Client Experience & Onboarding Specialist

Cetera Financial Group Inc; Leawood (KS); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Cetera Financial Group Inc. is seeking a Client Service Specialist to deliver exceptional client experiences and support growth of client relationships.

You will be a trusted point of contact for clients, ensuring smooth onboarding and accurate documentation. The role requires at least 1 year of client relationship management or customer support in financial services, proficiency in Microsoft Office, strong organizational and communication skills, and the ability to manage multiple priorities in

Qualifications

• Minimum 1 year of experience in client relationship management or customer support in financial services.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Familiarity with CRM systems such as Salesforce is a plus.

Responsibilities

• Work alongside Wealth Managers with the transition and conversion from prospect to client.
• Develop and maintain ongoing relationship with clients.
• Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services.
• Act as liaison between client and Wealth Manager and/or internal and external support teams.
• Manage onboarding of new clients by collecting essential documentation, CRM data entry, and account openings.
• Prepare and organize materials for client signings and notarizations.
• Review all executed client documents for accuracy and completeness.
• Work closely with client to ensure CRM data and Custodial accounts meet plan goals.
• Manage daily client requests, including updating account information and completing transactions.
• Manage and review all client data storage, documentation, and transactions according to internal compliance policies.
• Assist with training Client Service new hires.
• Monitor internal process improvements to elevate client experience and departmental efficiency.
• Develop and train on existing and new technology used within Client Services.

Skills

Communication

Organizational skills

Multitasking

Customer service

Tools

CRM systems

Salesforce

Microsoft Office

Job description

Cetera Financial Group Inc. is seeking a Client Service Specialist to deliver exceptional client experiences and support growth of client relationships.

You will be a trusted point of contact for clients, ensuring smooth onboarding and accurate documentation. The role requires at least 1 year of client relationship management or customer support in financial services, proficiency in Microsoft Office, strong organizational and communication skills, and the ability to manage multiple priorities in