Client Onboarding & Service Specialist
Citi
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 in Microsoft Office Applications. This is a critical role that ensures high customer satisfaction and adherence to internal policies. A Bachelor's degree is required, and applicants must demonstrate a proactive attitude and attention to detail. #J-18808-Ljbffr Citi
$23.75 - $39.62 per hour
RadNet, Inc. in Union City, NJ seeks a Commercial Client Advisor to manage commercial account onboarding and servicing. This role supports clients by ensuring efficient service and communication while maintaining strong client relationships. Qualifications include excellent...SuggestedHourly pay- ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The... ...coordination, working with internal teams including Service Delivery, Sales, Legal, Compliance, and Technology teams;...Suggested
$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- ...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
- ...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...
$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...Remote work- Nomura Holdings, Inc. in New York is looking for a Client Onboarding Analyst / Associate to lead the onboarding journey for new clients. The... ...requires expertise in regulatory requirements, client-focused service, and the ability to manage numerous requests efficiently....
$100k - $115k
Dormont Manufacturing Co is seeking a Client Services Support professional in New York, NY to join its Wealth Management SMA team. The role involves onboarding separately managed accounts and ensuring efficient workflow across various departments. The ideal candidate has...- 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...
$70k - $80k
...Client Onboarding Specialist Location: New York, NY (On-site) Salary: $70,000–$80,000 About the Opportunity A growing SaaS organization is seeking... ...with confidence and professionalism. Strong customer service mindset with exceptional relationship-building abilities....Contract work- ...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...
- ...growing global team is currently distributed between our offices in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer Success. The Onboarding Specialist is the client's first stop post-sale and...
$48 - $50 per hour
...to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities... ...Contract Job function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr...Contract 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
- ...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
- ...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
$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$18 per hour
...Type Temporary Manage Others No Position Summary The Customer Onboarding Specialist is responsible for creating a positive and seamless... ...customer experience Requirements 1+ year of experience in customer service, onboarding, or a business-to-business support environment Strong...Temporary workWeekend work$65k - $90k
Dormont Manufacturing Co is seeking a candidate for a role focused on KYC onboarding processes, working closely with various departments to onboard new institutional clients. The successful candidate will demonstrate strong regulatory knowledge, organizational skills, and...Local area$55k - $70k
ZenAgain Inc. is seeking a Client Success Coordinator in New York City. The role involves supporting client inquiries, assisting with onboarding, and helping launch programs to ensure client success. Ideal candidates will have strong communication skills, a proactive attitude...- Nbutexas is looking for a Client Onboarding Specialist in New York, NY. This role involves managing the client onboarding process, delivering product training, and ensuring successful implementation of software. Ideal candidates have 2+ years of SaaS onboarding experience...
- 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 experience...Remote jobFull time
- 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...
$98.96k - $148.44k
...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's degree, and strong analytical skills. This full-time position...Full time- 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
- 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
- A leading staffing agency in New York City is offering a Client Services Associate position designed for those seeking to become full lifecycle recruiters. The role includes hands-on training and mentorship, with a strong focus on building sourcing and candidate relationship...
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