Onboarding & Client Experience Specialist
Citi Group
Citi is looking for a seasoned professional in New York who will be responsible for applying disciplinary knowledge to enhance processes in the Banking, Credit, and Investments platform. This role requires collaboration with sales teams, ensuring a seamless client experience through effective communication and teamwork. Ideal candidates should have 5-8 years of experience in wealth management or financial services, strong analytical and interpersonal skills, and the ability to manage multiple deadlines in a dynamic environment. Education requirements include a Bachelor's degree or equivalent experience. #J-18808-Ljbffr
$65k - $90k
Pilot Fiber in New York City is seeking a Customer Onboarding Specialist. This role is essential for guiding customers through the installation... ...have a college degree and 2-4 years of customer-facing experience, demonstrating impeccable attention to detail. Perks include...Suggested$98.96k - $148.44k
...Banking, Credit and Investments platform in New York. This role is responsible for improving processes and ensuring a superior client experience by collaborating with various internal teams. Candidates should have 5-8 years of experience in financial services, a bachelor...SuggestedFull time$150k - $190k
...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical... ...integration best practices. Qualifications 3+ years of experience in client onboarding or implementation within capital...SuggestedFull timeWork at officeRemote workAfternoon shift$40 - $43 per hour
...Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay... ...Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration...SuggestedContract workWork from homeWorldwide- ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position... ...Business, Finance or a related field; A minimum of 1-3 years of experience within the investment funds industry; Understanding of...Suggested
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our... ...onboarding workflows and messaging. What You Bring Previous experience in sales onboarding, account management, or client...Remote work
- ...in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer Success. The... ...first stop post-sale and provides an excellent onboarding experience to optimize client retention and maximize engagement and...
$48 - $50 per hour
...provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding...Contract work- LBAPS is seeking a compassionate Client Outreach Specialist based in New York City to be the first point of contact for families... ...You will guide clients through consultations and onboarding, ensuring a supportive experience from day one. The ideal candidate possesses...
$114.7k - $130.9k
Capital One Financial is seeking a Senior Associate Product Manager in New York City. The role focuses on enhancing customer onboarding experiences for credit card users. You will lead cross-functional teams to develop a seamless activation strategy, ensuring customer...- ...located in New York, is seeking an Accounts Receivable Client Onboarding and Customer Specialist. You will be the main contact point for billing and... ...The ideal candidate should have finance qualifications, experience in O2C collections, and knowledge of Salesforce and NetSuite...Remote work
$114.7k - $130.9k
.... We are looking for a Senior Associate Product Manager to join our team in the Onboarding Team in Premium Products. The Onboarding Team mission is to build a premium onboarding experience for all Capital One credit card customers while laying the foundation for enduring...Full timePart timeLocal areaImmediate start- Citi is seeking a Client Onboard Analyst in New York to manage customer interactions and documentation for account openings. The ideal candidate will have up to 2 years of experience with documentation review and account maintenance, strong communication skills, and proficiency...Work at office
- Included Health is seeking a Client Onboarding Implementation Specialist to provide tactical support and configuration expertise for seamless client onboarding... .... The ideal candidate will have a minimum of 3 years experience in SAAS client support and possess strong technical...
- ...Equity Operations team in New York. This role focuses on the onboarding of new clients trading FICC and Equity products, requiring strong... ...without issues after trading commences. The ideal candidate has experience with equities products, displays professionalism, and is...
- SeatGeek in New York is hiring a Client Services Specialist who will provide operational support and unique client experiences. This role emphasizes both onboarding initiatives and ongoing operational success, assisting clients with product configuration and project delivery...Flexible hours
- Accounts Receivable Client Onboarding And Customer Specialist Remote - India Summary Reporting to the Billing & Collections Manager, the primary account... .../ MCOM / BBA / MBA in Finance preferred. 1+ years of experience in O2C collections, revenue recognition &...Contract workWork at officeLocal areaImmediate startRemote workFlexible hoursShift work
- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds... ...in Law, Business, or Finance with 1-3 years of relevant experience. A fast-paced environment awaits, offering professional...
- 6AM City, LLC in New York, New York is seeking a Client Experience Group Manager to oversee client onboarding and operational processes. This leadership role demands a blend of strategic leadership and operational expertise, with a strong focus on enhancing client experiences...
- ...global financial services firm is seeking an Associate to drive client onboarding across the US market. The ideal candidate will have a strong... ...coordinating with internal stakeholders to enhance client experiences. This full-time role offers competitive pay and benefits in...Full time
- Brobston Group LLC is seeking a Client Relations Center Training Coordinator in New York... ...CRC team members. The role supports onboarding, classroom and virtual facilitation, coaching... ...improve offerings to enhance the client experience. #J-18808-Ljbffr Brobston Group LLC
- ...to facilitate and guide candidates through the interview and onboarding processes. You will partner with Operations and Corporate Recruiters... .... This role offers an opportunity to enhance candidate experiences in a dynamic security firm. #J-18808-Ljbffr Inter-Con...
- ...professionals. This remote position requires fluent English and experience in customer support, ideally with 2+ years in roles involving... ...dynamic team to solve various operational challenges and help onboard new users. The role emphasizes problem-solving and...Remote work
- Citi is hiring a Client Onboarding Analyst - Officer in New York, NY. The role involves overseeing client data management, ensuring compliance... ...initiatives. The ideal candidate will have up to 2 years of experience in a financial services environment and possess a bachelor's...
- Customer Service & Onboarding Representative Our client is looking for a Customer Service & Onboarding Representative to join their fully remote team... ...workflows while delivering an excellent customer experience. Responsibilities Manage client onboarding from kickoff...Remote work
- ...Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions... ...digital support services. We are seeking client‑focused Customer Onboarding Consultants... ...account support What We’re Looking For Experience in customer onboarding, client services,...Remote work
$35.36k - $90k
Morgan Stanley is seeking a Client Relationship Analyst in New York who will provide exceptional service to clients and support Financial... ...are essential. Compensation ranges from $35,360 to $90,000 per year, adjusted based on experience. #J-18808-Ljbffr Morgan StanleyWork at office$21 - $23 per hour
Moncler is seeking a Sales Support Advisor in New York, NY to enhance the client experience through exceptional service. The advisor will assist in operational tasks and collaborate with team members to ensure high standards of visual merchandising. Ideal candidates possess...Hourly pay- ...Thrive Pet Healthcare is seeking a full-time Veterinary Client Service Representative at Saint Francis Veterinary Center in Swedesboro... ...support to pets and their families, ensuring a seamless client experience from check-in to check-out. Responsibilities include...Full time
- ...Veterinary Center of South Jersey is seeking a full-time Veterinary Client Service Representative to join their team in Swedesboro, NJ. In... ...part in pets' lives by ensuring a compassionate client experience, coordinating appointments, and maintaining accurate medical records...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Onboarding & Client Experience Specialist. Be the first to apply!
- recruiting coordinator remote New York, NY
- lead recruiting coordinator New York, NY
- entry level recruiting coordinator New York, NY
- recruitment consultant New York, NY
- recruiting coordinator New York, NY
- work from home recruitment consultant New York, NY
- onboarding specialist New York, NY
- remote recruitment consultant New York, NY
- senior recruitment consultant New York, NY
- recruiting operations coordinator New York, NY

