Onboarding Specialist — Fast-Track to Leadership
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-02-18
Listing for:
Retirement Capital
Full Time
position Listed on 2026-02-18
Job specializations:
-
Business
Business Administration, Client Relationship Manager
Job Description & How to Apply Below
A leading financial services firm in South Florida is seeking a Client Onboarding Specialist to ensure a smooth onboarding experience for clients. This entry-level role emphasizes growth into leadership, measuring performance through scorecards and feedback. Candidates should be organized, coachable, and team-focused, thriving in a high-trust environment. Responsibilities include managing onboarding steps, coordinating client interactions, and ensuring documentation compliance. Competitive base salary ranges from $60k to $68k, with growth potential through performance metrics and training.
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