Client Onboarding Specialist - Wealth Management

A financial advisory firm in Miami, Florida, seeks a Client Onboarding Associate to ensure a smooth onboarding process for clients. The ideal candidate will have a passion for client service, strong attention to detail, and experience in financial services. Responsibilities include managing CRM updates, scheduling appointments, and assisting with compliance tasks. This full-time role offers a competitive salary between $50,000 and $65,000, performance bonuses, and a supportive team-oriented culture. Join us and contribute to exceptional client experiences. #J-18808-Ljbffr