Client Services & Onboarding Specialist
Focus Partners Wealth
SCS Financial is seeking an Associate for the Client Service Solutions team in Boston, MA or Portsmouth, NH. You will support client relationships, maintain client data, handle cashiering and money movements, and help drive firmwide support functions. The ideal candidate is organized, detail-oriented, energetic, and a strong communicator with a proactive mindset. 1+ year in financial services operations is preferred; Bachelor's degree required. #J-18808-Ljbffr Focus Partners Wealth
$60.7k - $100.1k
## Client Onboarding SpecalistApplylocations: Chicago, ILtime type: Full timeposted on: Posted... ...in innovative wealth management, asset servicing, asset management and banking services... ...curious Client Onboarding Specialist to join our team.**Core Responsibilities...SuggestedH1bWorldwideFlexible hours- ...Summary Under moderate supervision, the Business Solutions Client Onboarding Specialist I manages the initial relationship and onboarding of new... ...and Experience Two years of experience performing customer service Knowledgeable in Word, Excel, and PowerPoint Good typing and...SuggestedFull timeWork at officeLocal areaAfternoon shift
- LegalShield in Ada, KY, is seeking an onboarding specialist to manage initial client relationships and group onboarding for employee benefit programs. You will ensure customer satisfaction and high-quality execution of onboarding tasks while coordinating with internal...Suggested
- OnTrac is hiring a Customer Integration Associate to help onboard customers into company systems, coordinate setup activities, manage timelines, and document requirements. This role works with internal teams to resolve onboarding issues and ensure a smooth transition from...SuggestedRemote job
- ...Support SpecialistThe community support specialist is responsible for coordinating care and... ...addressing case management needs of adolescent clients and their families including access to... ..., entitlements, medical and psychiatric services, housing, socialization, and other...SuggestedFull timeTrial period
$19.82 - $26.16 per hour
About this Opportunity As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives and clients. As we continue to evolve and live our Orion values, we are looking for someone to...Work at office3 days per week$70k - $75k
## Client Service SpecialistApplyremote type: Partially Remotelocations: Santa Rosa, Californiatime type: Full timeposted on: Posted 3 Days... ...Summary:**Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates...Work at officeRemote work2 days per week- ...Raymond James is seeking a Client Administrative Support Associate in Saint Petersburg, FL to support the RIA & Custody Services division. The role focuses on onboarding/offboarding, client data maintenance, billing support, and reporting, with emphasis on accuracy, compliance...
- ...Orion Advisor Technology is seeking a Service Team Specialist who will act as the first point of contact for clients and investment representatives. The role involves processing daily work, ensuring accuracy, and meeting business objectives. Candidates should have experience...
- HomeWell Care Services, Inc. is seeking an HR Coordinator II to manage recruiting, onboarding, and ongoing caregiver support to meet client census and service hours. This role handles employee relations, file management, training documentation, performance reviews, and...Part timeWork at office
- Fm Bank is seeking a Talent Acquisition Specialist to support the HR function in recruitment, onboarding, and talent strategy alignment. The role focuses on managing the full cycle recruiting process and enhancing candidate experiences while ensuring compliance with regulations...
- ...Onsite Training Specialist We are seeking an Onsite Training Specialist with hands-on athenaOne... ...Support new practice implementations, onboarding, and workflow adoption. Train staff... ..., check-in/check-out, and point-of-service collections. Educate teams on revenue...Temporary workWork at officeLocal area
$19.71 - $32.21 per hour
...Client Service Specialist, Small Business Unit Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves...Work at officeLocal area- Symbia Logistics LLC in Bolingbrook, IL seeks a Client Services Representative to be the main liaison between clients and Operations. You will manage order changes, backorders, inventory, and shipment issues, entering orders into our system and preparing client activity...
