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Remote Onboarding Specialist - Financial Services

Remote / Online - Candidates ideally in
Mount Pleasant, Charleston County, South Carolina, 29464, USA
Listing for: Apex Systems
Remote/Work from Home position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services staffing agency is seeking an Onboarding Specialist to work 100% remotely. The selected candidate will need strong customer service and communication skills, experience in the financial services industry, and proficiency with Smartsheet and Excel. Responsibilities include engaging with advisors, managing onboarding materials, and conducting daily reporting. A range of supplemental benefits is offered, ensuring a supportive environment for employees.
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