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Wealth Client Onboarding Specialist

Job in Bedford, Hillsborough County, New Hampshire, 03110, USA
Listing for: Grayling Associates
Full Time position
Listed on 2026-02-20
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Bilingual
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in New Hampshire is seeking a Client Service Associate to facilitate client onboarding and ensure a seamless experience for new clients. This role involves providing professional responses to client inquiries, supporting advisors during meetings, and using technology to enhance service efficiency. Ideal candidates will have strong organizational skills, at least 3 years of client onboarding experience, and a commitment to delivering exceptional client service.
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