Touch Client Onboarding Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-12
Listing for:
Menlo Ventures
Full Time
position Listed on 2025-12-12
Job specializations:
-
Healthcare
Job Description & How to Apply Below
Location: New York
A financial technology firm in New York is seeking a Client Implementation Specialist to lead the onboarding process for a high-touch client base, focusing on family offices and high-net-worth individuals. The ideal candidate will excel in building relationships, managing multiple workflows independently, and delivering exceptional service. This role is crucial for client success and requires a self-starter with strong communication skills.
Join a rapidly growing team dedicated to improving investment management experiences.
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