Client Experience & Onboarding Coordinator
$55kGeiger Wealth
A financial services firm in Oak Brook is seeking a Client Experience Manager to ensure smooth operations while delivering superior customer service. This role involves managing client calls and appointments, processing new business applications, and maintaining organized databases. Ideal candidates will have financial industry experience and strong communication skills, both verbal and non-verbal. The position offers an annual salary of $55,000. #J-18808-Ljbffr
- ...seeking a seasoned Private Banker Support professional. You will apply in-depth knowledge of onboarding, KYC, and wealth management processes to improve client experiences and coordinate with sales and product partners. The role emphasizes documentation accuracy, risk...Suggested
- Client Experience & Journey Coordinator/Remote We are seeking detail-oriented and customer-focused individuals to join our team as Client Journey Coordinators... ...-related benefits and perks (details discussed during onboarding) Supportive and collaborative team environment #J-188...SuggestedRemote jobFlexible hours
- ...is seeking a motivated, detail-oriented individual to join our remote team. You will assist clients with coordination, updates, and general support to ensure a smooth experience for trips and experiences. You will handle inquiries via email, chat, and phone, keeping records...SuggestedRemote work
- Aisles & Abroad in Chicago seeks a Client Services Coordinator to support reservation management and ensure booking details are accurate and efficiently... .... This role focuses on delivering a high-quality client experience through strong organization and clear communication. You...Suggested
- Citigroup Inc. in Chicago, IL seeks a seasoned professional to improve onboarding processes within the Private Client Coverage area. This role coordinates with sales, KYC, and product partners to support client onboarding, ensuring documentation is accurate, timely, and...Suggested
- ...processes and workflows within the Banking, Credit and Investments platform in Chicago. This role will involve ensuring a seamless client experience by working closely with sales teams and liaising with internal partners. The ideal candidate must have 5-8 years of experience...
- Power Construction is seeking an Onboarding Specialist to enhance the new-hire experience for non-union staff. You will coordinate onboarding from offer to day one, manage HRIS data entry and reporting, and support engagement programs. The role reports to the HR Generalist...
$70k - $90k
...Google Cloud and Salesforce, to help clients drive action and impact through data and... ...point of contact for team needs Coordinate onboarding logistics: desks, laptops, welcome kits... ...coordination, or operations—bonus points for EA experience ~ Calendar and travel management...Remote jobFull timeWork at officeLocal areaShift work2 days per week1 day per week$150k - $200k
Chicago, IllinoisOperations - Operations/Client Onboarding /Full-time /HybridAbout Crypto.com/OG.... ...Manager or Director (based on experience), to own, and scale OG.com’s B2B client... ...brokers, and other market participants.Coordinate contract listing, account setup, credentialing...Full timeContract workWork at office$60.7k - $100.1k
...partners, and to provide to our clients and the communities we serve... ...than 135 years of financial experience and over 24,000 partners, we... ...curious Client Onboarding Specialist to join our team.... ...Client Onboarding & Project Coordination Serve as the primary coordinator...Worldwide$50k - $65k
...Client Onboarding Specialist Job ID 2026-15524 Job Locations US-LA-New Orleans | US-IL-Chicago... ...underwriting and funding process while coordinating with the Factoring Team Lead,... ...s degree required 2 years job related experience Strong problem-solving skills Ability...Hourly payContract workWork experience placementSecond jobWork at officeFlexible hoursNight shift$46.55k - $67.1k
...place for you. Position Objective As a Client Onboarding Specialist, you will play a critical... ...strategic Point of Sale (POS) implementation experience for our enterprise and mid-market... ...of project management, stakeholder coordination, and technical expertise to drive efficiency...Summer workRemote work$73.5k - $116k
...looking for an Integration Project Manager to lead the onboarding and deployment of new clients and technical solutions. The successful candidate will... ...have a Bachelor's degree and 3+ years of relevant experience. Responsibilities include creating implementation plans...- ...Group is seeking a team member for their Client Implementation Team in Chicago. This... ...focuses on supporting client transitions and onboarding new mandates within a dynamic... ...Finance, strong interpersonal skills, and experience in asset management client service. The...