- Opensity Solutions in Palo Alto, CA seeks a FAST Service Specialist to provide mail, copy, reception, hospitality, and facilities support across accounts in the local market. This full-time, client-facing role emphasizes reliability, accuracy, and a proactive service mindset...Full timeLocal area
- Bath Planet is seeking a Call Center Office Representative to support inbound and outbound calls, scheduling, data entry, and client coordination. The role involves showroom interactions, product knowledge, and CRM updates as part of daily administrative tasks. Ideal candidates...Work at office
$25k
...its legacy as a leader in the financial services space. Founded on the philosophy of a better... .... Who You Are You are a motivated Client Services professional who is passionate... ...client experience. As a Client Services Specialist, you excel at multitasking, pipeline management...Work experience placementMonday to FridayWeekend work- University of Georgia is seeking a Large Animal Client Services Coordinator to provide professional client service and administrative support at the Large Animal Teaching Hospital. You will check in clients, schedule appointments, verify ownership and billing, manage records...
$55k - $65k
...pre-owned vehicle sales and leasing, while delivering top-tier service across sales, parts, and service. Overview We are seeking an energetic... ...enthusiasm and knowledge will ensure a seamless experience for clients while driving service sales and fostering customer loyalty....Full timeMonday to Friday- ...SE Albuquerque, NM 87116, USA A Brief Overview The Resident Services Specialist has the primary responsibility of providing assistance and coordinating... ...homes to ensure they are ready for touring prospective clients as needed. Administers move-in lease documents and home...Work at officeLocal area
$60k - $120k
...WE ARE REWRITING THE RULES OF AUTO REPAIR. ARE YOU READY TO LEAD THE CHARGE? Position: Automotive Client Advisor (Elite Service Advisor) Company: Walker Automotive Inc. Location: Elkton, KY Earning Potential: $60,000 – $120,000+ per year (Profit Sharing + Uncapped Potential...Work at office$20 per hour
...Service Advisor Aritzia SoHo, New York City Base pay starts at $20/hr. The Service Advisor has: Proven skills, education... ...process transactions while preserving a world-class client experience Accurately and efficiently manage the end-to-end...Seasonal workWork at office$76k - $135k
...Securities Services - Alternative Fund Services - Associate Job Information Job Identification: 210565069 Job Category: Product Business... ...Sydney. We provide administration services to more than 150 clients across all alternative asset classes. Job Responsibilities Maintain...Full timeWork at officeShift work$25.31 per hour
...day prior to the posting end date. Job Posting Title: Social Services Specialist Agency: 650 DEPARTMENT OF VETERANS AFFAIRS Supervisory... ...the family as a unit to function more adequately; counsels clients and arranges for needed treatment or services. Participates...Hourly payFull timePart timeWork at officeWeekend workAfternoon shift- A leading travel service company is seeking German speakers for the Client Service Consultant role. This position involves providing quality service for Singapore Airlines, handling customer inquiries via various channels. Ideal candidates possess excellent German and English...Relocation package
$18.17 - $27.31 per hour
Job Title & Compensation Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Fleet Client Services Specialist II Management Level Individual Contributor Flexible Work Option Can work remotely but need to live in the specified city, state, or region...Hourly payLive inRemote workVisa sponsorshipFlexible hoursShift work- ## Client Service Specialist I (Account Manager), Client Services Centralized OperationsApplylocations: USA - PA - Oakstime type: Full timeposted on: Posted Yesterdayjob requisition id: R0036404The Investment Manager Services Division (IMS) at SEI is growing rapidly and...Work experience placementWork at officeFlexible hours
- ...Concentra in West New York is looking for a Patient Service Specialist to join our team. In this role, you will perform crucial administrative tasks like patient registration and scheduling, while ensuring an outstanding patient experience. Ideal candidates will possess...Hourly pay
$17 - $26.02 per hour
...Wealth Sales Support & Service Specialist Location: Bellerose, NY 11426 The Wealth Sales Support & Service Specialist is a sales support... ...appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to...Work at office- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and...
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