Telecommute Client Onboarding Specialist

Job Summary

A full-service financial management firm has an open position for a Telecommute Client Onboarding Specialist.

Must be able to:

• Work directly with clients via videoconference, phone and e-mail
• Act as an initial contact for potential clients to help them achieve their goals and objectives
• Help potential clients understand how custom financial plans can enhance quality of life

Required Skills:

• Bachelor’s degree or higher
• Excellent computer skills, along with the ability to learn in-house software and tools
• Background and experience in the financial services industry
• Client first attitude and professional demeanor
• Superior interpersonal, organizational, and client service skills
• Excellent written and verbal communication skills