Wisdom is backed by Juxtapose, a leading technology and service investment company which partners with experienced entrepreneurs to build category-defining tech companies. We are a fully distributed, remote-first team with employees across the US.
About The Role
The Operations Specialist of Client Onboarding will play a pivotal role in welcoming and guiding new customers to the Wisdom suite of AR services. You’ll be responsible for maintaining and enhancing the onboarding process to provide new clients with a world-class onboarding and service experience: gathering background information for each new client, coordinating their onboarding experience for their first 30 days, and setting them up for future financial success. This role involves building relationships with our customers, providing regular progress updates to Operations leadership, collaborating with internal operations, sales, and technology teams, and working across multiple projects simultaneously.
This is a full time, fully remote role reporting to the Client Experience Manager, Kendra Glacken.
What You’ll Do
We’d Love to Hear From You If You Have
Perks And Benefits
Wisdom is an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.
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