Hybrid Client Onboarding & Success Specialist
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-05-02
Listing for:
Equity Trust
Full Time
position Listed on 2026-05-02
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM, Bilingual, Bank Customer Service
Job Description & How to Apply Below
Equity Trust in Westlake, TX is seeking an Onboarding Specialist to facilitate new client relationships and ensure successful account funding. This hybrid position entails extensive interaction with clients, requiring exceptional communication and customer service skills. Candidates should have at least three years of customer service experience and ideally possess knowledge of retirement products or financial services. Proficiency in Microsoft Office is also essential.
Join us to help enhance client satisfaction and loyalty.
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