Client Onboarding & Transitions Specialist
Advisor Group
Osaic’s Transition Processing Specialist team handles the accurate, timely processing of client account openings, maintenance, rep changes and sponsor changes, supporting Brokerage Operations daily.
You will frame client data provided by transitioning professionals, open accounts, and create paperwork for client signatures while delivering high-level service to independent financial advisors nationwide in a hybrid office model. Occasional overtime and weekend coverage may be required.
#J-18808-LjbffrVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Onboarding & Transitions Specialist in Scottsdale, AZ vacancy
- Insperity in Scottsdale, AZ seeks a Payroll Specialist I to deliver a premium customer experience by transitioning new clients, supporting existing accounts, and processing payroll with accuracy. This role emphasizes timely data collection, data reconciliation, and clear...SuggestedWork at office
$50k - $55k
...paid time away, volunteer days and much more.Summary:The Transition Processing Specialist will be part of a team responsible for the accurate, timely... ...of incoming and outgoing paperwork pertaining to client account opening, account maintenance, rep changes, sponsor...SuggestedFull timeWork experience placementWork at officeRemote workOsaic
Scottsdale, AZ4 days ago- ...leading SaaS and services company, is seeking an IC Experience Specialist in Scottsdale, AZ. The role focuses on guiding contractors... ...experience support, and collaboration with internal teams and external clients to meet timelines and service standards. #J-18808-Ljbffr...SuggestedRemote jobFor contractors
$72k - $75k
...Onboarding and Recruiting Specialist Full Time Scottsdale, AZ, US 2 days ago Requisition ID: 1176 Salary Range: $72,000.00 To $75,000.00 Annually... ...that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them...SuggestedFull timeWork at officeMission Wealth
Scottsdale, AZ4 days ago- ...compensation. Job Description: We are seeking a highly organized and detail-oriented individual to join our team in a high-volume client support role. As a Customer Service Representative, you will be the first line of contact for veterans reaching out for assistance....SuggestedFull timeMonday to Friday
Veterans Guardian VA Claim Consulting
Scottsdale, AZ1 day ago $120k - $150k
...Overview & Highlights Job Title: Senior Director of Client Relations Location: Fully Remote Employment Type: Full-Time Hours & Schedule: Flexible Schedule Compensation: $120,000–$150,000 annually, based on experience Benefits Offered: No traditional...Full timeContract workRemote workFlexible hoursHealthOp Solutions
Scottsdale, AZ1 day ago$250k
...high‑performing Director of Tax Services to own client delivery and team execution within our growing... ...relationships Contribute to new client onboarding by assessing scope, setting service expectations, and transitioning accounts into the delivery workflow Represent...Local areaRemote workShift work- Abdo LLP, a people-first firm in the United States, is seeking a Senior Associate to support full-service payroll clients. You will enter and manage payroll data, reconcile, and provide proactive service to ensure client satisfaction and retention. The ideal candidate has...Flexible hours
- Abdo LLP is seeking a Payroll Associate to support our full-service payroll clients within a client-facing, hybrid work environment. You will enter and reconcile payroll data, generate reports, and stay abreast of payroll/tax regulations while delivering proactive service...Flexible hours
$50k - $55k
...Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128...Full timeWork at officeOsaic
Scottsdale, AZ19 days ago$75k - $90k
...out critical components of a client's financial life. We bring... ...Overview The Talent Acquisition Specialist, Financial Advisor... ...Wealth value proposition and transition opportunities. Maintain ATS... ...documentation. Coordinate interviews, onboarding activities, and offer...Temporary workWork at officeTrajan Wealth LLC
Scottsdale, AZ5 days ago$50k - $55k
...Client Support Representative Customer Service Opportunity in Financial Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale...Full timeWork at office- Overview We are looking for a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive experience from initial...Remote workFlexible hours
- ...Our strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the... ...from qualification through contract signature and transition to delivery.Key ResponsibilitiesDevelop and execute account and...Contract workWork experience placementLive inWork at officeLocal area
Accenture
Scottsdale, AZ4 days ago - Mission Wealth in Scottsdale, AZ is seeking an Onboarding & Recruiting Specialist to lead the full onboarding journey and support recruiting, coordinating... ...and MS Office, enabling a positive candidate experience and smooth new-hire transitions. #J-18808-Ljbffr Mission Wealth
- Banfield Pet Hospital in the United States is seeking a Client Service Coordinator to manage client and pet flow, ensuring welcoming service and efficient operations. You will educate clients about wellness plans, assist with documentation, and support the veterinary team...
- ...Academy Bank is seeking a Personal Banker who builds lasting client relationships and helps clients achieve their financial goals. You will drive new business, deliver tailored banking solutions, and provide exceptional service in a collaborative branch team environment...
