Client Onboarding & Experience Specialist
Sequoia Financial Group Llc
Sequoia Financial Group in Tampa, FL is seeking an Onboarding Specialist to coordinate the prospect-to-client journey from initial engagement through account opening. You’ll work cross-functionally with advisors, custodians, and operations to deliver a seamless onboarding experience and ensure timely, accurate client handoffs to the service team. The role emphasizes project management, detailed documentation, and a client-first mindset to support a smooth transition to ongoing service, with #J-18808-Ljbffr Sequoia Financial Group Llc
Vacancy posted 1 day ago
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