Average salary: $45,080 /yearly
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$24 - $25 per hour
...The Case Doesn't Start in Court. It Starts With You. When a new client signs on with Shegerian & Associates, they're trusting us with... ...is met with order, clarity, and care from day one. As our Onboarding Specialist, you're the one who turns "we'll take your case" into...SuggestedHourly payShegerian & Associates
San Diego, CA11 days ago$55k - $65k
...Medical Billing and Revenue Cycle Management company serving clients across the United States. We operate offices across multiple states... ...to join our Client Implementation team, ensuring a smooth onboarding process for new physician accounts. This is a full time, in-person...SuggestedFull timeTemporary workWork at officeFlexible hoursM&D Capital Premier Billing
New York, NY25 days ago$85k - $95k
Controller-level | Team leadership | Client onboarding ownership $85,000 - $95,000 annually | Remote | Full-time W2 About The Role Breakwater Accounting & Advisory is hiring a Client Onboarding Controller, internally referred to as Lead Onboarding Project Manager, to...SuggestedFull timeLocal areaRemote work$25 - $30 per hour
...Responsibilities Review formation documents (LLC, LP, Corporation, etc.) and client information. Communicate directly with clients or internal... ...& Experience 2-3 years of experience in account opening, onboarding, or client services (banking preferred). Experience as an...SuggestedContract workWork at officeRemote work1 day per week- Client Onboarding Specialist page is loaded## Client Onboarding Specialistlocations: Westlaketime type: Full timeposted on: Posted Todayjob requisition id: JR100060## *\*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after the...SuggestedWork at office
$48 - $50 per hour
...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 processes for Markets (e.g.,...SuggestedContract work$95k - $125k
...built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For... ...that drive client success across the globe - providing client onboarding, KYC diligence, client outreach, entity data management and sales...SuggestedRelocation packageFlexible hours- Job Description A large financial client is looking for a Markets Client Onboarding specialist. This person will manage the end-to-end integration of hedge funds and institutional clients, facilitating account setup across products like Equities, Fixed Income, and Swaps...Suggested
- Location: Charlotte, NC (Hybrid) Client is seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. Responsibilities Work closely with the Sales...Suggested
$75k - $85k
...your recruiter to learn more. Base pay range $75,000.00/yr - $85,000.00/yr Financial Firm in Midtown, Manhattan is seeking a Client Onboarding Analyst for a full-time position! 2+ years of experience in Account On-boarding/Customer Service Serve as primary point of...SuggestedFull time- ...focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized... ...under applicable law. JOB SUMMARY The Client Services Onboarding Specialist acts as a primary, client-facing representative, responsible...SuggestedWork experience placementAfternoon shift
Banco de Credito e Inversiones
Miami, FL19 days ago - ...enthusiastic and reliable professionals that want to provide valuable services and join our rapidly growing practice. The Client Onboarding Specialist is a critical member of our Operations team, responsible for guiding new providers/families through the onboarding...SuggestedFull timeRemote workMonday to FridayShift work
LifeTree Inc.
Scottsdale, AZ6 days ago - ...Client Onboarding Specialist Support Burlington, MA Asset Management Financial Services Fintech JO-2401-1454 We are a well funded, rapidly growing fintech firm that still embodies a small start-up culture. You will still be in the early stages and have a...SuggestedWork at officeShift work2 days per week
- A healthcare organization in Goodyear is seeking a Client Intake Coordinator to provide excellent customer service and support to clients. The role involves being the first point of contact, answering questions, and guiding clients through their engagement with the programs...SuggestedFull time
$59k - $75k
Position Overview The Client Onboarding Specialist is responsible for the independent, strategic execution of setup, implementation, and adoption of our software solutions. You will collaborate across Sales, Support, Customer Success, and other stakeholders to deliver high...SuggestedFull timeTemporary workWork at office$75.05k - $107k
...Job Schedule Full time Base Pay/Salary Chicago,IL $75,050.00-$107,000.00 Job Description Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations...Full timeTemporary work$63.15k - $78k
...Client Services Onboarding Specialist I As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division. You will serve as the...Hourly payWork at office- Virtual Client Onboarding Representative Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact...
$150k - $300k
...communication and leadership skills are essential, along with a related Bachelor's degree. The position involves travel and flexible hours to meet project needs and client inquiries. Competitive salary range of $150,000-$300,000, plus bonuses. #J-18808-Ljbffr Goldman Sachs Bank AGFlexible hours- A national law firm based in Los Angeles is seeking a Legal Intake Specialist to oversee the onboarding of new clients and matters. This role requires handling conflict-of-interest research and ensuring proper setup of client records. The ideal candidate should have a bachelor...
- Equity Trust Company is looking for a Client Onboarding Specialist based in Westlake, OH. This full-time role focuses on establishing new client relationships and provides service and execution support. Ideal candidates will have a strong customer service background, preferably...Full time
- A mortgage insurance provider is seeking a Client Success Manager in Coraopolis, PA. The role involves onboarding new agents, supporting sales teams, and analyzing performance data. Candidates should hold a Bachelor’s degree and have 2-3 years of relevant experience. Advanced...
- ...deliver a better experience for residents, families, and the teams who care for them. About the Opportunity The Client Experience Specialist (CXS), Onboarding plays a critical role in welcoming new clients to Carefeed and setting them up for long‑term success. You’ll...Local area
- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative... ...this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
- A leading financial institution in New York seeks a Client Management professional to streamline pre-trade onboarding processes. The successful candidate will collaborate with various teams to improve customer experience and manage high-priority clients. Requirements include...Work at officeFlexible hours
- A benefits consulting firm in Overland Park is seeking a Client Advocacy Advisor to provide guidance on insurance products. The role involves managing client orientation meetings, building relationships, and ensuring client satisfaction. Candidates should have a degree...Work at office
$60k - $65k
WizeHire, Inc is seeking a Client Sales Specialist in Dallas, TX. This role involves conducting initial calls with potential clients and guiding them through their options without offering legal advice. The ideal candidate is someone with sales experience, a positive attitude...- ...looking for an Analyst in Markets Transition Management based in New York. This position focuses on providing a superior onboarding experience for clients in a fast-paced and dynamic environment. The ideal candidate will have over a year of relevant experience, strong...
- ...an Operations Associate to support the daily operations of its Registered Investment Advisory Firm. The candidate will manage client onboarding, account maintenance, and custodial requests through Charles Schwab. The ideal fit has a Bachelor's Degree and 3-5+ years of experience...
- A financial services firm in Dallas is looking for an Operations Associate to assist in client onboarding and operational processes. The role involves maintaining client information, supporting the creation of investment vehicles, and ensuring excellent service is provided...Work at office