Academy Bank
Scottsdale, AZ4 days ago - ...Dexian in Scottsdale, AZ is seeking a Vice President / Senior Director, Client Tax Services to lead and scale a client-focused tax advisory and compliance practice. This executive role drives tax strategy, service delivery, and team development for privately held businesses...Local area
Dexian
Scottsdale, AZ1 day ago $160k - $200k
...Opportunity Step into a true director-level role with ownership of client delivery, tax advisory, team performance, and practice... ...the team. Partner with senior leadership on client expansion, onboarding, service opportunities, and strategic account development. Represent...Full timeOrion Placement
Scottsdale, AZ2 days ago$24 - $28 per hour
...EXECUTIVE ASSISTANT & CLIENT COORDINATOR Part-Time | In Office | North Scottsdale, AZ $24-$28 per hour, depending on experience ABOUT US Neuwirth & Ashford CPAs PLLC is an established Scottsdale-based CPA firm serving approximately 2,000 individual and business clients...Hourly payPart timeWork at officeLocal areaWeekday workNeuwirth and Ashford CPAS PLLC
Scottsdale, AZ4 days ago- ...Mission Wealth is seeking an Onboarding and Recruiting Specialist in Scottsdale, AZ. This full-time role focuses on delivering a seamless onboarding journey for new hires and supporting recruiting efforts across the firm. You will coordinate the end-to-end onboarding...Full time
Mission Wealth
Scottsdale, AZ1 day ago - ...seeks an Entry Level Recruitment Consultant in Scottsdale, AZ. This role involves business development through sales, maintaining client relationships, and managing the recruitment process. Candidates should have outbound sales experience and be driven to exceed targets...Permanent employmentFull time
Tenth Revolution Group
Scottsdale, AZ3 days ago - Neuwirth & Ashford CPAs PLLC in Scottsdale is seeking an experienced Executive Assistant & Client Coordinator to support the Managing Partner. This part-time, in-office role focuses on client communication, scheduling, and workflow management, not on accounting tasks....Part timeWork at office
- ...Tiffany & Co. is seeking Seasonal Team Members for the holiday season in Scottsdale. You will embody the Tiffany brand in every client interaction, delivering exceptional service and memorable experiences. Ideal candidates are flexible, able to work nights, weekends...Seasonal workFlexible hoursNight shiftWeekend work
Tiffany & Co.
Scottsdale, AZ1 day ago - ...role is vital in supporting the full-cycle recruitment process by sourcing, screening, and coordinating candidates for a variety of client needs. This mid-level position is ideal for individuals who are passionate about connecting people with opportunities and eager to...Full time
Leapros Skilled Trades
Scottsdale, AZ4 days ago - ...innovation-led company with approximately 799,000 people serving clients in more than 120 countries.Accenture's Life Sciences... ...materialsPreferred QualificationsExperience supporting AI-augmented workforce transitions — helping employees adopt AI-enabled workflowsBackground in...Live inWork at officeLocal area
Accenture
Scottsdale, AZ4 days ago - ...influencing business decisions, and helping teams navigate an evolving regulatory environment? We are seeking a Compliance Director, Sales & Client Engagement to provide strategic compliance guidance across Vanguard’s Financial Advisor Services (FAS) and Workplace businesses....Work experience placement
Vanguard
Scottsdale, AZ3 days ago - ...26-09-26Location: Scottsdale, AZCompany: Realtor.comSenior HR Onboarding & Compliance SpecialistLocation: Scottsdale, AZ, United StatesCategory... ...the Role:We are seeking a Senior HR Onboarding & Compliance Specialist to elevate our candidate and new hire experience while driving...Work at officeLocal area
Realtor.com
Scottsdale, AZ1 day ago - ...Cardone Ventures in Scottsdale, AZ seeks a Director of Tax Services to own client delivery and lead a growing tax practice. You will manage a portfolio of engagements, develop a team of tax professionals, and ensure top‑tier compliance and advisory work is delivered with...
Cardone Ventures
Scottsdale, AZ1 day ago - ...Our strategy is to be the reinvention partner of choice for our clients and to be the most client-focused, AI-enabled, great place to... ...modernize legacy GIS environments while supporting the transition from traditional geometric network models to the ArcGIS Utility...Work experience placementLive inWork at officeLocal area
Accenture
Scottsdale, AZ4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding & Transitions Specialist. Be the first to apply!
Related searches
- hospital customer service representative Scottsdale, AZ
- medical customer service representative Scottsdale, AZ
- customer service representative apply online Scottsdale, AZ
- customer service rep remote Scottsdale, AZ
- customer service representative night shift Scottsdale, AZ
- customer service officer Scottsdale, AZ
- benefit customer service representative Scottsdale, AZ
- customer service consultant Scottsdale, AZ
- customer service representative (remote from home) Scottsdale, AZ
- customer service operator Scottsdale, AZ