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CSM Jobs

Client Onboarding Specialist

AO Garcia Agency

Location
Remote (Columbus, Georgia)
Employment
Full-time
Level
Entry Level
Posted 1 week ago

About the role

AO Garcia Agency is seeking a Client Onboarding Specialist to manage warm leads and conduct onboarding conversations within the financial services sector. The role focuses on helping families protect their income and future through professional, timely service.

Skills

Client onboarding Communication Time management Follow-up Video conferencing Fast learning Financial services

Perks

  • Remote Work
  • Training provided
  • Leadership track

Full job details