- ...Overview The Project Manager, Data Onboarding is responsible for leading the... ...to successfully onboard new clients to the Advyzon platform. This role owns the coordination and execution of key data... ...efficiently, and with a strong client experience. The ideal candidate is...Full time
- ...belonging. We're a leading name in the beauty industry, offering an experiential space where our clients and team members can discover their best selves. As a Client Experience Specialist , you will be the first point of contact for our clients and play a crucial role in...Afternoon shift
$57.5k - $106.5k
...Shared Services Summary of Role: The Client Onboarding Advisor serves as the single point of... ...products and services. Navigating the bank, coordinating with internal and external... ...deliver a seamless client onboarding experience. Will need to build strong working relationships...Part timeWork at officeLocal area- ...seeking a dedicated individual to join their Client Implementation Team. In this role, you will provide crucial support for client onboarding and transitions while contributing to... ...degree in Finance or related fields and experience in asset management. Strong skills in...Work at office
- ...Client Experience Specialist (Remote) We are seeking a detail-oriented Client Experience Specialist... .... In this role, you will assist with coordinating client requests, managing service... ...flexible scheduling options. • Structured onboarding and training provided. • Supportive...Remote workFlexible hours
- About the job Experience Coordinator/Remote We are seeking motivated and organized individuals to join... .... In this role, you will assist clients with planning and coordinating memorable... ...and benefits (details provided during onboarding) Collaborative and supportive team culture...Remote job
- ...We are looking for a proactive and customer-focused Client Experience Coordinator to join our team. This role is responsible for supporting clients throughout their experience by ensuring smooth communication, efficient coordination, and high-quality service delivery....Remote workFlexible hours
- ...acquired by crypto.com in 2022. The Role Were seeking a Business Operations Manager or Director (based on experience), to own, and scale OG.coms B2B client onboarding, contract listing, and partnership operations. This high-impact role sits at the intersection of...Contract work
$88.9k - $155.5k
...Summary In this role, you will lead the successful onboarding and implementation of pharmacy contract pricing for new clients, ensuring a seamless transition to the Vizient... ...to optimize execution, enhance the client experience, and support Vizient’s overall pharmacy...Contract work- ...Peacock, a premier jeweler in Oak Brook, Illinois, is seeking a Rolex Specialist. This role emphasizes delivering a best-in-class client experience while supporting operations and presentation in the Rolex boutique. Responsibilities include inventory management, visual...
- Bartlett & Co. is seeking a detail-oriented Client Services Associate to serve as a primary contact for clients, coordinate onboarding, and collaborate with Advisors and... ...financial services with strong MS Office and CRM experience. Excellent communication and...
- ...business process outsourcing firm is seeking a Sales Onboarding Consultant to streamline operations for new clients. This role involves leading onboarding... ...strong communication and organizational skills, and experience in sales or client-facing roles is preferred. The...
- A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in nurturing client relationships. This role requires strong interpersonal skills, familiarity with financial services...
- Raymond James is seeking a Registered Client Service Associate in Chicago, IL, to provide... ...environment. Responsibilities include onboarding clients, preparing financial reports, and... ...are a High School Diploma, relevant experience, and necessary licenses such as Series 7...
$20 - $25 per hour
...Job Description Job Description Job Title: Client Coordinator Position Type: Full-time, hourly, non-exempt COMPANY OVERVIEW: Since... ...its people. Just as our employees create an unforgettable experience for all who walk through our doors, we are committed to...Hourly payFull timeNight shift$22 per hour
The Driver Onboarding Coordinator is an integral member of the team who is responsible for hiring, lease approval, and qualifying independent... ...combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget,...Full timeFlexible hours
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