2 client onboarding specialist jobs at 2 companies in Wallkill, NY
3mo
Save
Mark Applied
Hide
Wealth Client Onboarding Specialist
Poughkeepsie, New York, United States
$55k-$70k/yr HybridFull Time
2+ YOEBachelor’s degree preferred or equivalent experience; 2+ years in financial services or client service; knowledge of account opening procedures, ACAT transfers, custodial platforms; CRM familiarity; strong communication, organization, and multi-tasking skills; MS Office; Vertafore a plus; insurance licenses and ongoing education required.
Microsoft Office, CRM systems, Black Diamond/Salentica, Vertafore
5d
Save
Mark Applied
Hide
Travel Systems & Client Onboarding Specialist - Wayne NJ
Wayne or United States
$55k-$75k/yr HybridFull Time
Hands-on Amadeus or Sabre experience, live group training skills, travel or hospitality operations background, strong attention to detail, and experience troubleshooting with vendors and platform engineers.
Atriis, Amadeus, Sabre, SAP Concur Travel, Cytric Travel, Cytric Easy, GetThere