Client Onboarding Specialist
Company: VirtualVocations
Location: Pasadena
Posted on: January 28, 2025
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Job Description:
A company is looking for a Client Onboarding Specialist to
assist with onboarding new client accounts and ensure an efficient
client experience.
Key Responsibilities
Support Advisor Teams with client paperwork and account setup for
new clients
Build strong relationships with Advisor Teams and manage client
onboarding communications
Document and implement best practices for continuous improvement in
the onboarding process
Required Qualifications
4-year college degree preferred
3+ years of industry experience
Proficient with Salesforce and Microsoft Office
Knowledge of financial terminology and products
Experience in relationship and change management
Keywords: VirtualVocations, Los Angeles , Client Onboarding Specialist, Other , Pasadena, California
Click
here to apply!
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