Client Onboarding & Experience Specialist

Sequoia Financial Group Llc; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Sequoia Financial Group in Tampa, FL is seeking an Onboarding Specialist to coordinate the prospect-to-client journey from initial engagement through account opening. You’ll work cross-functionally with advisors, custodians, and operations to deliver a seamless onboarding experience and ensure timely, accurate client handoffs to the service team.

The role emphasizes project management, detailed documentation, and a client-first mindset to support a smooth transition to ongoing service, with

Qualifications

• Minimum of 2 years in a project coordination, administrative, operations, or client service role requiring strong attention to detail and organization.
• At least 2 years of customer service or client-facing experience.
• Strong organizational, time management, and follow-up skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as the primary point of contact for prospects throughout the onboarding process.
• Guide prospective clients through onboarding requirements, timelines, and next steps.
• Coordinate account opening, transfer, and funding activities across internal teams and custodians.
• Gather, organize, and track required documentation and information needed for onboarding.
• Monitor account opening and transfer progress, ensuring timely completion of all onboarding activities.
• Maintain detailed records and workflow updates within Salesforce and other internal systems.
• Ensure adherence to firm policies, regulatory requirements, and operational procedures.
• Act as the liaison between Centers of Excellence, advisors, prospects, custodians, and operations teams to ensure a seamless onboarding experience.
• Facilitate regular communication regarding onboarding progress, outstanding requirements, and next steps.
• Coordinate the successful transition of newly onboarded clients to their ongoing service team.
• Develop and maintain expertise in custodian onboarding processes and requirements.
• Understand and support custodian-specific processes for Schwab and Fidelity referral programs, including SAN and WAS relationships.
• Ensure onboarding activities are completed accurately and efficiently according to custodian requirements.
• Assist in the preparation of proposals for prospective clients, ensuring accuracy and completeness

Job description

Sequoia Financial Group in Tampa, FL is seeking an Onboarding Specialist to coordinate the prospect-to-client journey from initial engagement through account opening. You’ll work cross-functionally with advisors, custodians, and operations to deliver a seamless onboarding experience and ensure timely, accurate client handoffs to the service team.

The role emphasizes project management, detailed documentation, and a client-first mindset to support a smooth transition to ongoing service, with