Description
The Client Onboarding Manager is responsible for delivering a seamless onboarding experience for new clients and their team members, managing the full onboarding process, serving as the primary point of contact, coordinating client engagement activities, facilitating training, collecting feedback, and leading newly onboarded frontline team members. The role requires strong organizational, communication, and problem-solving skills, proficiency with CRM tools, and at least 3 years of experience in client services or a related field within the financial services industry. Benefits include HMO coverage, dental and optical benefits, paid vacation, educational assistance, and provided training/equipment with a fixed Monday to Friday schedule.
