Senior Client Onboarding Specialist
VirtualVocationsMiami, Florida, United StatesHace 1 día
Tipo de contrato
- A tiempo completo
Descripción del trabajo
A company is looking for a Senior Client Onboarding Specialist to manage the onboarding process for investment clients and Financial Advisors in a remote environment.
Key Responsibilities
Facilitate client onboarding calls and assist high net worth clients with necessary documentation
Handle account opening, transfers, and cash management functions
Perform daily reviews of outstanding work to ensure timely processing and positive customer experience
Required Qualifications
High school diploma or GED required; Bachelor's degree preferred
Minimum 2 years of experience in financial services operations or customer service
Comprehensive understanding of investment products and client service functions
Proficiency with Salesforce and other digital tools in a remote environment
Crear una alerta de empleo para esta búsqueda
Onboarding Specialist • Miami, Florida, United States
Ofertas relacionadas
A TAG HEUER CLIENT ADVISOR IS….A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION.
Plays a central role on the sales floor, ...Mostrar másÚltima actualización: hace más de 30 días
Med is a pioneering digital-health leader built on its Empathetic AI Population Health Platform.Our primary mission is to provide large employers, state / federal governments, unions, and payers with...Mostrar másÚltima actualización: hace 7 días
We are seeking a Provider Relations Account Executive to join our team at Independent Living Systems (ILS).ILS, along with its affiliated health plans known as Florida Community Care and Florida Co...Mostrar másÚltima actualización: hace más de 30 días
Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and clean, with a high signal to noise ratio.Mostrar másÚltima actualización: hace más de 30 días
Client Advisor - Luxury Retail (Hollywood, FL).Are you ready to transcend the transaction and build a legacy of luxury?.This is more than a sales role—you are the face of our brand, crafting person...Mostrar másÚltima actualización: hace 9 horas
A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION.
Plays a central role on the sales floor, increasing boutique sales and a...Mostrar másÚltima actualización: hace 22 días This is the job title and description.No extra metadata, links, buttons, or any other irrelevant information has been included.
The focus is on the core content of the job post.Mostrar másÚltima actualización: hace más de 30 días 
Team-oriented and possesses the ability to work cross-functionally with other groups.Strong organization, prioritization and time management skills.
highly attentive to detail.Ability to work acros...Mostrar másÚltima actualización: hace más de 30 días
Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What's Right throughout the last ...Mostrar másÚltima actualización: hace 14 días
Client Advisor - Luxury Retail (Hollywood, FL).Are you ready to transcend the transaction and build a legacy of luxury?.This is more than a sales roleyou are the face of our brand, crafting persona...Mostrar másÚltima actualización: hace 5 horas
Position Summary Our Client Advisors are the face of the Company, responsible for delivering world-class service that transcends the transactional.
This role is ideal for individuals with a hospital...Mostrar másÚltima actualización: hace más de 30 días
If you are a Dream-maker, this is the place for you.Together, we'll create the real fabric of Gucci.A community of people united by the same passion : breaking new ground in the fashion world and be...Mostrar másÚltima actualización: hace 5 días
Alexander McQueen Client Advisor.Alexander McQueen is a British luxury fashion house founded by Lee Alexander McQueen in 1992.
The house is known for uncompromising quality and creative vision.The A...Mostrar másÚltima actualización: hace más de 30 días If you are a Dream-maker, this is the place for you.Together, we'll create the real fabric of Gucci.A community of people united by the same passion : breaking new ground in the fashion world and be...Mostrar másÚltima actualización: hace más de 30 días 
As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand.
You are an expert on styling and fashion, with a t...Mostrar másÚltima actualización: hace más de 30 días
If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be! Searching for someone that has experience gathering client reviews face-to-face, ...Mostrar másÚltima actualización: hace 14 días
Wix Enterprise is looking for an Account Executive to help us close mid-market deals.On a day-to-day basis, you will : .Own and manage the full new business sales cycle for mid-market prospects&mdash...Mostrar másÚltima actualización: hace 24 días Alexander McQ Trading Client Advisor.Alexander McQueen is a British luxury fashion house founded by Lee Alexander McQueen in 1992.
In 2001, the house joined the Kering Group and, since December 2023...Mostrar másÚltima actualización: hace más de 30 días 
Regional Recruiter Client Specific.Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose.While working in a ...Mostrar másÚltima actualización: hace 6 días
Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities.
Our legacy of innovating and our culture of Bel...Mostrar másÚltima actualización: hace más de 30 días
- Oferta promocionada
Full-time Client Advisor - Aventura
TAG HeuerMiami, FL, United StatesA tiempo completo
- Oferta promocionada
Client Success Manager
eMed, LLCMiami, FL, USA tiempo completo
- Oferta promocionada
Provider Relations Account Executive
Independent Living SystemsMiami, FL, USA tiempo completo
- Oferta promocionada
Client Advisor - Coral Gables
Tiffany & Co.Miami, FL, USA tiempo completo
- Oferta promocionada
- Nueva oferta
Client Advisor
PrismHRHollywood, FL, United StatesA tiempo completo
- Oferta promocionada
Full-time Client Advisor - Aventura (Miami)
TAG HeuerMiami, FL, USA tiempo completo +1
- Oferta promocionada
Client Advisor - Bal Harbour
Tiffany & Co.Miami Beach, FL, USA tiempo completo
- Oferta promocionada
Client Advisor - DadelandMiami
RebagMiami, FL, USA tiempo completo
- Oferta promocionada
Pre-Owned Client Advisor - BMW Fort Lauderdale
Holman Automotive GroupFort Lauderdale, FL, USA tiempo completo +1
- Oferta promocionada
- Nueva oferta
Client Advisor (Hollywood)
PrismHRHollywood, FL, USA tiempo parcial
- Oferta promocionada
Client Advisor - Hollywood, FL
VensureHollywood, FL, USA tiempo completo
- Oferta promocionada
GUCCI Senior Client Advisor - Dadeland
KeringMiami, FL, USA tiempo completo
- Oferta promocionada
MCQUEEN Client Advisor, Bal Harbour
Alexander McQueenMiami Beach, FL, USA tiempo completo
- Oferta promocionada
GUCCI Senior Client Advisor - Bal Harbour
KeringMiami Beach, FL, USA tiempo completo
- Oferta promocionada
Client Advisor - Aventura
Gap Inc.Miami, FL, USA tiempo completo
- Oferta promocionada
Client Success Specialist
Guerra Wealth AdvisorsMiami, FL, USA tiempo completo
- Oferta promocionada
Account Executive, Mid Market
WixMiami, FL, USA tiempo completo
- Oferta promocionada
MCQUEEN Client Advisor, Bal Harbour
KeringMiami Beach, FL, USA tiempo completo
- Oferta promocionada
Regional Recruiter Client Specific
Allied UniversalFort Lauderdale, FL, United StatesA tiempo completo
- Oferta promocionada
Precious Jewelry Client Advisor - Bal Harbour
Neiman MarcusMiami Beach, FL, USA tiempo completo