Top 41443 Jobs in Valley View, Oh

Onboarding Specialist
Stratos Wealth Partners —Beachwood, OH
- $65,000 - $70,000 a year
- Full-time
- Hybrid work
- 6 years
- Microsoft Outlook
- Bachelor of Science
- Health savings account
- Health insurance
11d
Aurora Distribution Operations Specialist
McMaster-Carr Supply Company —Aurora, OH
- $95,500 - $108,500 a year
- Full-time
- Bachelor's degree
- US work authorization
- Entry level
- Profit sharing
- Paid parental leave
Quick Apply
Member Specialist
Ace Pickleball Club —Solon, OH
- $11 - $13 an hour
- Part-time
- Background check
- Cash register
- US work authorization
- 401(k)
- Employee discount
Quick Apply
Entry Level Sales Representative
Clearwater —Cleveland, OH
- $55,000 - $70,000 a year
- Full-time
- Sales
- No experience needed
- Business development
- Flexible schedule
Quick Apply
Software Designer - AI Trainer
DataAnnotation —Brooklyn, OH
- $50 - $100 an hour
- Part-time
- Remote
- Writing skills
- English
- Mid-level
- Flexible schedule
Quick Apply
Guest Services Specialist
Educational Service Center of Cuyahoga County —Valley View, OH
- $56,000 - $60,000 a year
- Online Application
- Google Workspace
- Inventory management
- Word processing
Entry Level Aerospace Manufacturing -Off Shift
Consolidated Precision Products —Eastlake, OH
- $19 an hour
- Full-time
- Background check
- 18 years or older
- Pass drug screening
- Paid holidays
- Tuition reimbursement
Business Compliance Registration Operator - Brecksville
Regional Income Tax Agency —Brecksville, OH
- From $20.79 an hour
- Full-time
- Hybrid work
- Background check
- Research
- Office
- Health savings account
- Health insurance
Quick Apply
11d
Retail Sales Associate
Apex One Partners —University Heights, OH
- $21 - $24 an hour
- Full-time
- Background check
- Writing skills
- English
- Health insurance
- 401(k) matching
Quick Apply
Part-Time Warehouse Associate (Inbound)
Aldi —Hinckley, OH
- From $25 an hour
- Part-time
- Basic math
- Sanitation
- Pass drug screening
- Paid parental leave
- AD&D insurance
8d
Deli Prep/Catering Associate
Miles Farmers Market —Solon, OH
- From $18 an hour
- 8 hour shift
- In-person
- Entry level
- Store discount
- Health insurance
Quick Apply
Preschool Custodian
Solon Jewish Preschool —Solon, OH
- From $17 an hour
- Weekends only
- Preschool
- Cleaning
- In-person
Quick Apply
Member Services Representative (Remote After Training) – Akron, OH
Encode Inc —Akron, OH
- $19 - $20 an hour
- Contract
- HIPAA
- Mid-level
- Windows
Quick Apply
Entry Level Sales Representative
Visionary Connections —Beachwood, OH
- $925 - $1,260 a week
- Full-time
- Hospitality
- Customer service
- No experience needed
- Paid training
- Opportunities for advancement
Quick Apply
Apple Specialist - Retail Customer Service and Sales - (Seasonal)
Apple —Woodmere, OH
- $22.00 - $28.88 an hour
- Weekends as needed
- Entry level
- Employee stock purchase plan
- Health insurance
Retail Merchandiser - Gift Cards - Parma, OH
Blackhawk Network —Parma, OH
- Part-time
- Background check
- Merchandising
- Pass drug screening
12d
Apple Specialist - Retail Customer Service and Sales - (Seasonal)
Apple —Westlake, OH
- $22.00 - $28.88 an hour
- Weekends as needed
- Entry level
- Employee stock purchase plan
- Health insurance
Customer Representative (Kinetic)
ClearPath Solutions —Cleveland, OH
- $900 - $1,200 a week
- Full-time
- High school diploma or GED
- In-person
- Communication skills
- Professional development assistance
Quick Apply
8d
Full-Time Store Manager Trainee
Aldi —Cleveland, OH
- From $29.50 an hour
- Full-time
- 18 years or older
- Inventory management
- Writing skills
- Paid parental leave
- AD&D insurance
Front Desk / Host
Dave & Buster's —Cleveland, OH
- $11.00 - $14.80 an hour
- Part-time
- Casual dining restaurant
- English
- 16+ years old
- Health insurance
- Dental insurance

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Jobs jobs near valley view, oh

Onboarding Specialist

Stratos Wealth Partners -
Beachwood, OH

Apply Now

Job Details

Full-time
$65,000 - $70,000 a year
11 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Referral program
Retirement plan

Qualifications

Microsoft Outlook
Bachelor of Science
Spreadsheets
Process improvement
Series 7
Bachelor's degree
Financial services

Full Job Description

Onboarding Specialist

Job Description:

The Onboarding Specialist will report directly to the Director of Advisor Onboarding.

The Onboarding Specialist will oversee the process of advisors transitioning their business to the Stratos platform. This position will collaborate with the Stratos home office, custodians, business partners and stakeholders as they process the smooth transfer of an advisor’s book of business to the Stratos platform.

In this role, the Onboarding Specialist is responsible for creating a seamless and positive onboarding experience for our Financial Advisors. They will work closely with other departments to develop and implement effective onboarding programs, provide comprehensive support to Financial Advisors and facilitate their integration into Stratos.

The Onboarding Specialist must be able to manage complex projects and processes from beginning to end.

Job Responsibilities

· Work with new advisors as their main point of contact for all aspects of onboarding.

· Collaborate with other departments within Stratos to ensure onboarding success.

· Maintain agenda, follow-up notes, and communication on advisor onboarding projects.

· Prepare new account documents including account transfer forms and other forms as applicable.

· Track, monitor, and report out on onboarding progress.

· Help new advisors get up to speed on internal processes, new software, and working with business partners.

· Follow up on the account opening process and resolve NIGOs in a timely fashion.

· Generate reports and analyze data to identify areas for improvement.

Skills and Required Competencies

· BA/BS Degree preferred.

· FINRA licenses (7,66) preferred.

· 6+ years’ experience in Financial Services.

· Exceptional communication skills.

· Extensive knowledge of Microsoft Excel and Outlook.

· Must be highly organized with strong attention to detail.

· Skilled at working in a fast-paced environment.

· Ability to travel up to 20%.

Pay: $65,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Beachwood, OH 44122

Apply Now

Refine Your Search

jobs in valley view, oh

Onboarding Specialist

Aurora Distribution Operations Specialist

Member Specialist

Entry Level Sales Representative

Software Designer - AI Trainer

Guest Services Specialist

Entry Level Aerospace Manufacturing -Off Shift

Business Compliance Registration Operator - Brecksville

Retail Sales Associate

Part-Time Warehouse Associate (Inbound)

Deli Prep/Catering Associate

Preschool Custodian

Member Services Representative (Remote After Training) – Akron, OH

Entry Level Sales Representative

Apple Specialist - Retail Customer Service and Sales - (Seasonal)

Retail Merchandiser - Gift Cards - Parma, OH

Apple Specialist - Retail Customer Service and Sales - (Seasonal)

Customer Representative (Kinetic)

Full-Time Store Manager Trainee

Front Desk / Host

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