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3 client onboarding specialist jobs at 2 companies in Estero, FL

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Client Onboarding Specialist
Fort Myers, Florida, United States
HybridFull Time
Equity Trust Company
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
2+ YOEBachelor's or 2+ years relevant experience, 2 years in financial sector preferred, strong communication, Microsoft Office and Salesforce proficiency, ability to manage client correspondence and onboarding.
Microsoft Office Suite, Salesforce
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New Client Account Specialist - Onboarding
Fort Myers, Florida, United States
HybridFull Time
Equity Trust Company
Equity Trust Company: Provider of custodial services for self-directed investment accounts.
2+ YOEBachelor's degree or 2+ years relevant experience; 2 years in financial sector working with advisers, private placement funds; strong verbal/written communication; Microsoft Office proficiency.
Microsoft Office, Salesforce
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Implementation Specialist
Jacksonville or Fort Myers or West Bend
$55k-$65k/yr OnsiteFull Time
HRDelivered
HRDelivered: Full-service PEO providing outsourced payroll, benefits, and HR administration.
3+ YOE3+ years customer service experience, 1-3 years PrismHR required, 2+ years HR/admin preferred, intermediate Microsoft Excel, strong communication, organization, and problem-solving; responsible for client and employee onboarding and documentation (W-4, I-9).
PrismHR, Microsoft Excel
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