Description:Client Onboarding SpecialistPurpose: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, the Onboarding Specialist helps create a seamless, welcoming journey that sets the tone for a long-term relationship.Position Description:At Vance Wealth, we believe the client experience begins long before the first f...
