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Client Onboarding & Experience Lead

Rk-Partners · Chicago, IL, USA ·

Pay:
60.000 - 80.000
Job type:
Full Time

Rk-Partners is seeking a Client Onboarding Specialist in Chicago to provide dedicated operational and client support during the onboarding process. You will manage new client onboarding, coordinate account paperwork, and serve as the primary contact.
The ideal candidate has at least 2 years of experience in client service within financial services, alongside familiarity with platforms like Salesforce and Addepar. Exceptional organizational skills are a must.

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