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Hybrid Fund Services Onboarding Specialist

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-02-11
Job specializations:
  • Business
Job Description & How to Apply Below
A leading financial institution in Arizona seeks an onboarding specialist to facilitate client transitions and manage onboarding events for investment products. The successful candidate should have a Bachelor's degree and at least 10 years of project management experience. Responsibilities include leading client calls, validating documentation, and communicating effectively with relationship managers. The role offers a hybrid work schedule and comprehensive benefits, including healthcare and retirement plans.
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