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3 client onboarding specialist jobs at 3 companies in Upton, MA

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Customer Onboarding Specialist
Newton, Massachusetts, United States
$60k-$66k/yr HybridFull Time
Informa
InformaLondon Stock Exchange: INF: Organizing international business events and publishing academic research journals
1+ YOEBachelor's degree,1+ years customer-facing experience (1-3 preferred), SaaS onboarding preferred, knowledge of B2B digital marketing/ad tech, strong communication, presentation and client-facing skills.
BrightTALK, Portal
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1mo
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Onboarding Specialist II
Boston, Massachusetts, United States
$30-$37/hr HybridFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
2+ YOEBachelor's degree required; 2+ years operations or client service experience at an RIA or similar; experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign; strong verbal/written/analytical skills; confidentiality required; onsite 4 days/week.
Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign
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2mo
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Client Intake Specialist
Boston, Massachusetts, United States
$85k-$120k/yr HybridFull Time
Loomis Sayles
Loomis Sayles: Active asset management firm providing global research-driven portfolio solutions.
Series 7 required; bachelor’s degree or equivalent; experience with client onboarding, AML/KYC, account documentation; strong communication, organization, and stakeholder coordination skills; financial industry experience preferred.
Markit, Bloomberg
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