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Client Onboarding Senior Manager

Company: VirtualVocations
Location: Richmond
Posted on: February 10, 2024

Job Description:

A company is looking for a Senior Manager Client Onboarding for a remote nationwide position.
Key Responsibilities:

Manage the onboarding experience for new investment clients, ensuring efficiency and a positive client experience
Interact with clients through various communication methods, addressing and resolving service issues
Lead and develop a team of Client Onboarding Specialists, including recruiting, training, and performance management

Required Qualifications:

Bachelor's Degree in a related field or equivalent experience
Minimum of 2 years' experience in financial services
Series 7 and 24 permitted
Deep knowledge of wealth management money movement systems
Intermediate experience with Microsoft Office Suite and CRM systems

Keywords: VirtualVocations, Richmond , Client Onboarding Senior Manager, Executive , Richmond, Virginia

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