Client Onboarding Specialist - Santa Clarita, CA
1 month ago

Job summary
This role ensures every new client experiences a smooth, confident, and high-touch transition into partnership with Vance Wealth by guiding clients through every stage of onboarding.Responsibilities
- Serve as the first point of contact for all new leads; conduct initial intake calls and gather essential data to prepare Pink Sheets and complete lead evaluations.
Job description
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