Senior Client Onboarding Specialist
VirtualVocationsLouisville, Kentucky, 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 • Louisville, Kentucky, United States
Related jobs
At ADP we are driven by your success.We engage your unique talents and perspectives.We welcome your ideas on how to do things differently and better.
In your efforts to achieve, learn and grow, we s...Show moreLast updated: 30+ days ago
Machinify is a leading healthcare intelligence company with expertise across the payment continuum, delivering unmatched value, transparency, and efficiency to health plan clients across the countr...Show moreLast updated: 14 days ago
When joining Leap Group, you're joining a team that is passionate, innovative, and connected.Some words we've heard our teammates use to describe our culture are welcoming, collaborative, flexible,...Show moreLast updated: 8 days ago
Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms.Our rapid growth has made us a magnet for leading firms nationwide, eager to join our re...Show moreLast updated: 30+ days ago
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show moreLast updated: 7 days ago
Virtual Peaker is looking for a Senior Client Account Manager who will help solve the climate crisis by supporting our mission of building the utility of the future.
The intermittent nature of wind ...Show moreLast updated: 30+ days ago At ADP we are driven by your success.We engage your unique talents and perspectives.We welcome your ideas on how to do things differently and better.
In your efforts to achieve, learn and grow, we s...Show moreLast updated: 30+ days ago 
Market Client Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...Show moreLast updated: 30+ days ago
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.
If you enjoy building strong relationships with clients, then look n...Show moreLast updated: 30+ days ago
Client Engagement Coordinator.Assists with the account work for a large team of Sales Professionals by supporting transactions for complex or high-yield accounts.
Communicates frequently with agent...Show moreLast updated: 13 days ago
Mad Events is a creative marketing and consulting firm partnering with Fortune 500 companies and major nonprofit organizations.
Our team delivers high-energy, results-driven campaigns that emphasize...Show moreLast updated: 17 hours ago
At RSS Technology Solutions, we take pride in supporting our teams with timely, efficient, and professional technical coordination.
We are currently seeking an Account Specialist to join our Client ...Show moreLast updated: 30+ days ago
Client Relationship Management Coordinator.LHH Recruitment Solutions is seeking a Client Relationship Management Coordinator to support our clients' large team of sales professionals.This position ...Show moreLast updated: 11 days ago
On-Site Customer Account Specialist.Robinson is looking for an On-Site Customer Account Specialist to support one of our key customers.
You'll deliver prompt, efficient customer service to both inte...Show moreLast updated: 12 days ago
Mad Events is a creative marketing and consulting firm partnering with Fortune 500 companies and major nonprofit organizations.
Our team delivers high-energy, results-driven campaigns that emphasize...Show moreLast updated: 13 hours ago
Client Partner, Enterprise Sales.At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.
All team members receive a competitive b...Show moreLast updated: 30+ days ago
At ADP we are driven by your success.We engage your unique talents and perspectives.We welcome your ideas on how to do things differently and better.
In your efforts to achieve, learn and grow, we s...Show moreLast updated: 30+ days ago
Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels to provide the best possible counsel while adapting a digital ...Show moreLast updated: 8 days ago
Bring your personality to the Malone team! Go-getter.If that sounds like you, consider joining us for our mission.At Malone, there is nothing we love more than helping people and companies connect ...Show moreLast updated: 3 days ago
Benefit Client Engagement Coordinator.Do you have a background and understanding of the operations, flow, and systems of large corporate HR Benefits? Do you thrive in reading, researching, problem-...Show moreLast updated: 8 days ago
Client Support Specialist
ADPLouisville, KY, United StatesFull-time
- Promoted
Client Success Manager
The Rawlings GroupLa Grange, KY, USFull-time
Senior Director of Client Services
Leap Group NetworkLouisville, Kentucky, United States, 40299Full-time
- Promoted
Client Manager
Crete Professionals AllianceLouisville, KY, USFull-time
- Promoted
Client Relationship Consultant 1-4 (Banker) - Louisville - KYCategoryBranch BankingJob Id2025-0024157LocationLouisville, KY, United StatesPosting Start Date10 / 06 / 2025Anticipated Posting End Date01 / 06 / 2026Job TypeFull time
US BankLouisville, KY, USFull-time
- Promoted
Senior Client Account Manager
Virtual PeakerLouisville, KY, USFull-time
Client Support Specialist - Now Hiring!
ADPLouisville, KY, United StatesFull-time
- Promoted
Merrill Market Client Relationship Manager
Bank of AmericaLouisville, KY, USFull-time
- Promoted
Client Service Associate
Jackson HewittRadcliff, KY, USFull-time
- Promoted
Client Engagement Coordinator
HireTalentLouisville, KY, USFull-time
- Promoted
- New!
Client Relations Specialist
Mad EventsLouisville, KY, United StatesFull-time +1
Client Services Specialist
ThriveJeffersontown, Kentucky, USFull-time
Quick Apply
- Promoted
Client Relationship Management - Coordinator
LHHLouisville, KY, USFull-time
- Promoted
Customer Account Specialist - On Site
CH RobinsonShepherdsville, KY, USFull-time
- Promoted
- New!
Client Relations Specialist (Louisville)
Mad EventsLouisville, KY, USFull-time +1
- Promoted
Client Partner, Enterprise Sales - Louisville, KY Based
T Mobile USLouisville, KY, USFull-time +1
- Promoted
Client Support Specialist
Automatic Data ProcessingLouisville, KY, USFull-time
- Promoted
Client Relationship Consultant 1-4 (Banker) - Louisville - KY
U.S. BancorpLouisville, KY, USFull-time
- Promoted
Client Services Manager
Malone Workforce SolutionsLouisville, KY, USFull-time
- Promoted
Client Engagement Coordinator
RandstadLouisville, KY, USFull-time