Onboarding Specialist
$65k - $75kOne Day In July LLC
One Day In July, a Burlington-based investment firm, seeks a Client Services Associate to support financial advisors, manage onboarding, and maintain client records in Charles Schwab and the company CRM. Based in our St. Petersburg, FL office, you will handle calls, schedule meetings, coordinate paperwork, and ensure compliance while delivering superior service to clients. The role offers $65,000–$75,000, a Mac laptop, 401k with matching, and paid vacation. #J-18808-Ljbffr
Vacancy posted 4 days ago
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