6 client onboarding specialist jobs at 6 companies in Tujunga, CA
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Associate, Client Onboarding Specialist
Los Angeles, California, United States
$70k-$100k/yr HybridFull Time
1+ YOEBachelor's degree required. 1-3 years relevant client service/onboarding/operations experience preferred. Strong communication, organization, attention to detail, Salesforce experience a plus.
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
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Service Client Specialist to the Managing Partner
Glendale, California, United States
$65k-$80k/yr OnsiteFull Time
5+ YOE5+ years executive support or operations experience, advanced Microsoft Office skills, calendar/travel/meeting management, recruiting/onboarding coordination, strong communication, confidentiality, and FINRA pre-hire fingerprinting requirement.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, ChatGPT, Microsoft Co-Pilot
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
2w
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Payroll Implementation Specialist I
Brea, California, United States
$68k-$75k/yr HybridFull Time
4+ YOEHigh school diploma required (BA preferred),4+ years payroll experience, FPC or CPP or completion of FLSA PayTrain (85%),experience onboarding clients and processing payroll.
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Investor Services Specialist
Los Angeles, California, United States
$55k-$65k/yr OnsiteFull Time
Bachelor's degree required. Client-facing office experience preferred. Proficiency with Microsoft Excel and Outlook. Detail-oriented, strong communication, able to manage priorities, run AML reports, and support financial reporting and onboarding.
Microsoft Excel, Microsoft Outlook