Client Onboarding & Lead
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-22
Listing for:
Rk-Partners
Full Time
position Listed on 2026-06-22
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Rk-Partners is seeking a Client Onboarding Specialist in Chicago to provide dedicated operational and client support during the onboarding process. You will manage new client onboarding, coordinate account paperwork, and serve as the primary contact.
The ideal candidate has at least 2 years of experience in client service within financial services, alongside familiarity with platforms like Salesforce and Addepar. Exceptional organizational skills are a must.
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