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
$110k - $125k
Guggenheim Investments is seeking a Client Service Specialist for their New York City office. This role involves working closely with the Senior Client Service Executive and various internal teams to manage institutional client relationships. Candidates should have a Bachelor...SuggestedWork at office- ...Oakwell Private Wealth Management is seeking a Fully Remote Client Service Onboarding Specialist to enhance client relationships through exceptional service. Ideal candidates will possess over 5 years of wealth management experience and demonstrate strong technological...SuggestedRemote work
- ...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
- ...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
$65k - $75k
Wealth Enhancement Group in Summit, NJ is hiring a Sr Client Service Associate to act as the primary liaison between clients and Financial Advisors. This key role involves onboarding new clients, managing financial transactions, and ensuring exceptional client experience...- 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
- 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...
- ...Assurant, Inc. is seeking a Staff Service Recruitment Associate to manage recruitment and maintain the Independent Service Network... ...Warranty Service Delivery team. The role involves sourcing and onboarding service providers, utilizing technology for efficient operations...Work at office
- ...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
- ...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
- ...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- ...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
- ...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...
- ...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
- ...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
- ...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
- ...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
- ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and verification... .... Strong knowledge of cryptocurrency and customer service experience are essential. This role is remote and requires...Fixed term contractRemote workWeekend workAfternoon shift
$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
- A workforce development organization in New York is seeking an Administrative Support Specialist. This role requires providing customer service and support to the recruitment team, assisting applicants with applications, and processing resumes. The ideal candidate will...Casual workFlexible hoursAfternoon shift
- ...VirtualiteBusiness Process Outsourcing Services helps entrepreneurs and organizations streamline... .... We are currently seekingsales &client onboardingspecialiststo join our growing... ...agreements Guide new clients through the onboarding and activation process Address...Remote workWork from home
$26.7 - $40.36 per hour
A leading financial services company in New York is looking for a candidate to assist clients in the on-boarding process and manage new account inquiries. The role demands a Bachelor's degree and at least two years of experience in the investment management industry. Key...Hourly payWork at office$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$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...$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...
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