Client Onboarding Specialist

Mindlance; Los Angeles (CA); Hybrid; USD 34,440 - 41,328; Full time

Job summary

A financial services firm is seeking a New Accounts Specialist in Los Angeles to manage account openings and client interactions. The ideal candidate has 2–3 years of experience in account opening and knowledge of Salesforce. Strong attention to detail and excellent communication skills are a must. This role offers a pay range of $25.00/hr to $30.00/hr for a contract of 5 months, with a hybrid work model.

Qualifications

• 2–3 years of experience in account opening or client services.
• Experience as an Onboarding Specialist or Client Service Professional preferred.
• Strong attention to detail and organizational skills.

Responsibilities

• Review formation documents and client information.
• Communicate directly with clients or internal teams.
• Use Salesforce to create CIS numbers and manage account requests.

Skills

Account opening experience

Client services experience

Salesforce knowledge

Customer service orientation

Strong communication

Tools

Salesforce

Excel

CNB1

Encore

Job description

Your pay is based on skill and experience. Refer to the recruiter for specifics.

Base pay range

$25.00/hr – $30.00/hr

Direct message the job poster from Mindlance.

Position: New Accounts Specialist (3 openings)

Contract: 5 months (may be extended)

Location: Los Angeles, CA / Newark, DE (4 days in office, 1 day remote each week)

Key Responsibilities

• Review formation documents (LLC, LP, Corporation, etc.) and client information.
• Communicate directly with clients or internal servicing teams.
• Use Salesforce to create CIS numbers and manage account requests.
• Complete KYC questionnaires and handle account documentation.
• Track account activity in manual Excel spreadsheets and internal systems (CNB1, Encore).
• For CDs, ensure compliance with disclosure and timing requirements.
• Submit opened accounts to the Quality Check team within 48 hours.

Required Skills & Experience

• 2–3 years of experience in account opening, onboarding, or client services (banking preferred).
• Experience as an Onboarding Specialist, Client Service Professional, or New Accounts Specialist is ideal.
• Knowledge of Salesforce and comfort with Excel tracking.
• Strong attention to detail, organizational skills, and customer service orientation.
• Self‑starter; able to work from queues and manage own workload.
• Strong communication and responsiveness over email.

EEO

Mindlance is an Equal Opportunity Employer and does not discriminate in employment based on Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.