New Business Specialist- Temp

Client onboarding Specialist

LHH recruitment solutions is hiring for a new client onboarding specialist in the Palm Beach Gardens. FL area. Our client is seeking a detail-oriented Financial Services Client Onboarding Specialist to support Financial Representatives with new account setup, client onboarding, and ongoing operational processing. This position plays an important role in ensuring new business requests are completed accurately, documentation is obtained promptly, and accounts are successfully opened and funded. Benefit offerings for full-time employment include medical, dental, vision, term life and AD&D insurance, short-term and long-term disability, and additional voluntary benefits

Key Responsibilities

• Partner closely with Financial Representatives to support new client onboarding and account opening.
• Enter and maintain client information.
• Initiate account-opening requests and prepare/send required paperwork for client and Financial Representative signatures.
• Follow up on outstanding documentation to ensure accounts are opened and funded.
• Process assigned requests accurately and within required timelines.
• Verify Financial Professional licenses and applicable state registrations.
• Enter client information, opportunities, investor profiles, and recommendations into EPIC for new business requests.
• Respond to voicemail inquiries within established service expectations.
• Provide timely and professional responses to email inquiries.

Qualifications

• Previous experience in financial services, banking, wealth management, insurance, investment operations, or client onboarding preferred.
• Experience supporting Financial Representatives, advisors, or client-facing financial professionals is a plus.
• Strong data-entry skills with excellent attention to detail and accuracy.
• Strong organizational and follow-up skills.
• Professional written and verbal communication skills.

This position is a contract to possible hire opportunity that will pay $50k annually to start. Please apply today!

Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

Pay Details: $24.00 per hour

Search managed by: Luis Garcia

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.