5 Onboarding specialist Jobs in Farmington, MI
Comerica Bank is Hiring an Onboarding specialist Near Farmington, MI
Job Description
Ultra-High Net Worth New Business Specialist
The Ultra-High Net Worth New Business Specialist will be the primary liaison for onboarding new business in Comerica Advisor Solutions and Private Wealth, to ensure success of Ultra High Net Worth opportunities.
The UHNW Business Specialist will own all aspects of the pre-acceptance and onboarding for new opportunities brought forth from Fiduciary Strategists and Wealth Advisors.
Position Responsibilities :
- Create and launch new trust opportunities from the UHNW Sales team in Comerica Advisor Solutions and Private Wealth.
- Collaborates on new business reviews and respond / coordinate responses with the Fiduciary Strategist and directly with Financial Advisor partners.
- Directly responsible for ensuring opportunities move through each step of the account acceptance process, driving tasks forward to approval.
- Establishes new accounts and coordinates with Specialty Administration teams for complex asset holdings.
- Proactively communicates with the sales professional (Fiduciary Strategist / Wealth Advisor) and Financial Advisor teams throughout the process.
Last updated : 2024-05-24
Job Summary
Full Time
Banking
$70k-98k (estimate)
05/25/2024
08/22/2024
comericabanktower.com
DALLAS, TX
7,500 - 15,000
1973
RALPH W BABB JR
$3B - $5B
Banking
Related Companies
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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
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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
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