Client Onboarding SpecialistVirtualVocations • Kissimmee, Florida, United States
Client Onboarding Specialist
VirtualVocations • Kissimmee, Florida, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Client Onboarding Specialist to assist with onboarding new client accounts and business.
Key Responsibilities
Support Advisor Teams in completing client paperwork and account setup for efficient onboarding
Build and maintain relationships with Advisor Teams and communicate effectively to resolve client issues
Document and implement best practices for onboarding processes to enhance efficiency and client satisfaction
Required Qualifications
4-year college degree preferred
3+ years of industry experience
Proficient with Microsoft Office
Experience with Charles Schwab Advisor Center and / or Fidelity Wealthscape is preferred
Understanding of financial terminology and products
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Onboarding Specialist • Kissimmee, Florida, United States
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