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Client Services & Onboarding Specialist

Job in Williston, Chittenden County, Vermont, 05495, USA
Listing for: Copper Leaf Financial
Full Time position
Listed on 2026-01-12
Job specializations:
  • Customer Service/HelpDesk
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A wealth management firm based in Williston, VT, is seeking an entry-level Client Support Specialist. The role involves providing onboarding and administrative support to clients and wealth advisors, managing communications, and ensuring client satisfaction. Candidates should have strong attention to detail, problem-solving skills, and a client service orientation. The position is hybrid, requiring three days a week in the office, and encourages passing the Series 65 Exam within the first year.

Salary is competitive and includes additional bonuses.
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