Client Onboarding & Experience Specialist
ADP, Inc.
Sequoia Financial Group is seeking a proactive Onboarding Specialist to manage the prospect-to-client journey in a fast-paced financial services environment. You will coordinate onboarding, ensure timely account openings and transfers, and serve as the bridge between advisors, custodians, and internal teams. The role emphasizes project management, strong communication, and meticulous documentation to deliver a seamless client experience from initial engagement to handoff to the service team. #J-18808-Ljbffr ADP, Inc.
Vacancy posted 2 days ago
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