6 client onboarding specialist jobs at 5 companies in Ohio
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
1mo
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Retirement Plan Operations Onboarding Specialist
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.
Microsoft Office
1mo
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Onboarding Conversion Specialist | Retirement Plans
North Canton, Ohio, United States
HybridFull Time
3+ YOEHigh school diploma/GED, 3+ years retirement plan industry experience, knowledge of laws/regulations, MS Office (Outlook, Word, Excel, PowerPoint), Concur, Skype, pursuing QPA/QKA, strong communication and client-service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Concur, Skype
4w
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Senior Specialist, Client Service Management
Pittsburgh or Cleveland
$59k-$116k/yr OnsiteFull Time
10+ YOE10+ years experience preferred in client onboarding/account opening within private banking or wealth management; knowledge of KYC, AML, CIP, beneficial ownership, deposit and lending products; strong organization and risk awareness.
6d
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Platform Integration Specialist - Onboarding PM
Omaha or Lehi or Philadelphia or Cincinnati or Kentucky
$31-$46/hr HybridFull Time
6+ YOEBachelor's degree and 6+ years in onboarding, platform integration, or technical operations. Requires API, data integration, workflow optimization, project management, client escalation, and team leadership expertise.
API, AI, automation tools, Cloud Platform, Database Management, Middleware, Software Development
1mo
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Community Re-Entry Specialist- Day Shift- 7a-7p
Chillicothe, Ohio, United States
$17/hr OnsiteFull Time
High school diploma/GED and valid driver's license required; engage clients using cognitive behavioral techniques, monitor client whereabouts, assist with onboarding and structured activities; may require overtime and staffing coverage.