Hybrid New Accounts & 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

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.