What are the responsibilities and job description for the Client Onboarding Specialist | Administrative Client Specialists position at Wesley Financial Group?
Join the Wesley Financial Group Team!
Position: Administrative Specialist aka Client Onboarding Specialists
Department: Client Services | Admin
Location: Franklin, TN (Onsite role)
Do you thrive in a fast-paced, dynamic environment? Are you ready to make a difference by helping clients start their journey to financial freedom? Wesley Financial Group is looking for an Administrative Specialist to join our Client Services team and play a vital role in our mission to transform lives.
At Wesley Financial Group, we don’t just offer jobs – we offer careers with purpose, perks you’ll love, and a culture you won’t find anywhere else!
Why You’ll Love Working Here:
Amazing Perks and Benefits:
- Comprehensive Coverage: Medical, Dental, and Vision Insurance.
- Invest in Your Future: 401K with a company match.
- Time for You: Generous PTO starting from day one and 11 paid holidays (including 2 floating holidays).
- Celebrate Success: Fun company-wide events and employee recognition programs.
- Work-Life Balance: Monday through Friday schedule that allows you to focus on what matters.
- Onsite Goodies: Access to our fitness center, team lounges, and food trucks for a mid-day pick-me-up.
Our Unique Culture:
At Wesley, we work hard, have fun, and truly care about each other. With a diverse and inclusive team, you’ll feel right at home from day one. We foster growth, encourage collaboration, and make a difference – every single day!
What You’ll Do:
As an Administrative Specialist, you’ll be the friendly face and voice helping new clients complete their onboarding journey. Your work will ensure our clients start their experience with confidence and ease.
- Welcome New Clients: Conduct onboarding calls to guide clients through their next steps.
- File Management: Collect, scan, and upload timeshare documents to Salesforce.
- Team Player: Assist with incoming mail, emails, chatters, and faxes – making sure nothing slips through the cracks.
- Process Improvement: Test systems and workflows to keep things running smoothly.
- Client Focused: Ensure all onboarding materials are completed and submitted, setting clients up for success.
What You Bring:
- Organization Rockstar: You’re great at juggling multiple tasks and meeting deadlines.
- Team Spirit: You collaborate well with others but can also work independently.
- People Skills: Exceptional verbal and written communication abilities.
- Tech Savvy: Experience with Excel, Google Sheets, and GSuite is a must!
- Detail-Oriented: You have a sharp eye for accuracy and focus on results.
Ready to Join the Fun?
At Wesley Financial Group, you’ll be part of a company that cares about its people, celebrates achievements, and creates a positive impact on clients’ lives. If you’re ready to bring your skills and personality to a company that values YOU, we want to hear from you!
Click Apply Now to start your journey with Wesley Financial Group – where your career meets purpose, and your teammates feel like family.
