4 client onboarding specialist jobs at 4 companies in Union, IL
3w
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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
5d
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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
1mo
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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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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