10 client onboarding specialist jobs at 10 companies in Berkeley, IL
6d
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Client Onboarding Specalist
Chicago, Illinois, United States
$61k-$100k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years in financial services, operations, onboarding, client service, or project management; strong organization, communication, problem-solving, accuracy, and stakeholder presentation skills.
dashboards
2w
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Client Onboarding Specialist
Northbrook, Illinois, United States
$36-$41/hr HybridFull Time
2+ YOE2+ years RIA or financial services operations experience; Series 65/66 preferred; familiarity with custodial and advisory documentation; strong attention to detail and communication.
Schwab, Fidelity, LPL Financial, Envestnet, SEI, AssetMark, Orion Portfolio Solutions, Orion, Dispatch, Microsoft Dynamics CRM
3w
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Client Onboarding Specialist
Chicago or Royal Oak or New York City or San Francisco
$47k-$67k/yr HybridFull Time
2+ YOE2+ years customer success experience, bachelor\u0002s degree required, executive communication, project management, Salesforce familiarity, strong analytical and stakeholder coordination skills.
Salesforce
1mo
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Client Onboarding Specialist
New Orleans or Chicago
$50k-$65k/yr OnsiteFull Time
2+ YOEBachelor’s degree, 2+ years related experience, strong communication and problem-solving, Microsoft Office and Google Suite proficiency, ability to travel including overnight.
Microsoft Word, Microsoft Excel, Google Mail, Google Docs, Google Sheets, Google Drive
1mo
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Onboarding Specialist
Chicago, Illinois, United States
$21/hr OnsiteFull Time
Experience in client onboarding or account management, strong communication, organization, time-management, multitasking across 20–40 clients, customer-service orientation, and basic website/template familiarity.
1d
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Sr. Onboarding Specialist - SaaS (Remote)
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$80k-$100k/yr RemoteFull Time
5+ YOERequires 5 years of client service or relationship management experience, strong communication and problem-solving skills, Microsoft Office proficiency, and Consumer Directed Health Benefits experience. College degree preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
2w
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Client Data Specialist, Services and Onboarding
Chicago or Denver or Indianapolis or Austin
$65k-$80k/yr RemoteFull Time
1+ YOE1+ year working with financial/operational data, bachelor’s in finance/accounting/economics or related, strong Excel/Google Sheets skills, excellent communication, self-starter, experience with AI tooling or VC/PE is a plus.
Microsoft Excel, Google Sheets, Visible
3w
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Bilingual Client Access Specialist
Waukegan, Illinois, United States
$18-$19/hr OnsitePart Time
2+ YOEFront‑desk client-facing role requiring EMR proficiency, check-in/onboarding, payment processing, HIPAA-compliant record handling, strong communication and organizational skills.
Electronic Medical Records (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
3w
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Scheduling Specialist
Dyer, Indiana, United States
OnsiteFull Time
1+ YOEPerforms scheduling, client onboarding, phone and front-desk duties; high school/GED and 1+ year administrative or client-facing experience in medical/therapeutic setting; HIPAA knowledge required.
Relias
3w
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Staffing Specialist
Glendale Heights, Illinois, United States
$20-$26/hr OnsiteFull Time
1+ YOE1+ years supervisory experience in customer service or sales, excellent written and verbal communication, Microsoft Office proficiency, reliable transportation for client visits; interview, onboard, and screen candidates.
Microsoft Office