Wealth Onboarding & Accounts Specialist
Job in
St. George, Saint George, Washington County, Utah, 84770, USA
Listed on 2026-06-09
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm is seeking an Onboarding Specialist to provide support to Financial Planners, ensuring smooth onboarding of new clients and account management. The ideal candidate will have a background in financial services, strong client service and communication skills, and be adept at handling multiple tasks. Responsibilities include managing client accounts, monitoring transactions, and ensuring compliance with regulations.
This role offers a competitive salary and bonus opportunities based on the performance and client relationship success.
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