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Elite White-Glove Client Onboarding Specialist

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: W.A. Smith Financial Group
Full Time position
Listed on 2026-03-15
Job specializations:
  • Sales
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 55000 - 65000 USD Yearly USD 55000.00 65000.00 YEAR
Job Description & How to Apply Below
A reputable financial advisory firm in Sheffield Village, OH is looking for a high-level Onboarding Specialist dedicated to delivering a white-glove client onboarding experience. The role demands exceptional client service and organizational skills, with responsibilities including managing documentation and ensuring timely account transfers. The ideal candidate possesses strong follow-through habits, and proficiency in CRM systems like Salesforce is preferred. This position offers a salary between $55k and $65k annually, alongside comprehensive benefits including health insurance and a 401(k) plan.
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