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JOB SUMMARY
Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning inhouse. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning – using all in-house specialists.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
The Client Onboarding Specialist will review and process all referrals for Outsourced Accounting & Bill Pay. This position is the face of the department, fostering/developing relationships with Wealth Managers, Tax Directors, and Clients.
This position requires a robust skillset including soft sales, customer service, project management and basic accounting knowledge. The ideal candidate detail oriented, efficient, self-starting, independent, and a team player. The role requires someone who possesses critical thinking skills, has excellent interpersonal skills, and is a high-level multi-tasker.
JOB DUTIES
REQUIRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS
Full Time
$58k-70k (estimate)
05/25/2024
06/05/2024
bergankdv.com
MIDDLETOWN, OH
200 - 500
1945
KOSTA VERVERIS
$10M - $50M
BerganKDV was formed when three successful firms merged Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
The following is the career advancement route for Client Onboarding Specialist positions, which can be used as a reference in future career path planning. As a Client Onboarding Specialist, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Onboarding Specialist. You can explore the career advancement for a Client Onboarding Specialist below and select your interested title to get hiring information.