Client Onboarding Associate Jobs in Connecticut

3-5 years of technical or client relationship management experience

Familiar with one or all of the main applications – Salesforce, Orion, Wealthscape, OKTA, and/or other Wealth Management/Financial services applications

Experience in training technical applications

Provide training and demonstrations to internal employees and end-clients

Executing an engagement plan as new teams and employees onboard; provide training, resources, setup meetings as needed

Ensure new hires have adequate technical assistance to setup and navigate technology platforms