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Hybrid Client Onboarding Specialist: Accounts
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-01-27
Listing for:
Equity Trust
Full Time
position Listed on 2026-01-27
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Account Manager
Job Description & How to Apply Below
Location: Westlake
A leading financial services company seeks an Onboarding Specialist to enhance client relationships and support new client accounts. The role involves managing client onboarding, providing detailed instructions for account setup, and ensuring exceptional service. Candidates should have at least three years of customer service experience, a degree in a relevant field preferred, and proficiency in Microsoft Office. This is a hybrid position based out of Westlake, TX.
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