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Commission Client Onboarding Jobs in Indiana (NOW HIRING)

Raymondjames

Branch Operations Specialist

Bloomington, IN

$17.75 - $23/hr

Supports client onboarding. * Monitors document status through importing, scanning and submission ... or commissions. This position is eligible for a benefits package that may include medical, dental ...

Mission Hospital

RN - CVOR

Fort Wayne, IN · On-site

$2.8K/wk

Onboarding Made Easy: We handle physicals, titers, and more so you can focus on care * Clinical ... We've earned The Joint Commission's Gold Seal of Approval for healthcare Client Details Address ...

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All JobsClient Onboarding JobsCommission Client Onboarding JobsCommission Client Onboarding Jobs in Indiana

Commission Client Onboarding information

What are some common challenges faced during the commission client onboarding process, and how can they be addressed?

A common challenge in commission client onboarding is coordinating between multiple teams—such as compliance, sales, and operations—to ensure all client documentation is accurate and complete. Delays can occur if required information is missing or if regulatory requirements change. Successful onboarding professionals proactively communicate with clients and internal stakeholders, stay updated on compliance changes, and use checklists or workflow tools to track progress. Building strong relationships with internal teams also helps to quickly resolve issues as they arise.

What are the key skills and qualifications needed to thrive as a Commission Client Onboarding Specialist, and why are they important?

To thrive as a Commission Client Onboarding Specialist, you need strong knowledge of financial products, regulatory compliance, and client relationship management, often supported by a degree in finance or business. Familiarity with onboarding platforms, CRM systems, and KYC/AML compliance tools is typically required. Exceptional attention to detail, problem-solving skills, and effective communication help facilitate smooth client experiences and collaboration with internal teams. These skills are crucial to ensure accurate account setup, regulatory adherence, and client satisfaction in a highly regulated environment.

What is the difference between Commission Client Onboarding vs Customer Success Specialist?

AspectCommission Client OnboardingCustomer Success Specialist
CredentialsRelevant certifications in sales, onboarding, or client managementCertifications in customer service, account management, or related fields
Work EnvironmentTypically in sales, finance, or client onboarding teams within various industriesUsually in customer service, account management, or client support teams
Employer & Industry UsageUsed in sales-driven industries like finance, SaaS, or consultingCommon in tech, SaaS, and service industries focusing on client retention
Search & Comparison IntentPeople comparing onboarding roles focused on sales commissionsPeople looking into client retention and post-sale support roles

Commission Client Onboarding focuses on guiding new clients through the onboarding process with an emphasis on sales commissions, while Customer Success Specialists prioritize ongoing client satisfaction and retention. Both roles involve client interaction but differ in their primary goals and metrics.

What is Commission Client Onboarding?

Commission Client Onboarding refers to the process of integrating new clients into a company's commission-based services or platforms. This role typically involves verifying client information, setting up accounts, ensuring compliance with regulatory requirements, and facilitating the initial stages of the client relationship. The onboarding specialist acts as a liaison between the client and internal teams to ensure a smooth transition and a positive first impression. Effective client onboarding is essential for building trust and long-term business relationships. It often requires strong communication skills, attention to detail, and a solid understanding of the company's commission structures and compliance policies.
What are the most commonly searched types of Client Onboarding jobs in Indiana? The most popular types of Client Onboarding jobs in Indiana are:
What are popular job titles related to Commission Client Onboarding jobs in Indiana? For Commission Client Onboarding jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Commission Client Onboarding jobs in Indiana look for? The top searched job categories for Commission Client Onboarding jobs in Indiana are:
What cities in Indiana are hiring for Commission Client Onboarding jobs? Cities in Indiana with the most Commission Client Onboarding job openings:
Commission Client Onboarding jobs near you

Branch Operations Specialist

Raymondjames

Bloomington, IN

$17.75 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Job Description Summary

Job Description

Responsibilities:

  • Receives and directs visitors and telephone calls; maintains record of inquiries, as required.
  • Sorts, screens and distributes incoming and outgoing mail.
  • Processes money movement of funds, disbursements and check delivery.
  • Transmits and receives messages with home office.
  • Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
  • Maintains documentation to cashiering according to compliance requirements.
  • Assists branch managements with audit preparation.
  • Assists with opening client accounts by properly completing and submitting required forms.
  • Supports client onboarding.
  • Monitors document status through importing, scanning and submission of documents.
  • Provides general administrative support to branch management.
  • Maintains, processes and updates files, records and other documents.
  • Maintains inventory, stocks and distributes office supplies.
  • Cross-trains and assists with other operational functions as required.
  • Performs other duties and responsibilities as assigned.

Education/Previous Experience

  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

  • None

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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