Talent.com
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsNewark, New Jersey, 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 • Newark, New Jersey, United States

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Client Success Manager

Client Success Manager

VirtualVocationsNewark, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Client Success Manager - US Remote.Key Responsibilities Deliver outstanding customer support across all products and services in the USA and Canada Manage onboarding, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Success Developer

Client Success Developer

VirtualVocationsNewark, New Jersey, 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_1_day
  • serp_jobs.job_card.promoted
Client Success Lead

Client Success Lead

TandemNew York, NY, US
serp_jobs.job_card.full_time
Tandem is a generational opportunity to rethink how we bring new therapies to market, and our path to doing so is significantly de-risked we have : . We have product-market fit and are growing rapidl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Senior Client Manager, Employee Benefits - Iselin, NJ

Senior Client Manager, Employee Benefits - Iselin, NJ

World Insurance Associates, LLC.Iselin, NJ, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Regional Client Success Lead

Regional Client Success Lead

VirtualVocationsHamilton, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Regional Client Success Lead to support client relationship management for regional accounts.Key Responsibilities Develop and maintain strong client relationships to su...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Customer Success Specialist

Senior Customer Success Specialist

VirtualVocationsPaterson, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Customer Success Specialist responsible for managing client incentive and recognition programs. Key Responsibilities Ensure smooth operation of client programs an...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
Prime Services, Prime Brokerage, Client Onboarding and Transitioning - Analyst / Associate

Prime Services, Prime Brokerage, Client Onboarding and Transitioning - Analyst / Associate

Jefferies Financial GroupNew York, NY, US
serp_jobs.job_card.full_time
This is the main job post content.The job title and description are provided above.If no job description is available, only the job title is printed.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Client Onboarding Specialist

Senior Client Onboarding Specialist

VirtualVocationsBrooklyn, 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_1_day
  • serp_jobs.job_card.promoted
Senior Client Success Manager

Senior Client Success Manager

VirtualVocationsHamilton, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Client Success Manager.Key Responsibilities Cultivate relationships with C-Level leaders and business counterparts to ensure strategic alignment and effective sa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Account Executive, Majors

Account Executive, Majors

VirtualVocationsHamilton, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for an Account Executive, Majors.Key Responsibilities Build relationships with key internal and customer stakeholders, including c-suite decision-makers Create a long-term a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Client Success Lead

Client Success Lead

VirtualVocationsHamilton, New Jersey, United States
serp_jobs.job_card.full_time
A company is looking for a Regional Client Success Lead to manage client relationships and drive client satisfaction.Key Responsibilities Develop and maintain strong client relationships to suppo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Corporate Services Recruiter

Corporate Services Recruiter

VirtualVocationsElizabeth, New Jersey, 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_1_day
  • serp_jobs.job_card.promoted
Enterprise Client Success Manager

Enterprise Client Success Manager

VirtualVocationsPaterson, New Jersey, 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_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Retention Account Executive

Retention Account Executive

EchoStarRoseland, NJ, United States
serp_jobs.job_card.full_time
Summary Non-Negotiable Base Pay : $20.Uncapped Commission 1st Year On-Target Earnings : $68,000.Paid full-time training provided! This role is on-site at 3 ADP Boulevard, Roseland, New Jersey 07068...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Client Success Consultant

Client Success Consultant

TransUnionNew York, NY, US
serp_jobs.job_card.full_time
We are seeking a Client Success Consultant within the Global Fraud Solutions (GFS) team, as part of TransUnion's Global Solutions organization. This role will play a pivotal role in ensuring our Fra...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Retention Account Executive

Retention Account Executive

EchostarRoseland, NJ, United States
serp_jobs.job_card.full_time
Summary Non-Negotiable Base Pay : $20.Uncapped Commission 1st Year On-Target Earnings : $68,000.Paid full-time training provided! This role is on-site at 3 ADP Boulevard, Roseland, New Jersey 07068...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
Senior Client Manager, Employee Benefits - Iselin, NJ

Senior Client Manager, Employee Benefits - Iselin, NJ

World InsuranceIselin, NJ, US
serp_jobs.job_card.full_time
World Insurance Mid-Large Market Client Manager.World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Private Client Placement Specialist

Private Client Placement Specialist

EPIC BrokersJersey City, NJ, US
serp_jobs.job_card.full_time
Private Client Placement Specialist.The Private Client Placement Specialist works as part of the risk assessment and placement team that supports sales and account management within Private Client....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Success Specialist

Client Success Specialist

Metergy SolutionsNew York, NY, US
serp_jobs.job_card.full_time
The Client Success Specialist will be an integral part in maintaining strong ongoing relationships with our clients by quickly and thoughtfully responding to inquiries, requests and tasks.Growing i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30