Client Onboarding Specialist - Financial Services
Russell Tobin
A leading financial services firm is seeking an Analyst for their Client Operations team in Saratoga Springs, NY. The role involves managing the client onboarding process, acting as a liaison among various internal teams, and ensuring compliance with regulatory requirements. Candidates should possess strong communication and organizational skills, preferably with 1-3 years of experience in client service within finance. This is an entry-level position offering a full-time opportunity with a competitive pay rate. #J-18808-Ljbffr Russell Tobin
- ...perfect position for you! The Customer Service Representative position provides... ...coworkers in the office and communicate with clients. We also have various shifts available.... ...Ohio, to one of the largest insurance and financial services companies in the world. Today...SuggestedWork at officeShift work
$56.66k - $83.29k
...NY HELP Yes Agency Financial Services, Department of Title Human Resources Specialist 1, SG-18 (Recruitment) Occupational Category Other Professional Careers Salary Grade 18 Bargaining Unit M/C - Managerial/Confidential (Unrepresented) Salary Range From...SuggestedPermanent employmentFull timeTraineeshipWork at officeLocal areaRemote work$58k - $72k
A major financial services firm is seeking a Client Associate in Albany, NY, to enhance client relationships. You will manage client information, support client service issues, and prepare reports. The ideal candidate has 3-5 years of experience in client service, preferably...Suggested$76k - $90k
AmTrust Financial Services Inc. is seeking a Senior Underwriter who will administer underwriting and service renewal accounts. The right candidate will have a strong understanding of underwriting principles and excellent relationship management skills. Responsibilities...Suggested$20 - $26 per hour
...you will generate the kind of exceptional service that will help increase the growth of... ...you will be the key point of contact for clients, helping them understand their insurance... ...help customers with their insurance and financial services needs, including Auto Insurance...SuggestedHourly payFor contractorsWork at office- ***Required Qualifications*** It is required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an in-house Accounting/Middle-Office Finance role (looking for a career change into recruiting...Full timeWork at officeRemote work
$75k - $110k
...re growing our Upstate New York presence fast. We deliver talent that drives operational excellence, reduces turnover, and fuels client growth across the region. If you thrive in a fast-paced, metrics-driven environment where your hustle directly translates to high...Second jobLive inImmediate startShift work$52k - $72.8k
...the recruitment process for our strategic client partnerships. You will act as a vital... ...one logistics, and coordinating real-time onboarding activities on the production/... ...broader team on special projects to enhance service delivery. Executing recruitment plans...Hourly payFor contractorsWork experience placementLocal areaFlexible hours- ...You Driven & Ambitious? We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams...For contractorsWork at office
$45k - $60k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...in Schenectady, NY and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractorsWork at officeFlexible hours$18 - $20 per hour
...Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...Hourly payFor contractorsWork at officeFlexible hours$50k
...maintain relationships with industry contacts to gain knowledge and generate referrals and sales leads Perform various customer service related activities Give back to your community by volunteering and partnering with various philanthropic organizations Let's...Hourly payTraineeshipWork at office$18.46 per hour
...Position Type Full Time Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service) Minimum USD $18.46/Hr. Maximum USD $23.08/Hr. Summary Recruiter At our Company, we grow People...Full timePart timeWork at office$24 - $27 per hour
...Onboarding Specialist (Req 101074) Albany, NY ( Apply Description GENERAL RESPONSIBILITIES... ...both internal and external customer service. Understands and is able to effectively... ...compliance, corporate compliance and client confidentiality. Ensures and/or...Hourly payWork at officeLocal area$55 - $75 per hour
...LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting... ...can help us deliver exceptional client service. For more information, visit SolomonEdwards Supplier Onboarding& Operations Duration: starting...Hourly payContract workImmediate startRemote work$68k
...sciences consultants and more than 4,500 clients across the U.S., Canada, Asia, and... ...degree preferred Experience in customer service, leadership, or sales a plus Experience... ...nonprofit organizations and provides additional financial support through our Employee/Office...Hourly payFull timeTraineeshipWork at office- ...operational backbone of the talent acquisition function, coordinating pre-employment activities including background checks, drug screens, onboarding documentation, and new hire readiness, while also supporting interview scheduling, candidate communications, reporting, and...
$40k - $50k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...in Clifton Park, NY and help customers with their insurance and financial services needs, including: Auto insurance Home insurance...For contractorsWork at office- ...of mortgage loan data. The ideal candidate will have strong organizational skills and the ability to communicate effectively with clients and other departments. The role involves ensuring timely completion of loan boarding, confirming wires, maintaining reports, and assisting...Flexible hours
$45k - $48k
A New York State governmental office is seeking a highly organized HR professional to oversee onboarding, recruiting, and payroll processes. This role involves coordinating interviews, processing travel vouchers, and maintaining accuracy in personnel files. The ideal candidate...Work at office$47.5k - $52.5k
...Position Title: Client Service Specialist- Commercial Lines Location: Hybrid Latham Office - Latham, NY 12110 Salary Range: $47,50... ...interactions regarding coverage and exposures. Perform financial duties as directed by management. Qualifications...Hourly payWork at office- ...You Driven & Ambitious? We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams...For contractorsWork at office
$20 - $22.69 per hour
Broadview group is seeking a Loan Boarding Specialist in Albany, NY to manage the onboarding of loans onto the Credit Union's platforms. Responsibilities... ...The ideal candidate has at least one year of mortgage servicing experience, a high school diploma, and proficiency...Hourly pay$46.95k - $65.73k
Albany Med Health System seeks an Access Service Specialist in Albany, NY. The role includes registering patients, securing authorizations for services, and training new team members. Candidates should have a High School Diploma with 3-5 years of relevant experience in...$62.35k
...for a variety of moderately complex, complex, and specialized clients—partners with clients to define strategic objectives and hiring... ...managers to understand clients’ specialized needs better, maximize service level and encourage relationship building. Maintains records...Full timeTemporary workWork at officeLocal area$62.35k
...tasks include analyzing hiring needs, developing strategies, conducting interviews, and building relationships with candidates and clients. The ideal candidate will have a high school diploma and 1-3 years of recruiting experience. This full-time position offers a salary...Full time$80k - $110k
...Talent Acquisition Specialist /Recruiter For more than 100 years, Reimer Home Services has been the trusted name in HVAC, plumbing, and electrical services across... ...with HR and hiring managers to support smooth onboarding for new hires What You Bring Bachelor...Full timeWork at office- ...passionate about connecting top talent with impactful opportunities? Join our dynamic Global Recruiting Team as a Talent Acquisition Specialist (Contractor) and contribute to the growth and innovation of one of the most exciting organizations in the Biotech/Pharma industry...Full timeContract workTemporary workFor contractors
- ...US as needed for interviews, career fairs, recruiting events, onboarding of new hires, etc. Assist in the coordination and process... ...families take control of their energy costs and take back their financial freedom. We help the people we serve save money and make...Local area
$47.5k - $52.5k
...Position Title: Client Service Specialist- Employee Benefits Location: Hybrid Latham Office - Latham, NY 12110 Salary Range: $47,500.00 - $52,500.00 Hourly Description: Apply Client Service Specialist Why Join Marshall+Sterling? As...Hourly payWork at office
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