Onboarding & Client Experience Specialist
Sequoia Financial Group
Sequoia Financial Group in Tampa, FL is seeking a proactive Onboarding Specialist to guide prospective clients through the onboarding journey from initial engagement to account opening and transition to the service team. The role serves as the central point of coordination between advisors, prospects, custodians, and internal teams, delivering a timely, accurate onboarding experience through strong project management and clear communication. #J-18808-Ljbffr Sequoia Financial Group
Vacancy posted 1 day ago
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