Financial Client Onboarding Specialist

Title: Client Onboarding Licensed Approver Duration: 12 month contract (possible extensions, possible direct hire) PR: 45hr - 50hr Location: Dallas, TX A large Financial client is looking for a Client Onboarding Licensed Approver to sit in their Salt Lake or Dallas Office. This person will be assisting ultra high wealth clients with the process of becoming...

Job Description: Intake and Onboarding SpecialistThe Katie L. Lewis, P.C. Family Law team is seeking an organized and detail-oriented Intake and Onboarding Specialist to join our team. As an Intake and Onboarding Specialist, you will be responsible for managing the intake process, organizing paperwork, and performing data entry in our case management...

MORE ABOUT THIS SKILLSET Teams work together to provide an exceptional client experience in order to help our clients achieve their financial goals. Our client/customer service and onboarding support professionals across the firm demonstrate an unwav Client Service, Associate, Support, Onboarding, Operations, Payment Processing, Banking, Business Services

About Our OpportunityWe're looking for passionate individuals who want to make a difference in people's lives by helping them achieve financial freedom. As a Term Life Specialist, you'll play a crucial role in empowering professionals to secure their futures and live a life filled with purpose, passion, and fulfillment.Key Responsibilities:Build strong...

Job OverviewSpectrum Financial Group is a leading financial services company driven to help people feel more secure and prepared for their financial future.We are seeking a skilled Digital Engagement and Onboarding Specialist to join our recruiting team.This role involves identifying, connecting with, and inviting suitable candidates for Financial...

About the RoleThis Benefits Onboarding Specialist role is ideal for an individual who is detail-oriented, organized, and able to work independently in a fast-paced environment.The successful candidate will have a strong understanding of benefits compliance and the ability to communicate complex information to clients and employees.We offer a fully remote...

About the RoleThis Senior Client Intake Specialist position is responsible for screening telephone calls, persistently monitoring potential new client inquiries, and updating logs and reporting systems to reflect status of all potential new clients.Additional responsibilities include conducting potential new client interviews with genuine empathy and...

**Career Opportunity:**We are seeking a highly motivated Financial Services Specialist to join our team. In this role, you will be responsible for developing strong relationships with clients, identifying their financial needs, and recommending personalized solutions.**Estimated Salary:** $1,200-$2,000 per week (negotiable), depending on experience and...

As a Senior Financial Relationship Specialist at Truist Financial Corporation, you will be responsible for providing an exceptional client service experience both in person and over the phone through the development and expansion of new and existing client relationships. With a strong focus on financial solutions, you will provide clients with tailored...

Job OverviewHilltop Securities is seeking a highly skilled Financial Professional Onboarding Coordinator to join our Wealth Management team. As a key member of our operations team, you will play a critical role in ensuring the successful transition of new advisors into our network.Key ResponsibilitiesManage new advisor onboarding process, including...

Job OverviewWe are seeking an experienced Client Relationship Specialist to join our team at Apex Fintech Solutions. As a key member of our organization, you will be responsible for delivering a continuous flow of business-building ideas, while securing relationship and performance feedback from senior level client contacts. You will have the opportunity to...

Contract to Permanent role! Required Skills and Experience *Obtains Series 9 and 10-Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk...

Contract to Permanent role! Required Skills and Experience *Obtains Series 9 and 10-Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk...

Job DescriptionJob DescriptionClient Relations SpecialistOur team is passionate about ensuring our clients have the best possible experience, and we are seeking a dedicated Client Relations Specialist to join our growing team.Job Description: We are looking for a remote Client Relations Specialist who will be responsible for ensuring an exceptional...

We are seeking a highly skilled Financial Transaction Specialist to join our team at Triumph Financial. This role is responsible for processing all accounts payable transactions, including invoice processing, payment processing, and related reporting.Job SummaryThe ideal candidate will have 2-4 years of experience with accounts payable modules and general...

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we...

Job SummaryWe are seeking a Financial Institution Specialist to join our team at Goldman Sachs. As a key member of the Corporate Treasury group, you will play a critical role in managing the firm's financial resources and strategic initiatives across the firm. The ideal candidate will have a strong analytical background, excellent written and spoken...

Take Your Network to the Next LevelAre you a driven and ambitious individual looking to turn your network into a valuable income source? Look no further than EmpowerHer Financial Group's Tax Referral Agent program. As a member of our team, you'll have the opportunity to leverage your existing networks and build new relationships to refer individuals in need...

Contract to Permanent role! Required Skills and Experience *Obtains Series 9 and 10-Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications- Technical and detail oriented- Margin experience- Legal structure experience and experience with documentation review- Experience with state code, planning, and risk...

About This RoleWe're seeking a highly skilled Client Support Specialist to join our team at Care.com. In this role, you'll work closely with our sales team to onboard new clients and provide exceptional support to ensure their success.