Client Onboarding Specialist - Westlake
3 weeks ago

Job summary
The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account.Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available.
Works cross functionally with Sales, Client Services, and Operations to strengthen client loyalty, referrals and retention.
Job description
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