Hybrid Client Onboarding Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-15
Listing for:
Loomis, Sayles & Company
Full Time
position Listed on 2026-06-15
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Loomis, Sayles & Company is hiring a Client Intake Specialist to deliver high-quality onboarding experiences for clients. In this role, you will be the primary point of contact, assisting clients and ensuring that all onboarding requirements are completed accurately and timely.
Your responsibilities include overseeing the onboarding process, collaborating with multiple internal teams, and maintaining detailed records. The position requires a Series 7 License and emphasizes a client-focused mindset with strong communication skills.
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