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Touch Client Onboarding Concierge
Job in
Santa Clarita, Los Angeles County, California, 91382, USA
Listed on 2026-01-12
Listing for:
VANCE WEALTH
Full Time
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A financial services firm is seeking an Onboarding Specialist to ensure clients experience a smooth transition into partnership. This entry-level role involves managing client interactions, coordinating onboarding processes, and ensuring accuracy in CRM records. The ideal candidate will have strong communication and multitasking skills and a passion for client care. This full-time position is based in Santa Clarita, California, offering an opportunity to grow within an engaging team.
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