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Client Relationship Manager Customer Success Mgr./ CSM

Client Onboarding & Sales Support Specialist

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Equity Trust Company
Full Time position
Listed on 2025-12-09
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Success Mgr./ CSM
  • Business
    Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
A financial services provider is seeking an Onboarding Specialist to establish client relationships and ensure a smooth onboarding process for new accounts. The role requires delivering exceptional client service, coordinating asset transfers, and collaborating with sales and operations teams. Candidates should have an associate degree or relevant experience and strong customer service skills. Competitive compensation and a hybrid work schedule available after probation.
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