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3 client onboarding specialist jobs at 3 companies in Tracy, CA

1mo
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Associate, Client Onboarding Specialist
Foster City, California, United States
$70k-$100k/yr HybridFull Time
IEQ Capital
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
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
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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
Everflow
Everflow: SaaS platform for managing and scaling partner marketing programs.
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
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3w
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Treasury Management Operations Specialist
San Jose, California, United States
$70k-$95k/yr HybridFull Time
Avidbank
AvidbankNASDAQ: AVBH: A commercial bank providing tailored financial and lending solutions.
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
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