Referral & Onboarding Specialist
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-02-21
Listing for:
Focus Financial Partners
Full Time
position Listed on 2026-02-21
Job specializations:
-
Business
Business Administration, Client Relationship Manager
Job Description & How to Apply Below
A leading financial services firm is seeking a Referral Channel Specialist to enhance client experiences. Responsibilities include building relationships with Financial Consultants, ensuring smooth onboarding, and managing client information. The ideal candidate must possess strong communication and problem-solving skills with a minimum of 2 years of administrative experience. Proficiency in Microsoft Suite and Salesforce is required. This position offers a hybrid work model with flexibility to work remotely two days a week.
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