Client Onboarding Pro Retention
Remote / Online - Candidates ideally in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-01-26
Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for:
Equity Trust Company
Full Time, Remote/Work from Home
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm based in Westlake, OH is looking for an Onboarding Specialist to enhance new client relationships. The role supports sales by acting as a primary contact to establish and fund accounts, requiring exceptional customer service skills. Candidates should have an associate degree or relevant experience in financial services. The position offers a hybrid work schedule after probation, with a strong focus on client satisfaction and support across departments.
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