Onboarding & Client Experience Specialist

Sequoia Financial Group; Tampa (FL); On-site; USD 52,000 - 74,000; Full time

Job summary

Sequoia Financial Group in Tampa, FL is seeking a proactive Onboarding Specialist to guide prospective clients through the onboarding journey from initial engagement to account opening and transition to the service team.

The role serves as the central point of coordination between advisors, prospects, custodians, and internal teams, delivering a timely, accurate onboarding experience through strong project management and clear communication.

Qualifications

• Minimum 2 years in a project coordination, administrative, operations, or client service role.
• 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.
• Strong problem-solving skills and ability to work independently.

Responsibilities

• Coordinate onboarding from prospect engagement to account establishment.
• Guide clients through onboarding requirements and timelines.
• Communicate status updates to prospects and advisors.
• Collaborate with advisors, custodians, and operations teams.
• Maintain records in Salesforce and other systems.

Skills

Project coordination

Administrative tasks

Operations

Client service

Attention to detail

Time management

Follow-up

Verbal communication

Written communication

Problem solving

Independent work

Education

No degree specified

Tools

Salesforce

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Sequoia Financial Group in Tampa, FL is seeking a proactive Onboarding Specialist to guide prospective clients through the onboarding journey from initial engagement to account opening and transition to the service team.

The role serves as the central point of coordination between advisors, prospects, custodians, and internal teams, delivering a timely, accurate onboarding experience through strong project management and clear communication.