More jobs:
Field- Onboarding Ops Specialist; Financial Services
Job in
Surprise, Maricopa County, Arizona, 85379, USA
Listed on 2026-08-26
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-26
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management
Job Description & How to Apply Below
Jobtailor is seeking an Onboarding Specialist to travel to advisor offices to deliver hands-on operational training and ongoing support for onboarding processes. This role requires strong organizational skills and the ability to manage multiple tasks in a fast-paced financial-services environment.
You will serve as the primary contact during onboarding engagements, address account setup questions, and lead training sessions on Advisor Complete, onboarding workflows, and documentation
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