SMA Client Services & Onboarding Specialist
$100k - $115kGuggenheim Securities
A financial services firm in New York seeks a Client Services Support professional to join its team. This role involves onboarding separately managed accounts and monitoring operational processes to ensure timely resolution of client requests. Ideal candidates will have over 5 years in financial services, strong communication skills, and proficiency in Microsoft tools. The position provides a unique opportunity to work cross-functionally and is located in New York City, offering a salary range of $100,000 to $115,000 annually. #J-18808-Ljbffr Guggenheim Securities
- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative support to the... ...Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private WealthSuggested
$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...SuggestedFull timeWork at officeRemote workAfternoon shift$40 - $43 per hour
...Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration... ...Hours : 8am - 6pm EST POSITION As a Client Account Services Specialist in the Collateral Service Delivery Team you...SuggestedContract workWork from homeWorldwide$55k - $65k
Asset Living is seeking a Client Services Specialist to manage property onboarding and offboarding processes. This position involves building strong client relationships and ensuring high levels of customer satisfaction. The ideal candidate will have a Bachelor’s degree...SuggestedRemote work$48k - $65.3k
Teachers Insurance and Annuity Association of America is looking for a Client Service Associate in New York, NY. In this role, you'll partner with associates across Global Client Group to support onboarding new client accounts and enhance the client experience. This...Suggested- ...support to Independent Financial Professionals in New York. This role involves managing day-to-day requests and ensuring high-level client service and compliance. Candidates should have a Bachelor’s degree in Business Administration or Finance, with at least 3 years of...
- 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+...Remote job
- ...adherence to procedures in New York. The role involves supporting new clients, integrating materials, and managing program performance. The... ...Bachelor's degree and relevant experience in sales or customer service, with a focus on training and client engagement. Strong...
$28 per hour
Creative Solutions Services, LLC in New York, NY is seeking a Client Service Associate to enhance client experiences by coordinating transitions and supporting ongoing client needs. You will work directly with our Global Client Group, providing essential support throughout...Hourly pay- 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...Remote job
- An established corporate services firm in New York is seeking a Corporate Service Specialist to enhance customer satisfaction by managing client interactions from onboarding through project completion. Candidates should have 2-4 years of experience in customer service...Full time
- UHY-US is seeking a Healthcare Client Onboarding Specialist to manage client onboarding and engagement efforts. This fully remote position emphasizes... ...-focused approach, helping prospective clients navigate services and manage their inquiries effectively. Ideal candidates...Remote job
- 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...
- ...financial technology firm in New York is seeking a Client Implementation Specialist to lead the onboarding process for a high-touch client base, focusing on family... ...independently, and delivering exceptional service. This role is crucial for client success and requires...
- ...We are seeking a Customer Onboarding Specialist to serve as a primary coordinator and product expert within our Customer Success organization... ...this implementation-focused role, you will collaborate with clients to manage their journey from post‑sale to active usage, ensuring...
$50k
...is seeking a Customer Success Associate to provide top-notch support to corporate and hospitality customers. This role involves onboarding new accounts, resolving issues, and ensuring customer satisfaction through proactive outreach. The ideal candidate possesses strong...Full timeRemote work- Position: Candidate Service Advisor - Recruiter Schedule: Full time, 1st shift Monday through Friday 8am to 5pm Location: Blue Ash, OH... ...candidate placement Coordinate interviews between candidates and client service manager Maintain consistent communication with...Base plus commissionFull timeWork at officeMonday to FridayDay shift
$95k - $125k
...Client Service Specialist O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a... ...follow-up, the operational set-up of new SMA accounts, and account transition... ...account transition requests. Accurately onboard new accounts and ensure the appropriate...Work experience placementLocal area- ...performance, location, and level. Job Summary The Retirement Plan Services Onboarding Specialist is responsible for overseeing retirement plan conversions,... .... Ensure accurate and timely updates within the client relationship management system to support reporting and workload...Work experience placementWork at officeLocal areaFlexible hours
- Upfluence is looking for a Client Onboarding Specialist in New York City to enhance the onboarding experience for clients. You will ensure clients successfully launch their first campaigns and maximize the use of the Upfluence platform. The role involves guiding clients...
- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
- BusRight is seeking a Learning Specialist to modernize student transportation by delivering precise customer onboarding training. You will be pivotal in ensuring users effectively navigate new technology on the BusRight platform. This role focuses on delivering live virtual...Remote jobFlexible hours
$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$80k - $100k
Aegis Ventures is seeking a Customer Success Specialist to support healthcare providers and IT teams in a remote role. You will integrate clinical workflows and build strong relationships with clients, ensuring satisfaction and successful outcomes. This position involves...Remote job- CEDX Systems is seeking an experienced Implementation/Onboarding Specialist to join our customer success team. The role entails owning customer portfolios, focusing on adoption, expansion, and retention, while ensuring excellent customer experiences. You will collaborate...Flexible hours
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote jobWork from homeFlexible 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...
- 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 job
$98.96k - $148.44k
Citibank (Switzerland) AG is seeking a Client Experience Associate SAFE Act in New York. This role... ...with sales teams to streamline the onboarding process. Ideal candidates should have 5-8 years in financial services, strong analytical and interpersonal skills,...- Included Health is seeking a Client Onboarding Implementation Specialist to provide tactical support and configuration expertise for seamless client onboarding. The role involves managing client support tickets, performing system configuration, and ensuring quality assurance...
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