Client Onboarding Specialist - Pasadena California

Company: VirtualVocations
Location: Pasadena, California
Posted On: 01/29/2025

A company is looking for a Client Onboarding Specialist to assist with onboarding new client accounts and ensure an efficient client experience.



Key Responsibilities

Support Advisor Teams with client paperwork and account setup for new clients
Build strong relationships with Advisor Teams and manage client onboarding communications
Document and implement best practices for continuous improvement in the onboarding process


Required Qualifications

4-year college degree preferred
3+ years of industry experience
Proficient with Salesforce and Microsoft Office
Knowledge of financial terminology and products
Experience in relationship and change management More...

Register an account with us and set up job agents! We'll email you immediately when jobs like this are posted on our site.