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Client Success & Onboarding Specialist
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-07-14
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-07-14
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM, Customer Service Rep, HelpDesk/Support
Job Description & How to Apply Below
Cetera Financial Group seeks a Client Service Specialist to deliver exceptional client experiences and support client relationship growth. At least 1 year in client relationship management or financial services customer support is required.
You will onboard clients, ensure accurate documentation, and maintain service excellence. Responsibilities include coordinating with Wealth Managers, managing CRM data entry, and guiding clients through services, with a focus on accuracy and compliance.
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