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5 client onboarding specialist jobs at 3 companies in Worcester, MA

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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
RCN Capital
RCN Capital: Private direct lender providing fix-and-flip, DSCR, multifamily, and construction financing to real estate investors and wholesale partners.
Identify, recruit, and onboard correspondent lenders; maintain CRM records; perform due diligence and document collection; coordinate demos/trainings; strong communication and cold-calling skills; proficiency with Salesforce and MS Office.
Salesforce, Forecasa, LinkedIn, Microsoft Office
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
RCN Capital
RCN Capital: Private direct lender providing fix-and-flip, DSCR, multifamily, and construction financing to real estate investors and wholesale partners.
Experience with CRM (Salesforce) and MS Office, strong written and verbal communication, cold calling, attention to detail, ability to work independently and in a team; high school diploma required; associate's or bachelor's in related fields preferred.
Salesforce, Forecasa, LinkedIn, Microsoft Office, LOS
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Client Onboarding Specialist
South Windsor, Connecticut, United States
HybridFull Time
RCN Capital
RCN Capital: Private direct lender providing fix-and-flip, DSCR, multifamily, and construction financing to real estate investors and wholesale partners.
High school diploma required; associate or bachelor in business/marketing/communications/real estate preferred. Strong communication, cold-calling, attention to detail, CRM (Salesforce) and MS Office proficiency; internship or academic office/phone experience required.
Salesforce, Forecasa, LinkedIn, Microsoft Office
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Onboarding Specialist II
Boston, Massachusetts, United States
$30-$37/hr HybridFull Time
Corient
Corient: Private fee-only wealth management firm serving ultra-high- and high-net-worth individuals, families, and businesses.
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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Client Intake Specialist
Boston, Massachusetts, United States
$85k-$120k/yr HybridFull Time
Loomis, Sayles & Company
Loomis, Sayles & Company: Private active investment management firm serving institutional and retail clients through equity, fixed-income, multi-asset, and alternative strategies.
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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