Remote Wealth Management Client Onboarding Specialist
Remote / Online - Candidates ideally in
Hilo, Hawaii County, Hawaii, 96720, USA
Listed on 2026-06-16
Hilo, Hawaii County, Hawaii, 96720, USA
Listing for:
Oakwell Private Wealth Management LLC
Remote/Work from Home
position Listed on 2026-06-16
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Oakwell Private Wealth Management LLC is looking for a Fully Remote Client Service Onboarding Specialist to enhance client relationships through comprehensive financial planning. This remote role requires at least 3 years of experience in wealth management and offers a competitive salary ranging from $65K to $80K plus bonuses.
Responsibilities include onboarding new clients, responding to requests with accuracy, and maintaining client data. The company fosters a collaborative environment and values employee input for continuous improvement.
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