7 client onboarding specialist jobs at 7 companies in Concord, CA
1mo
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required; 1+ years client service/onboarding or financial services experience preferred. Strong communication, organization, attention to detail, judgment, and client-service mindset. Salesforce experience a plus.
Salesforce
4w
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Client Onboarding Specialist
Chicago or Royal Oak or New York City or San Francisco
$47k-$67k/yr HybridFull Time
2+ YOE2+ years customer success experience, bachelor\u0002s degree required, executive communication, project management, Salesforce familiarity, strong analytical and stakeholder coordination skills.
Salesforce
1w
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Advisor Onboarding Specialist
Los Angeles or Dallas or Culver City or San Francisco
$79k-$113k/yr HybridFull Time
4+ YOERequires 4+ years in implementation, onboarding, transitions, or client-facing operations; Series 7 and 63 licenses; wealth management knowledge; project management, communication, organization, and cross-functional leadership skills.
Salesforce, Google Workspace, Microsoft Excel
3w
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Accounts Payable Specialist
Miami or Tampa or Orlando or New York City or Oakland or Costa Mesa or Los Angeles
$65k-$70k/yr HybridFull Time
3+ YOE3+ years digital advertising experience, payments and AP lifecycle experience, client onboarding/training, strong analytical and product sense, BA/BS preferred, high English proficiency.
Everflow Pay, Tipalti, Veem
1mo
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Retirement Implementation Specialist
San Francisco or Denver or New York City or United States
HybridFull Time
4+ YOE4+ years work experience with 3+ years in client-facing implementation/account management/onboarding; strong analytical and communication skills; experience with SaaS/operations/finance and retirement plans preferred; proficiency with Salesforce and Calendly.
Salesforce, Calendly
2mo
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Senior Cash Management Specialist (FSI)
Toronto or New York City or Charlotte or Seattle or San Francisco or Canada
HybridFull Time, Contract
12+ YOE12+ years client-facing cash/treasury experience at a major Canadian bank, deep knowledge of Canadian cash management products, client onboarding and implementation experience, strong stakeholder management and communication skills.
3w
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Treasury Management Operations Specialist
San Jose, California, United States
$70k-$95k/yr HybridFull Time
2+ YOESupport and service treasury management products; investigate and resolve client inquiries; assist onboarding; reconcile reports; knowledge of ACH, wires, positive pay, RDC, and banking regulations.
Microsoft Office, FIS (Horizon), Q2 Online Banking, Fedline Advantage