Client Services & Onboarding Specialist
Waldron Private Wealth
A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative support to the Client Services department. The ideal candidate will process custodial documentation, assist with client transactions, and manage account records effectively. Strong organizational skills and excellent communication are essential for this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
- The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or... ...role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working...SuggestedWork at office
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing... ...onboarding calls to understand client needs, goals, and service fit. Explain service offerings, workflows, and next steps...SuggestedRemote work
- ...UHY-US is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This remote role focuses on managing... ..., scheduling appointments, and helping clients navigate services in a professional manner. The ideal candidate will have 2+...SuggestedRemote work
- ...A financial services firm is seeking an Onboarding Specialist to provide support to Financial Planners, ensuring smooth onboarding of new clients and account management. The ideal candidate will have a background in financial services, strong client service and communication...Suggested
- ...A great UHY client is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This role is highly client-facing... ...scheduling appointments, and helping individuals navigate services in a supportive and professional manner. This is...SuggestedPermanent employmentRemote work
- Client Onboarding Specialist Apply (opens in new window) Job Req Id: 26964713 Location(s): Kuala Lumpur, Kuala Lumpur, Malaysia Job Type: Hybrid... ...unparalleled global network.We provide a broad range of financial services and products to our clients - whether they be consumers,...Full time
$150k - $190k
...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical... .... This role sits at the intersection of client services and technical integration. You will manage end‑to‑end onboarding...Full timeWork at officeRemote workAfternoon shift- A large financial client in New York is in search of a Brokerage Account Operations analyst... ..., FX, and RIA, reviewing client onboarding documentation, and ensuring accuracy in... ...management skills, as well as a client service focus. The company promotes diversity and...
- ...The Strategic Implementer is hiring a full-time Remote Operations / Client Service Associate to manage daily client service requests, oversee client onboarding, and develop internal processes while working from home. This role requires strong interpersonal skills, the...Full timeRemote workWork from home
- ...A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote work
- ...technology company in the United States is looking for a dedicated Client Support Specialist. This role combines high-quality customer service with platform training to ensure successful client onboarding and ongoing support. The ideal candidate will have 1-3 years of...
$27k - $30k
...Customer Onboarding Specialist As a Customer Onboarding Specialist you will be the first to welcome a newly‑signed partner to the Owner platform... ...a unique opportunity to perfect your time management and client‑facing skills. You’ll also partner closely with our product...Local areaImmediate startRemote work$48k
...Accelerated Automation is hiring a Customer Success Specialist to join their growing team. This full-time remote position requires a client-focused individual who is proactive,... ...with technology. You will manage client onboarding, address basic tech issues, and be...Base plus commissionFull timeRemote workFlexible hours- ...leading tech company is seeking a Support Operations Associate who will ensure seamless support experiences for customers during onboarding. The ideal candidate should have at least 3 years of experience in Support Operations, especially in SaaS or telecom sectors, and...
- ...Client Onboarding Functional Specialist – SEI Trust 3000 (T3K) Indigo Beam Consulting provides a common-sense approach to solving business problems through... ...-seven years, Indigo Beam was conceived as a full-service business consulting company that deeply cares about creating...Full timeContract workRemote work
- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote work
- ...Department / Team Purpose The Client Onboarding team sits within the Operations department and... ...Purpose As a senior Client Onboarding Specialist, you will lead the delivery of a best‑... ...facing onboarding within the financial services or fintech sector, with deep expertise...
- ...A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote work
- ...Virtualite Business Process Outsourcing Services is looking for an account manager to manage and grow client accounts. The role involves identifying opportunities for upsell and conducting consultative conversations to understand client needs. Ideal candidates should...Remote work
- ...Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline... ...productivity, and scalability—allowing clients to focus on what matters most. In this... ...pipeline in CRM tools Collaborate with onboarding and operations teams to support client...Remote workWork from home
- ...A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing...Full timeRemote work
- ...Stretto is seeking a Client Onboarding Associate for Treasury and Cash Management in the United States. This role requires excellent communication skills and the ability to manage multiple client requests efficiently. Responsibilities include coordinating onboarding workflows...
- ...rating on Glassdoor. What You’ll Do: At SambaSafety, our Customer Onboarding Team is dedicated to empowering our customers with the skills... ...years of experience in SaaS customer implementation/customer service interface. Project Management: Basic understanding of project...Flexible hours
- ...responsible for gathering and analyzing client KYC information within the Investment Bank... ...of Investment Bank products and services • Report as needed to regional control... ...You'll be working with the Client Onboarding KYC team. The team is front office and client...Flexible hours
- ...Puulse Marketing is seeking a Client Implementation & Onboarding Specialist to manage the post-sale journey for US clients. The role involves gathering client requirements, collaborating with technical teams, and ensuring successful website launches. Success in this role...Remote work
$35 - $50 per hour
Title: Client Success Lead Job Type: Contract Contract Length: TBD Pay Range: $35-50/hr Target Start Date: ASAP Location: Hybrid... ...Key Responsibilities & Deliverables Platform Implementation & Onboarding:Orchestrate the technical onboarding of lenders onto the digital...Contract workWork at officeImmediate start3 days per week- Opus Training Inc. is seeking a Customer Success Specialist to support its platform users, requiring deep product knowledge and communication skills. The role includes onboarding customers, troubleshooting technical issues, and enhancing internal processes through customer...Remote work
$48 - $50 per hour
...learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage... ...function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr MindlanceContract work$78.32k - $109.28k
A global financial services firm in New York seeks a professional for a Client Onboarding role. The ideal candidate will have 2-5 years of relevant experience and strong analytical and interpersonal skills. Responsibilities include client onboarding, risk assessment, and...$72k - $80k
A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services & Onboarding Specialist. Be the first to apply!
- customer service associate remote New York, NY
- client care specialist New York, NY
- card services representative New York, NY
- patient customer service representative New York, NY
- participant services representative New York, NY
- logistics customer service representative New York, NY
- airport customer experience specialist New York, NY
- customer success associate New York, NY
- international customer service representative New York, NY
- medical customer service representative New York, NY


