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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.
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
Last updated : 2024-05-23
Full Time
$64k-79k (estimate)
05/25/2024
06/07/2024
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.
If you are interested in becoming an Onboarding Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Onboarding Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Onboarding Specialist job description and responsibilities
Emailing new hires with details about the company, including parking information, work schedules, and dress codes are some pf tge few responsibilities of the onboarding specialist.
03/02/2022: Youngstown, OH
Since this is in line with human resource, onboarding specialist are responsibble in providing new hires with manuals, guidelines, and passwords, as needed.
03/04/2022: Charlotte, NC
Detailing all new hires' initial tasks and answering any queries.
01/20/2022: Galveston, TX
They alaso ensure new hires have the necessary technical assistance to set up their hardware and software.
02/09/2022: Huntsville, AL
Gathering and filing all paperwork related to new hires, including contracts and non-disclosure agreements.
02/15/2022: Altus, OK
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Onboarding Specialist jobs
Seek Out Situational Adaptability.
01/30/2022: Harrisburg, PA
Assign a partner to the newly hire for the first 90 days.
02/23/2022: Lancaster, PA
Customize onboarding for each new hire.
02/03/2022: Pine Bluff, AR
Create a standard operating procedure.
01/08/2022: Charlotte, NC
Arrange product and company demos and presentations.
01/15/2022: Waco, TX
Step 3: View the best colleges and universities for Onboarding Specialist.