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8 client onboarding specialist jobs at 8 companies in Markham, IL

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Client Onboarding Specialist
Northbrook, Illinois, United States
$36-$41/hr HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
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
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Client Onboarding Specialist
Chicago or Royal Oak or New York City or San Francisco
$47k-$67k/yr HybridFull Time
SpotOn
SpotOn: Private restaurant technology and financial services providing point-of-sale, ordering, reservations, labor, and payment tools to operators.
2+ YOE2+ years customer success experience, bachelor\u0002s degree required, executive communication, project management, Salesforce familiarity, strong analytical and stakeholder coordination skills.
Salesforce
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Client Onboarding Specialist
New Orleans or Chicago
$50k-$65k/yr OnsiteFull Time
Republic Business Credit
Republic Business CreditNYSE: RNST: Southeastern commercial bank serving consumers and businesses
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
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Onboarding Specialist
Chicago, Illinois, United States
$21/hr OnsiteFull Time
MH Sub I, LLC
MH Sub I, LLC: Private online media and software serving consumers, professionals, and businesses across health, legal, automotive, and home/travel.
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.
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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
Inspira Financial
Inspira Financial: Privately owned financial-services administrator serving employers, institutions, advisors, and individuals with health, wealth, retirement, and benefits solutions.
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
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Client Data Specialist, Services and Onboarding
Chicago or Denver or Indianapolis or Austin
$65k-$80k/yr RemoteFull Time
Visible
Visible: B2B SaaS platform helping startup founders and venture capital investors raise capital, manage relationships, and monitor portfolios.
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
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Scheduling Specialist
Dyer, Indiana, United States
OnsiteFull Time
Caravel Autism Health
Caravel Autism Health: Provides specialized autism therapy services and early intervention programs.
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
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Director, Solutions Specialist - Structured Finance
New York City or Chicago or San Francisco
$136k-$197k/yr OnsiteFull Time
Moody's Analytics
Moody's Analytics: Financial intelligence and risk-analytics provider serving capital markets, businesses, governments, and financial institutions.
5+ YOE5+ years in structured finance, securitization analytics, or client-facing financial services; structured credit expertise; client demonstrations, RFP/RFI, onboarding, and communication skills; bachelor's degree required.
Moody's Structured Finance Portal, Structured Finance Workstation, CDONet, Bloomberg, Trepp
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