Job Summary

A company is looking for a Client Experience & Onboarding Specialist.

Key Responsibilities:

• Responding to customer requests via phone and email, providing tools and information for account management
• Servicing existing client needs, including addressing inquiries, account maintenance, and client appointments
• Liaising with Custodians to resolve client inquiries and manage account transfers

Required Qualifications:

• Series 65 or equivalent license permitting personalized investing advice
• Fluency in brokerage account types and investing principles
• Adaptability, flexibility, and ability to manage multiple projects
• Technical savvy to assist with computer and smartphone issues
• Degree in Business Administration, Finance, Economics, or related fields