Sales & Client Ops Associate — Onsite in Monterey

Eqvista Inc.; Monterey (CA); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Performance incentives

ESOP after 3 months

Job summary

A leading fintech firm in downtown Monterey is seeking a Sales & Client Operations Associate. This is a contract-to-permanent role focused on efficient client onboarding and assisting with cap table management. Ideal candidates will possess experience or education in finance or business and must exhibit excellent communication and organizational skills. You will work in-office full-time, collaborating closely with the sales team. This position offers performance incentives and opportunities for career growth within a dynamic company.

Qualifications

• Educational or work experience in a related field.
• Ability to communicate complex concepts clearly.
• Excellent organizational skills and detail-oriented.

Responsibilities

• Coordinate client onboarding for new customers.
• Assist clients with cap table support.
• Help maintain accurate records of client activity.

Skills

Finance knowledge

Communication skills

Detail-oriented

Self-motivated

Customer service

Education

Degree in Finance, Accounting, Business Administration

Job description

A leading fintech firm in downtown Monterey is seeking a Sales & Client Operations Associate. This is a contract-to-permanent role focused on efficient client onboarding and assisting with cap table management. Ideal candidates will possess experience or education in finance or business and must exhibit excellent communication and organizational skills. You will work in-office full-time, collaborating closely with the sales team. This position offers performance incentives and opportunities for career growth within a dynamic company.