Financial Advisor Support & Client Onboarding Specialist

A leading financial services firm is seeking an Administrative Assistant to manage client onboarding and servicing efficiently. In this role, you will support Financial Advisors by preparing materials for client meetings, managing schedules, and ensuring smooth communication with clients. Candidates should have an associate's degree and some prior experience, preferably in a financial setting. Strong organizational skills and attention to detail are essential for success in this dynamic environment.
This posting is for the Financial Advisor Support & Client Onboarding Specialist role at Renaissance Financial, based in Overland Park, KS, United States. Full responsibilities and requirements are described in the listing above. Learn more about the Financial Advisor Support & Client Onboarding Specialist role in the description above. We appreciate your interest in this position. Join Renaissance Financial and contribute to our ongoing work.