More jobs:
Client & Onboarding Specialist
Job in
Maumee, Lucas County, Ohio, 43537, USA
Listed on 2026-02-21
Listing for:
TFO Wealth Partners
Full Time
position Listed on 2026-02-21
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A financial services firm is seeking a Client Experience Coordinator to ensure a high-level client and adviser experience. The role involves managing the preparation and maintenance of client accounts, coordinating with custodians, and supporting compliance needs. The ideal candidate should have strong communication and organizational skills, attention to detail, and experience with Schwab and Salesforce. A Bachelor's degree is preferred.
This position is pivotal for efficient client onboarding and offboarding processes.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×