Remote Wealth Management Client Onboarding Specialist
$65k - $80kOakwell Private Wealth Management LLC
Oakwell Private Wealth Management LLC is looking for a Fully Remote Client Service Onboarding Specialist to enhance client relationships through comprehensive financial planning. This remote role requires at least 3 years of experience in wealth management and offers a competitive salary ranging from $65K to $80K plus bonuses. Responsibilities include onboarding new clients, responding to requests with accuracy, and maintaining client data. The company fosters a collaborative environment and values employee input for continuous improvement. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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