementation Specialist

Senior Client Implementation Specialist

ArchNew York, NY, US
serp_jobs.job_card.full_time
Senior Client Implementation Specialist.We are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value clients.You will own the end-to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Senior Associate, Client Services

Senior Associate, Client Services

VirtualVocationsNewark, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Associate, CSA-3.Key Responsibilities Provide clients with account statements, balance inquiries, and various banking documents Facilitate account maintenance, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Senior Contact Center Specialist

Senior Contact Center Specialist

VirtualVocationsNewark, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Contact Center Specialist, Senior.Key Responsibilities Serve as the first line of contact for patients, addressing inquiries related to scheduling, registration, and bi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Global Markets Client Onboarder

Global Markets Client Onboarder

Bank of AmericaNew York, NY, US
serp_jobs.job_card.full_time
Bank Of America Job Opportunity.At Bank Of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Director, Client Onboarding

Director, Client Onboarding

Apex Fintech SolutionsNew York, NY, US
serp_jobs.job_card.full_time
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Advisor, Contact Center (Temp to Perm)

Client Advisor, Contact Center (Temp to Perm)

Tiffany & CoParsippany, NJ, US
serp_jobs.job_card.temporary
Based in our Client Contact Center in Parsippany, NJ, the Seasonal Client Advisor holds the critical position of supporting Tiffany clients who choose to contact the team for support and advice.The...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Onboarding Specialist

Onboarding Specialist

SecurityScorecardNew York, NY, US
serp_jobs.job_card.full_time
SecurityScorecard is the global leader in cybersecurity ratings, with over 12 million companies continuously rated, operating in 64 countries. Founded in 2013 by security and risk experts Dr.Alex Ya...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Onboarding Consultant

Onboarding Consultant

VirtualVocationsNew York, New York, United States
serp_jobs.job_card.full_time
A company is looking for an Onboarding Consultant to lead client implementations of software solutions for nonprofit organizations. Key Responsibilities Design and implement customized software so...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Provider Escalation Senior Associate

Provider Escalation Senior Associate

VirtualVocationsNewark, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Provider Escalation & Education Senior Associate.Key Responsibilities Act as a point of contact for escalated issues, providing expertise and guidance Support developm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days