Senior Client Onboarding Specialist
VirtualVocationsAlexandria, Virginia, United States1 day ago
Job type
- Full-time
Job description
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
Create a job alert for this search
Onboarding Specialist • Alexandria, Virginia, United States
Related jobs
Location : In-Office (Mid-Atlantic HQ).Travel : 10–30% within PA, MD, DC, VA, NC.Department : Sales | Reports to : CEO.Compensation : $90,000 - $130,000 base, $180,000 – 220,000 on target ea...Show moreLast updated: 30+ days ago
Accelion is a Great Place to Work Certified company!.First year expected total compensation between $60,000 and $75,000, including guaranteed base ($45,000) and unlimited incentives.Flexible full-t...Show moreLast updated: 20 days ago
Arrow needs Sales and Marketing leaders that know how to build lasting business relationships.These positions will help deploy gaming products that will allow fraternal organizations achieve financ...Show moreLast updated: 30+ days ago
Customer Onboarding Specialist - MerusCase.Paradigm offers a suite of legal practice software solutions that help lawyers manage, automate, and grow their firms.
More than 50,000 lawyers across 170 ...Show moreLast updated: 30+ days ago
SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done.
Since 2007, we've been the partner dea...Show moreLast updated: 20 days ago
Over the past several years we have undergone a great deal of positive change and growth to become the company we are today.
Our global footprint now spans multiple countries, giving our employees t...Show moreLast updated: 30+ days ago
Term Duration : 4 years 0 months.Recruitment Type : Local Recruitment.Location : Washington, DC, United States.Closing Date : 10 / 20 / 2025 (MM / DD / YYYY) at 11 : 59pm UTC.Show moreLast updated: 7 days ago
When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives.
Not only will you build meaningful relationships wi...Show moreLast updated: 30+ days ago
The C&I Relationship Manager IV assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio.
The Relationship Manager is responsible for marketing a...Show moreLast updated: 30+ days ago
Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm.As part of this program, Associates will develop the skills and experience to work with some of t...Show moreLast updated: 30+ days ago
Full-Time | Base + Bonuses | Growth-Focused Company.Home Genius Exteriors is one of the fastest-growing home remodeling companies in the U.
M to $200M+ in just five years.Our mission is simple deli...Show moreLast updated: 7 hours ago
Customer Onboarding Specialist to project manage the onboarding process and data integrations for new Version2.This individual must bring expertise and a background in working with Advancement Data...Show moreLast updated: 30+ days ago Customer Onboarding Specialist - PracticePanther.Paradigm offers a suite of legal practice software solutions that help lawyers manage, automate, and grow their firms.
More than 50,000 lawyers acros...Show moreLast updated: 30+ days ago 
Acumatica Client Success - Senior.CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities throug...Show moreLast updated: 30+ days ago
Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments.
Our award-winning team specializes in deliverin...Show moreLast updated: 5 days ago
FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...Show moreLast updated: 30+ days ago
Client Relationship Executive (CRE) at Steampunk.The Client Relationship Executive (CRE) at Steampunk is responsible for identifying, cultivating, and advancing customer relationships that directly...Show moreLast updated: 30+ days ago
Senior Sales Account Executive.Join us as Senior Sales Account Executive, where you'll drive our new business strategy and build strong customer relationships to boost sales of our technology solut...Show moreLast updated: 30+ days ago Accelion is a Great Place to Work Certified company!.First year expected total compensation between $60,000 and $75,000, including guaranteed base ($45,000) and unlimited incentives.Flexible full-t...Show moreLast updated: 20 days ago 
BluShark Digital is a leading digital marketing agency dedicated to providing innovative and results-driven Search Engine Optimization (SEO) solutions for businesses.
Initially established in the le...Show moreLast updated: 14 days ago
- Promoted
Practice Account Executive
PEAKE Technology Partners, LLCBowie, MD, USFull-time
- Promoted
Account Executive - Woodbridge, VA
AccelionWoodbridge, VA, USFull-time
- Promoted
Account Executive, eGaming - Alexandria / Fredericksburg, VA
Arrow International IncFredericksburg, VA, USFull-time
- Promoted
Customer Onboarding Specialist - MerusCaseUnited States
ParadigmWashington, DC, USFull-time
- Promoted
Deal Onboarding Associate
SRS AcquiomWashington, DC, USFull-time
- Promoted
Client Consultant
Confluence TechnologiesWashington, DC, USFull-time
- Promoted
HR Analyst, Client Services
World Bank GroupWashington, DC, USFull-time
- Promoted
Job Area Dir Business Development
Sunrise Senior LivingFalls Church, VA, USFull-time
- Promoted
C&I Relationship Manager IV (Hybrid Central, VA)
Atlantic Union BankFredericksburg, VA, United StatesFull-time
- Promoted
Associate, Client Advisory
PathstonePotomac, MD, USFull-time
- Promoted
- New!
Entry Level Sales Recruiter
Home Genius ExteriorsWashington, DC, USFull-time
- Promoted
Version2. ai Customer Onboarding Specialist
GivzeyWashington, DC, USFull-time
- Promoted
Customer Onboarding Specialist - PracticePantherUnited States
ParadigmWashington, DC, USFull-time
- Promoted
Client Success Senior - Acumatica
CliftonLarsonAllenWashington, DC, USFull-time
- Promoted
Audio-Visual Workplace - Enterprise Account Executive
DiversifiedAlexandria, VA, United StatesFull-time
- Promoted
Remote Opportunity - Explore Side Hustles & Earn Extra Income
Finance BuzzFredericksburg, Virginia, USRemote
Temporary
- Promoted
Job Client Relationship Executive
SteampunkFalls Church, VA, USFull-time
- Promoted
Job Senior Sales Account Executive
Sharp Electronics CorporationFalls Church, VA, USFull-time
- Promoted
Account Executive - Fredericksburg, VA
AccelionFredericksburg, VA, USFull-time
- Promoted
Client Onboarding Specialist
BluShark DigitalWashington, DC, USFull-time